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AALU Washington Reports

May 2004

Potential New Guidance on Health Savings Accounts - 5/28/04

Retired Life Insurance Agents Pension Payments Cannot Be Reported As Business Income - 5/24/04

U.S. Appeals Court Finds That Assets Transferred to "Deathbed" Family Partnership Are Not Includible in Decedent's Estate - 5/24/04

Distributions From Insurance Policy is Taxable To The Extent It Exceeds Investment In Contract Without Adjustment For Claimed Interest Expense - 5/20/04

Pennsylvania Taxes Non Qualified Deferred Compensation Plans - 5/19/04

Additional Views of Senator Conrad On COLI Legislation - 5/18/04

IRS Issues Private Letter Ruling on Notional Account Deferred Compensation Plan - 5/18/04

Federal Court Rules That Assignment of Retirement Annuity Contract as Collateral For a Loan is a Taxable Event - 5/18/04

Additional Analysis of New Deferred Compensation Rules Adopted by the Senate - 5/17/04

Status Report on House FSC-ETI Legislation - 5/14/04

Senate Finance Committee COLI Report Released - 5/14/04

AALU Submits Comments to Treasury on Life Insurance Valuation Guidance Issued This Past February - 5/13/04

Final GAO Report on Business-Owned Life Insurance Released - 5/13/04

Deferred Compensation Legislation Advances On Congressional Agenda - 5/12/04

Expected Soon - IRS Proposed Regulations on Section 403(b) and 415; Guidance on Section 457 and Defined Benefit Plans - 5/10/04

Senator Conrad Focuses On Current Estate Tax Repeal Concerns - 5/3/04