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AALU Washington Reports

August 2008

Court Orders Refund of Taxes Paid on Sale of Stock Received in Demutualization Transaction - 8/18/08

"Qualified" Supplemental Executive Retirement Plans - 8/18/08

IRS Rules That Sales of Pension Plans Violate Current Law - 8/14/08

General Estate and Gift Tax Developments: June 2008 - 8/14/08

General Estate and Gift Tax Developments: May 2008 - 8/14/08

IRS Issues New Mortality Tables for Funding Defined Benefit Plans - 8/11/08

The Labor Department Issues Third ERISA Fee Disclosure Proposed Regulation - 8/1/08

IRS Finalizes Regulations on Valuation of Retained Annuity and Unitrust Interests for Federal Estate Tax Purposes - 8/1/08

IRS Issues Proposed Regs. Restricting Availability of Relief From Late GST Allocations - 8/1/08