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AALU Washington Reports
June 2009
IRS Assessing Significant Penalties Under Section 6707A for Failure to Report Listed Transactions - 6/30/09
IRS Rules Favorably on Income, Gift and Estate Tax Consequences of Pre-2002 (Grandfathered) Split-Dollar Agreement Between Trust and Partnerships - 6/26/09
House Education and Labor Committee Approves New Investment Advice Legislation - 6/26/09
Citing New Mortality Tables, Insurance Companies May Refuse Requests for Policy Splits/Changes - 6/25/09
The IRS Determines Tax Consequences of Disability Insurance Proceeds Provided in Sports Contract - 6/22/09
IRS Did Not Prove That Taxpayer Had a Taxable Distribution from Life Insurance Policy - 6/22/09
Treasury Issues Guidance Regarding the Executive Compensation Rules That Apply to TARP Entities - 6/19/09
Treasury Secretary Geithner Supports “Say-on-Pay” and Other Executive Compensation Legislation - 6/19/09
Court Grants Motions To Dismiss By Insurance Company and Law Firm Involved In The Promotion and Sale of A412(i) Plan - 6/17/09
IRS Chief Counsel Determines That Officers of a Merged Corporation Are Subject to The $1 Million Limitation In Section 162(m) - 6/12/09
IRS Extends Time to File Election to Treat Split-Dollar Loan Payment as “Noncontingent” Payment - 6/12/09
District Court Adopts DOL Position That ERISA Trustees Have Fiduciary Duty to Collect Delinquent Employer Contributions - 6/12/09
IRS Approves Termination of Pre-1969 Split-Interest Trust Through Purchase of Commercial Annuities - 6/12/09
Estate Tax Legislative Update/Outlook - 6/9/09
Valuation Discounts: Overview and Proposed Changes - 6/4/09
IRS Issues Proposed Regulations on Valuation of “Graduated” GRATs - 6/1/09
IRS Rules Favorably on Exclusion From Gross Income for Long-Term Care Rider to Annuity Contract - 6/1/09
IRS Confirms That Segregated Asset Accounts Formed Pursuant to Foreign Law are Variable Contracts Subject to Diversification Rules - 6/1/09
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