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AALU Washington Reports

November 2009

Purchase of BOLI Policies Are Entitled to Loss Deductions Under IRC Section 165 on Surrender of Policies - 11/24/09

Surrender of Life Insurance Contract is Taxable as Ordinary Income - 11/24/09

IRS Guidance on Waiver of 2009 Required Minimum Distributions - 11/17/09

General Estate and Gift Tax Developments: September 2009 - 11/12/09

Defined Benefit Pension Legislative and Regulatory Update - 11/11/09

New Proposed Regulations Clarify 2006 Pension Protection Act Changes to Charitable “Type III” Supporting Organizations - 11/10/09

TARP Special Master Rules on Compensation Packages for Top 25 Executives of Firms Receiving Exceptional Assistance - 11/6/09

Fed Proposes Executive Compensation Guidance - 11/5/09

Substantially Equal Periodic Payments From IRA Avoid 10% Penalty Tax on Premature Distributions - 11/3/09

Congressman Pomeroy and Tiberi Introduce Pension Plan Funding Relief Legislation – H.R.3936 - 11/2/09

State of Play on Estate Tax Reform – Roughly 20 Days of Debate - 11/2/09