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AALU Washington Reports

May 2009

IRS Requests Comments on Proposed Save Harbor for Certain Life Insurance Contracts Under IRC Sections 7702 & 7702A - 5/27/09

Detailed Summary of Proposed National Insurance Consumer Protection Act (H.R.1880) - 5/26/09

Taxpayer Has Gross Income From Satisfaction of Policy Loans - 5/26/09

IRS Issues Significant New COLI Guidance on Revenue Code Sections 101(j) and 6039I - 5-26-09

IRS Proposes Regulations to Allow the Reduction of Safe Harbor Non-elective Contributions to 401(k) and 403(b) Plans - 5/22/09

Beneficiary of Life Insurance Proceeds Must Pay Share of Federal and State Estate Taxes Despite Will Non-Apportionment Clause - 5/22/09

IRS Holds That a Roth IRA Business was a Listed Transaction Subject to Heavy Penalties - 5/21/09

IRS Releases New Mortality Tables - 5/18/09

Insured’s Estate and Insurance Agent, in Related Cases, Sue Insurer and Others in Alleged STOLI Transaction - 5/15/09

Treasury Department Releases Explanation of the Administration’s 2010 Revenue Proposals Which Include Proposed Changes to the Taxation of Life Insurance and Estates and Gifts - 5/15/09

General Estate and Gift Tax Developments: March 2009 - 5/14/09

Estate of Deceased Bank Employee Brings Class Action Lawsuit Against Citibank for Proceeds of BOLI Policies - 5/14/09

IRS Proposes 403(b) Prototype Plan Program - 5/7/09

IRS Rules on Tax Treatment of Life Insurance Policy Dispositions Primarily Where the Disposition Is To or By a Third Party - 5/7/09