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AALU Washington Reports

June 2007

Taxpayers Are Liable for Income Taxes on Cash Distribution From Whole Life Insurance Policy - 6/27/07

Guidance on COLI Reporting - 6/20/07

If Taxpayer Exchanges Multiple MEC's for New Contracts Issued By Different Insurance Company, New Contracts Need Not Be Aggregated With Remaining Old Contracts - 6/14/07

IRS Changes Definition of "Covered Employee" Under Section 162(m) - 6/6/07

IRS Proposes New Mortality Tables for Funding Defined Benefit Plans; IRS Provides Procedures for Defined Benefit Plans to Use Alternative Mortality Tables - 6/5/07

Additional Analysis of Final 415 Regulations - 6/6/07

IRS Confirms that Group Annuity Contract Qualifies as an "Annuity" Under Section 72 and for Purposes of Insurance Company Taxation - 6/6/07

IRS Concedes Additional Swap Case - 6/6/07

Final Abstract of EITF Issue 06-10 Prescribes Financial Accounting for Collateral Assignment Split-Dollar Arrangements Providing Post Retirement Benefits - 6/5/07