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AALU Washington Reports

Noveber 2005

Value of IRA May Not Be Discounted at Death for Anticipated Income Tax Liability or For Lack of Marketability - 11/29/05

More on Senate Passed Pension Legislation - 11/28/05

General Estate and Gift Tax Developments: July 2005 - 11/22/05

Budget Reconciliation Bill Passes Senate With Numerous Charitable Incentives and Reforms, Including IOLI Provision - 11/21/05

Budget Reconciliation Bill Passed by Senate Finance Committee Contains IOLI Provision as Revenue Offset - 11/17/05

Full Senate Passes Pension Legislation; COLI Best Practices Provision Included - 11/17/05

Budget Reconciliation Bill Likely to Contain Charitable Incentives and Other Relief Provisions Derived From Hurricane Bills - 11/11/05

Ways and Means Committee Approves Pension Legislation - 11/11/05

Appeals Court Determines That Redemption-Funding Life Insurance Proceeds Are Not Included In Corporation’s Fair Market Value At Date of Death - 11/8/05

Report of the President’s Tax Reform Panel - Life Insurance, Annuities and Deferred Compensation Targeted - 11/4/05

IRS Issues Settlement Initiative Applicable to 412(i) Plans, ESOPs, Welfare Plans and Charitable Remainder Trusts - 11/1/05

Report of Tax Reform Panel Released Life Insurance and Annuities Targeted - 11/1/05