Home > AALU Reports > 2009 > July
AALU Washington Reports
July 2009
Couple May Not Deduct Interest Paid on Life Insurance Policy Loan on Termination of Policy - 7/31/09
IRS Exempts Roth IRA Listed Transaction From Post-October 22, 2004 Penalties Under Revenue Code Section 6707A - 7/31/09
General Estate and Gift Tax Developments: May 2009 - 7/31/09
IRS Update List of “Listed Transactions” and “Transactions of Interest” Subject to Tax Shelter Disclosure, Registration and List Maintenance Requirements - 7/22/09
Senate Health Care Reform Bill Includes a New Voluntary Federal Insurance Program for Long-Term Care - 7/21/09
IRS Temporarily Suspends Certain Penalties Under Section 6707A - 7/9/09
General Estate and Gift Tax Developments: April 2009 - 7/6/09
IRS Indicates That TARP Equity Purchases Do Not Cause Changes in Control That Would Allow Accelerated Distributions for 409A Purposes - 7/6/09
House Members Pomeroy and Brown-Waite Introduced “Retirement Security Needs Lifetime Pay Act” on June 8, 2009 - 7/6/09
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