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AALU Washington Reports

November 2008

Insurable Interest and Prearranged Policy Sales - 11/24/08

Settlement Reached in Stalsberg vs. New York Life in Apparent Stranger-Originated Life Insurance (STOLI) Case - 11/24/08

IRS Finalized Regulations on COLI Reporting - 11/18/08

IRS Officer Discusses Difficulties of Determining Appropriate Taxation of New Life Insurance Products - 11/12/08

Off-Shore Nonqualified Deferred Compensation - New Restrictions - 11/11/08

IRS Confirms that the 2009 IRA Contribution Limit Remains Unchanged at $5,000 - 11/4/08

Modified Return Preparer Penalty - 11/3/08