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AALU Washington Reports

May 2006

General Estate and Gift Tax Developments: March 2006 - 5/25/06

General Estate and Gift Tax Developments: February 2006 - 5/25/06

New Roth IRA Conversion Rules in the Recently Passed Tax Bill - 5/25/06

IRS Executive Compensation Audits for Exempt Organizations - 5/23/06

Insurance Company Cannot Deduct Premium Acquisition Costs for Deferred Compensation - 5/19/06

Profit Sharing Plan’s Sale of Second-to-Die Policy to Husband and Wife is not Prohibited Transaction - 5/19/06

Proceeds of Life Insurance Policy Owned by Irrevocable Trust Will Not be Includible in Spouse’s Gross Estate If She Resigns as Trustee - 5/19/06

IRD From Deferred Annuity Contract Will Be Taxed to Residuary Charitable Beneficiaries of Deceased Owner’s Estate - 5/11/06

IRS Issues Guidance on Qualification of QTIP Trusts That Are Designated Beneficiaries of IRA or Retirement Plan Assets - 5/11/06

House Approves Tax Reconciliation Bill; IOLI Provision not Included in Reconciliation but Could Be Included in Subsequent Tax Bill - 5/11/06

General Estate and Gift Tax Developments: January 2006 - 5/8/06

Department of Labor Updates Voluntary Fiduciary Correction Program - 5/8/06