Albert E. Gibbons
Albert E. Gibbons
   

AALU Washington Reports



January 2006

Estate Tax: Recent Developments and 2006 Legislative Outlook - 1/31/06

COLI Best Practices: 2006 Legislative Outlook - 1/31/06

Discussion of Congressional Research Service Report on Tax Reform - 1/31/06

AALU and NAIFA Testify at Hearing on Proposed Section 409A Regulations - 1/31/06

General Estate and Gift Tax Developments: November 2005 - 1/31/06

Foreign Variable Contract Holder Will Be Treated As Owner of Assets In Underlying Sub-accounts for Income Tax Purposes - 1/30/06

AALU Comments to Financial Accounting Standards Board on Scope of Proposed Accounting Charge for Life Settlement Contracts - 1/27/06

Reformation of Life Insurance Policy to Reflect Ownership by Trust Does Not Create a Gift - 1/27/06

Variable Contract Holders Will Not Be Treated As Owners of Assets in Underlying Sub-accounts for Income Tax Purposes - 1/27/06

The DOW Chemical Company vs. U.S. Reversed on Appeal: COLI Interest Expense Is Not Deductible - 1/24/06

General Estate and Gift Tax Developments: October 2005 - 1/18/06

IRS Changes Reporting for Tax Shelter Transactions with Significant Book-Tax Differences - 1/18/06

New York State Insurance Department Rejects SOLI Transaction - 1/13/06

Hurricane Legislation and Section 409A Technical Corrections - 1/11/06

IRS Publishes Guidance on Annuity Valuations in IRA Conversions - 1/11/06

General Estate and Gift Tax Developments: September 2005 - 1/9/06

IRS Issues Final Regulations on Roth 401(k) Plans - 1/9/06

AALU and NAIFA Comments to the IRS on Sections 409A Guidance, Specifically Including Split-Dollar Issues - 1/5/06

IRS Issues Interim Guidance Regarding Application of Section 409A to Outstanding Stock Rights - 1/5/06

 
 
What is AEG | Who is Al Gibbons | Our Team | Newsletters Archive
Representative Presentations | AALU Reports | Contact Us