Albert E. Gibbons
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AALU Washington Reports



February 2004

Federal Banking Regulators Issue Accounting Guidance for Deferred Compensation Agreements and Bank-Owned Life Insurance - 2/24/04

Federal Court Finds Will Trumps ERISA Life Insurance Beneficiary Designations - 2/23/04

Decedent Retained Taxable Life Estate In Property Transferred to Family Limited Partnership - 2/23/04

Section 412(i) and Life Insurance Valuation Guidance - Additional Analysis - 2/20/04

IRS Proposes New Rules for Valuing Life Insurance Policies - 2/17/04

Life Insurance Valuation Guidance Published - 2/13/04

Administrations 2005 Budget Outlines Several Tax Proposals Affecting the Deductibility of Health Insurance - 2/9/04

President's Budget Proposal Renews Many "CARE" Act Charitable Giving Incentives - 2/6/04

Life Insurance Valuation Regulations Expected Soon - 2/5/04

Treasury Proposes Legislation to Address the Key Issues Surrounding Cash Balance Plans - 2/5/04

IRS Expanding Executive Compensation Audits, Including Reviews of Split Dollar Life Insurance Arrangements - 2/4/04

White House Budget Re-Proposes Major Changes in National Savings and Retirement Policies - 2/4/04

Administration's Budget Message Potentially Affects Life Insurance - 2/3/04

Retirement Account Value Can Not Be Discounted At Death for Potential Income Tax Liabilities of Beneficiaries - 2/3/04

Finance Committee Approves Revised COLI Provision; Modifies Effective Date of Deferred Compensation Proposal - 2/2/04

General Estate and Gift Tax Developments: December 2003 - 2/2/04

  
 
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