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AALU Washington Reports

February 2005

Trust Owner Beneficiary of a Life Insurance Policy In Maryland Held Not To Possess Insurable Interest - 2/23/05

Congressional Budget Office Report on "Budget Options"; Highlights of Proposals Relating To Life Insurance Industry - 2/22/05

Analysis of States' "Decoupling" From the Federal Estate Tax - 2/17/05

AALU and NAIFA Testify at Hearing on Proposed 403(b) Regulations - 2/17/05

AALU Submits Comments to Treasury on Proposed 403(b) Regulations - 2/14/05

Circular 230 Amendments to Regulations on Practice Before IRS May Affect The Insurance Community - 2/10/05

The Revenue Service States That Policy Basis Must Be Reduced By Cost of Insurance Protection In Computing Gain With Respect To a Litigation Damages Recovery In Connection With The Policy - 2/9/05

General Estate and Gift Tax Developments: November 2004 - 2/9/05

Administrations 2006 Revenue Proposals Including New IOLI Proposal - 2/8/05

Pension Reform Legislation (NESTEG) Re-Introduced With COLI Provisions - 2/7/05

Joint Committee "Loophole Closing" Report As Applicable to Pension and Other Employee Benefit-Related Matters - 2/7/05

Joint Committee on Taxation Releases Report on "Loophole Closing" Options, Including Proposed Modifications to Estate and Gift Taxation - 2/3/05

Dependent Group Life Insurance May Be Taxable to Employees - 2/1/05