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AALU Washington Reports

March 2004

Final GAO Report on COLI Expected On May 13 - 3/31/04

Additional Analysis of New Deferred Compensation Rules Introduced In The Senate - 3/24/04

Deferred Compensation Again Being Considered By The Senate - 3/23/04

Amendment to Bulletin - No. 04-40 Respecting Tax Treatment of Non-Qualified Annuities - 3/23/04

Partnership Invalidated For Estate Tax Purposes But Valuation Discounts Allowed For Underlying Property - 3/16/04

General Estate and Gift Tax Developments: January 2004 - 3/12/04

IRS Applies Same Tax Rules to Modifications of Qualified and Non-Qualified Annuities - 3/11/04

Continuing Senate Attention to Estate Tax Reform/Repeal - 3/10/04

Life Insurance Valuation Guidance - Effective Date Issues - 3/10/04

Court Dismisses Wal-Mart Complaint Against Insurers and Brokers Over COLI Plan - 3/8/04

Estate and Tax Repeal Appears Again On The Congressional Agenda - 3/4/04

Supreme Court Holds That a Working Owner/Participant In An ERISA - Covered Pension Plan Is Protected From Bankruptcy Creditors - 3/4/04

Life Insurance Proceeds Payable to S Corp Accrue At Date of Insured Owner/Employee's Death - 3/3/04

IRS Grants Numerous Hardship Waivers of The 60-Day Qualified Plan Rollover Deadline - 3/3/04