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AALU Washington Reports

November 2006

Treasury and IRS Issue Notice on Reporting and Withholding for Amounts Includible In Gross Income Under Code Section 409A - 11/30/06

Life Insurance and Annuity Payments to Non-U.S. Taxpayer are U.S. Source Income Subject to Withholding - 11/29/06

Proceeds From Sale of Stock Received in Demutualization Plan Are Not Received Under Insurance Plan - 11/29/06

Analysis of EITF Issue 06-5, Accounting for Purchases of Life Insurance - 11/22/06

FASBŐs Emerging Issues Task Force Votes to Require Recording of Liabilities for Collateral Split-Dollar Life Insurance Arrangements - 11/22/06

Estate Tax: Post Election Update - 11/21/06

STOLI As Collateral Assignment Split-Dollar - 11/21/06

Partial Assignment of IRAŐs to Charities In Satisfaction of Pecuniary Bequests Results in IRD to Trust - 11/17/06

IRS Releases 2007 Inflation-Adjusted Estate and Gift Tax Amounts - 11/17/06

FASBŐs Emerging issues Task Force to Consider Collateral Assignment Split-Dollar Life Insurance Arrangements - 11/14/06

Plan to Eliminate Almost 50% of Estate and Gift Tax Auditors Reiterated - 11/13/06

Applicability of New COLI Section 101(j) to VEBAŐs and Qualified Plans Đ Additional Analysis - 11/13/06

Section 409A Regulations Update - 11/3/06

Estate Tax Update: Potential for Consideration in Lame Duck? - 11/3/06