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AALU Washington Reports



December 2008

Saving FICA Taxes on SERPs - 12/31/08

NY State Bar Association Comments on Federal Income Tax Treatment of Life Insurance Purchased in the Secondary Market - 12/31/08

Joint Committee on Taxation Considering Revision of Tax Distribution Tables - 12/31/08

IRS Rules That Terminating Overfunded Defined Benefit Plan Can Return Excess Contributions to Employer Without Penalty - 12/30/08

IRS Rules that Members of a LLC Owned by a Charity Can Participate in a 403(b) Plan - 12/30/08

Treasury Department Refuses to Provide Required Minimum Distribution Relief for 2008 - 12/30/08

General Estate and Gift Tax Developments: October 2008 - 12/30/08

General Estate and Gift Tax Developments: September 2008 - 12/30/08

IRS Extends Interim Guidance on Investment Advisory Fees and Other Trust Fee’s Subject to 2 Percent Floor - 12/23/08

IRS Issues 2008 Reporting and Withholding Guidance Under Code Section 409A - 12/23/08

SEC Adopts Rule Defining Indexed Securities as Annuities - 12/19/08

IRS Postpones Written Plan Requirement for 403(b) Plans - 12/18/08

IRS Rules Accrual-Method Taxpayer Can in Some Circumstances Currently Deduct Self-Insured Medical Expenses The Payment of Which is Delayed Until the Following Year - 12/17/08

Congress Passes Pension Technical Corrections Bill - 12/17/08

"Funding" Rabbi Trusts - Impact of the Financial Crisis - 12/10/08

IRS Releases Two 409A Guidance Items - Proposed Income Inclusion Regulations and Updated 409A Correction Procedures - 12/5/08

IRS Rules Favorably on Gift, Estate and GST Tax Effect of Grandfathered Private Split-Dollar Life Insurance Arrangement - 12/5/08

General Estate and Gift Tax Developments: August 2008 - 12/05/08

IRS Rules Favorably on Tax Consequences of Charitable Gift Annuity Backed by Commercial Annuity - 12/5/08

  
 
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