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AALU Washington Reports

January 2009

Accelerated Death Benefit Paid Under Insurance Policy Rider is Excludable from Gross Income - 1/27/09

Additional Analysis of Proposed 409A Income Inclusion Regulations - 1/27/09

White House Freezes Pending Regulations - 1/26/09

Rep. Pomeroy (D-ND) Introduces Bill to Freeze Estate Tax at 2009 Levels and to Eliminate Discounts on Non-business Assets - 1/23/09

Additional Analysis of IRS Notice 2008-113 - Updated and Expanded 409A Correction Procedures - 1/22/09

IRS Addresses the Reporting of IRA Required Minimum Distributions for 2009 on Forms 5498 Required by January 31, 2009 - 1/16/09

Action on the Troubled Asset Relief Program (TARP) Will Consume Much of the Forthcoming Congressional Agenda - 1/16/09

SEC Releases Final Rule on Indexed Annuities - 1/15/09

The Labor Department Identifies a Method by Which a Controlled Group of Employers can File a Top-Hat Statement Under ERISA - 1/13/09

IRS Rules Favorably on Gift and Estate Tax Consequences of Sharing of Life Insurance Policy Premiums by Two Trusts Under Grandfathered Split-Dollar Arrangement - 1/13/09

Arbitration Award to IRA Treated as a Restoration Payment and Not as a Contribution - 1/12/09

Termination of Insurance Policy with Loan in Excess of Cash Value Triggers Tax - 1/12/09

IRS Rules Favorably on Tax Consequences of Charitable Gift Annuity Backed by Commercial Annuity with Refund Feature - 1/9/09