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AALU Washington Reports

November 2007

General Estate and Gift Tax Developments : September 2007 - 11/29/07

IRS Notice 2007-86 - Extension of 409A Compliance Deadline and Transition Rules - Additional Analysis - 11/29/07

AALU Comments on Proposed Regulations Regarding the Tax Treatment of Medical or Accident Insurance in Qualified Plans - 11/28/07

Senate Finance Committee Delays Work on Education Bill; Implications for Revised Nonqualified Deferred Compensation Proposal - 11/16/07

Donors Who Contribute Cash or Property to Charity in Exchange for Deferred Charitable Gift Annuities Need Not Report Income Until Payments Begin - 11/13/07

CNN Host Larry King Alleges Breach of Fiduciary Duty in $15 Million Life Settlement Transaction - 11/13/07

IRS Issues Regulations on COLI Reporting - 11/13/07

General Estate and Gift Tax Developments: August 2007 - 11/12/07

Labor Department Issues Qualified Default Investment Alternatives Regulations - 11/7/07

IRS Approves Proposed Loan From IRA to Church to Facilitate Purchase of Life Insurance Policy - 11/1/07