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AALU Washington Reports

April 2005

Estate Tax Reform: Update on Senate Discussions - 04/29/05

AALU Submits Additional Comments to Treasury on New Deferred Compensation Rules (Including IRS Notice 2005-1) - 4/28/05

New Life Insurance Valuation Safe Harbor Rules - Additional Analysis - 4/20/05

AALU and NAIFA Submit Comments on SEC’s Proposed Confirmation and Point of Sale Disclosure Rules - 4/19/05

House Passes Estate Tax Repeal Bill; Estate Tax Reform Discussions Gaining Steam in the Senate - 4/14/05

AALU Annual Meeting Fast Approaching - 4/13/05

IRS Issues New Life Insurance Valuation Safe Harbor Rules - 4/8/05

Supreme Court Insulates IRA’s From Bankruptcy - 4/6/05

General Estate and Gift Tax Developments: January 2005 - 4/6/05

IRS Rules That Employer May Deduct VEBA Contributions Used to Purchase Life Insurance (TAM 2005/1015) - 4/1/05

Tax Court Considers Consequences of Policy Loan (Revolinski v. Commr.) - 4/1/05