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AALU Washington Reports

February 2007

Supreme Court Rejects Opportunity for Review of Dow Chemical COLI Decision - 2/27/07

IRS Prescribes Reporting Requirements for Certain Acquisitions of Life Insurance Contracts in Which Charities Own an Interest and Commences Related Study - 2/27/07

IRS Allows Accrual-Method Taxpayers to Deduct FICA Contributions on Deferred Compensation Before the Compensation is Paid - 2/23/07

DOL Facilitates IRA Rollovers for Missing NonSpouse Beneficiaries in Terminated Defined Contribution Plans - 2/23/07

IRS Issues Formal Rules on When the Sale of a Life Insurance Policy to a Grantor Trust Will Result in Income Taxation of Proceeds under Section 101 ÒTransfer For ValueÓ Rules - 2/20/07

Revenue Proposals In The PresidentÕs FY O8 Budget - 2/15/07

Summary of State Death Tax Statutes Post Ð "Decoupling" - 2/15/07

Section 409A Compliance Program for Discounted Stock Options - 2/15/07

IRS Requests Comments on the Types and Amounts of Benefits That Can Be Provided in a Qualified Defined Benefit Plan - 2/9/07

AALU Comments to FASB on Accounting for Collateral Assignment Split-Dollar Life Insurance Arrangements - 2/9/07

COLI Reporting Ð Guidance Expected Soon - 2/5/07

Section 409A Regulations Update - 2/5/07

Status of Deferred Compensation Legislation - 2/2/07