Albert E. Gibbons
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AALU Washington Reports



November 2004

2005 Inflation-Adjusted Estate and Gift Tax Amounts - 11/30/04

Pennsylvania General Assembly Adopts Federal Constructive Receipt Rule for Nonqualified Deferred Compensation Plans - 11/29/04

Technical Correction Tax Bill Introduced to Clarify New Deferred Compensation Provisions - 11/24/04

AALU and NAIFA Submit Comments on the New Nonqualified Deferred Compensation Provisions - 11/24/04

IRS Issues Proposed and Temporary Tax-Sheltered Annuity Regulations - 11/24/04

Third Circuit Finds That Tax-Qualified Retirement Plan Amendment Does Not Have Retroactive Effect - 11/24/04

Appeals Court Affirms Decision That No Discount Available to Face Value of Retirement Account - 11/24/04

Update on Defined Benefit Pension Plans - 11/24/04

IRS Proposes Phased Retirement Rules - 11/19/04

Rebuttable Presumption Employed For Determining Whether a Partial Termination of a Tax-Qualified Retirement Plan Occurred - 11/19/04

Delaware Supreme Court Reverses Dismissal of Wal-Mart Complaint Against Insurers and Brokers Over COLI Plan - 11/18/04

NAIC Releases Draft Model State Insurance Disclosure Legislation - 11/16/04

Senate Hearing on Insurance Brokerage Practices & Related Developments - 11/15/04

Modified Buy-Sell Agreement Disregarded For Estate Tax Valuation Purposes; Value of Life Insurance Proceeds Not Offset By Redemption Obligation - 11/10/04

New Deferred Compensation Rules - Additional Analysis - 11/9/04

Income Taxes Paid on IRA Distributions Are Not Deductible for Federal Estate Tax Purposes - 11/3/04

Progress in Communicating Problems with Proposed California Restrictive Insurance Broker/Agent Regulations - 11/1/04

 

  
 
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