• AEG Home
• Who Is Al Gibbons
• AEG – The Company
• Our Team
• Newsletter Archive
• Representative Presentations
• AALU Reports
• 2010
  • January
  • February
  • March
  • April
  • May
  • June
  • July
• 2009
• 2008
• 2007
• 2006
• 2005
• 2004
• 2003
• 2002
• Contact Us

AALU Washington Reports

March 2010

 

2010 AALU Annual Meeting & Issue Risk and Opportunity - 3/31/2010

House Passes Jobs Act That Includes Minimum 10-Year GRAT Term Requirement as Revenue Raiser - 3/30/2010

IRS Updates 2009-2010 IRS Guidance Plan - 3/26/2010

Tax Court Holds That Value of Life Insurance Contract Sold to Participant Under the Pension Rescue Technique Is Not Reduced by Surrender Charges - 3/22/2010

Insurer Files Complaints Against Broker and Trustees in "STOLI" Cases - 3/19/2010

IRS Again Suspends Certain IRC Section 6707A Penalties On Unreported "Listed Transactions" - 3/17/2010

Labor Department Proposes New Rules on Investment Advice - 3/16/2010

Stranger-Initiated Annuity Transactions Insuring Lives of Terminally Ill Give Rise to Litigation - 3/15/2010

Tax Extenders Relief Approved by Senate Includes Pension Funding Relief and Additional Roth Opportunities - 3/11/2010

2.9% Tax on Investment Income Proposed in President's Health Care Blueprint May Impact Surrenders and Sales of Life Insurance Contracts - 3/11/2010

Additional Issues Following Release of IRS Notice 2009-48 - COLI Guidance under Revenue Code Sections 101(j) and 6039I - 3/8/2010

Insurance Company Sues to Prevent Rescission of Life Insurance Policies Issued to Nonprofit Organization - 03/2/2010