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Taxing Times, May 2007, Volume 3, Issue No. 2
_______3 Proposed Model Closing Agreements for Life Insurance Contract Failures: Comments Requested ... and the prevail- ing commissioners’ standard mortality tables be made? And how should the contract-by- ...- Authors: Application Administrator, Christian J DesRochers, Edward Robbins, Leslie Chapman, Brian King, Kory Olsen, Frederic Gelfond, Craig R Springfield, Bryan W Keene, Peter Winslow
- Date: May 2007
- Publication Name: Taxing Times
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Taxing Times, February 2007, Volume 3, Issue No. 1
Renewal 2007 Life/Health/Employee Benefits Spring Meeting More on Reasonable Mortality: IRS Issues Notice ... New "Best Practices" Rules for Corporate-Owned Life Insurance by John T. Adney and Bryan W. Keene FIN ...- Authors: Application Administrator, Edward Robbins, Leslie Chapman, Brian King, Frederic Gelfond, Bryan W Keene, Peter Winslow
- Date: Feb 2007
- Publication Name: Taxing Times
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Taxing Times - Tidbits
implementing chapter 4. We requested that the timeline for life insurers be extended to allow for an opportunity ... review and comment on detailed guidance specific to life insurance companies and products similar to those ...- Authors: Frederic Gelfond, Peter Winslow, Lori J Jones, Application Administrator
- Date: Feb 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
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COLI Update - Court Decides Xcel Had Insurable Interest In Broad-Based COLI and Sixth Circuit Overturns Taxpayer-Favorable Decision in Dow Chemical COLI Case
some pecuniary advantage from a continuance of the life of [its employees], or to fear the loss from [their] ... the beneficiary has a financial interest in the life of the insured, the court’s decision also seems ...- Authors: Frederic Gelfond, Susan Hotine, Peter Winslow
- Date: May 2006
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy