• AEG Home
• Who Is Al Gibbons
• AEG – The Company
• Our Team
• Newsletter Archive
• Representative Presentations
• AALU Reports
• 2010
• 2009
• 2008
  • January
  • February
  • March
  • April
  • May
  • June
  • July
  • August
  • September
  • October
  • November
  • December
• 2007
• 2006
• 2005
• 2004
• 2003
• 2002
• Contact Us

AALU Washington Reports

January 2008

Supreme Court Rules That Trust's Investment Advisory Fees Are Subject to "2-Percent Floor" - 1/28/08

IRS Updates "No Rule" List - 1/28/08

Exchange of Corporate-Owned Life Insurance Policies for Individual Policies Will Be Tax-Free Under IRC1035 - 1/22/08

Insurance Agents Termination Payments Are Ordinary Income - 1/22/08

IRS Issues COLI Reporting Form - 1/17/08

IRS Proposes New Regulations for Cash Balance Plans - 1/14/08

Tax Exempt Organization's Insurance Sales Are UBTI, But Will Not Adversely Affect Exemption - 1/14/08

Equal Employment Opportunity Commission Provides an Age Discrimination Exemption for Health Plans that are Coordinated with Medicare and Comparable State Programs - 1/4/08

Life Insurance Premium Payments Made By Partnership on Behalf of Doctors and Their S Corporations are Not Deductible By or Income to Individual Doctors - 1/2/08

IRS Issuing Notices Regarding Delinquent Form 5500s - 1/2/08