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The Basics of the Tax Treatment of Long-Term Care Insurance
The Basics of the Tax Treatment of Long-Term Care Insurance The article provides an overview of the federal tax treatment of long-term care insurance contracts, including a brief history of the ...- Authors: Craig R Springfield, Alison R Peak, Prasanthi Goda
- Date: Apr 2024
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Long-Term Care News
- Topics: Long-term Care; Long-term Care>Long-term care insurance; Public Policy; Public Policy
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ERISA and Retirement Income Security: 50 Years Later
ERISA and Retirement Income Security: 50 Years Later The traditional defined-benefit (DB) plan is a type of plan structured to provide the greatest degree of retirement income security, designed ...- Authors: Mark Shemtob
- Date: Jun 2024
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Public Policy
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Session 065: Product Tax Hot Topics
Session 065: Product Tax Hot Topics The presenters will discuss recent developments related to the federal qualification and taxation of life insurance and annuity contracts. Among other topics, ...- Authors: Craig R Springfield, Brian King, Ladelle Baar
- Date: Jan 2020
- Competency: External Forces & Industry Knowledge
- Topics: Public Policy; Public Policy
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Session 066: The Nexus of Climate Data, Insurance and Adaptive Capacity
Session 066: The Nexus of Climate Data, Insurance and Adaptive Capacity Presenters will explore how climate risks are measured scientifically, and in what ways the insurance and reinsurance ...- Authors: Robert J Erhardt, Robert P Montgomery
- Date: Jan 2020
- Competency: External Forces & Industry Knowledge
- Topics: Public Policy; Public Policy
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Session 139: Company Tax Hot Topics
Session 139: Company Tax Hot Topics With the growth in SOA podcasts over recent years, here’s your chance to be part of the “live studio audience” for an upcoming podcast release. Inspired by ...- Authors: Thomas Chamberlain, Jay Riback, Mark Smith
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Public Policy; Public Policy
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ACLI Update
ACLI Update Frist Quarter 2022 updates on tax issues involving: IRS publication of 7702 60-month avg. applicable federal interest rates, OECD Global Minimum Tax, final Foreign Tax Credit ...- Authors: Regina Y Rose
- Date: Feb 2022
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Finance & Investments; Finance & Investments>Investments; Public Policy; Public Policy
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Session 194: Product Taxation for In-Force Products
Session 194: Product Taxation for In-Force Products Administration system updates and conversions. Legacy systems and their associated problems. Continued low interest rates and in-force policy ...- Authors: Art Dunlavy, Lawrence Hersh, Kelly Rabin
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance; Life Insurance>Product development - Life Insurance; Public Policy; Public Policy
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Conversations with Your Uncle
Conversations with Your Uncle 1994 SOA Meeting, San Antonio. This session provided an update from representatives of the IRS and the Department of the Treasury on several topics including: ...- Authors: Steven Bryson, Kathryn G Marticello, Harlan M Weller
- Date: Jun 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy; Public Policy
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ACLI Update
Update on federal tax legislative and regulatory developments relevant to life insurers and their products.- Authors: Mandana Parsazad, Regina Y Rose, Ryan Derry
- Date: Nov 2021
- Competency: Strategic Insight and Integration
- Publication Name: Small Talk
- Topics: Public Policy; Public Policy; Public Policy
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ACLI Update: Update on Noncoordinated Benefits
ACLI Update: Update on Noncoordinated Benefits Discussion of recent developments in the taxation of noncoordinated benefits such as fixed indemnity, hospital indemnity, and specified disease ...- Authors: Sarah Lashley, Regina Y Rose, Mandana Parsazad
- Date: Oct 2023
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Health & Disability; Health & Disability>Accident insurance; Health & Disability>Critical illness insurance; Health & Disability>Health care quality; Health & Disability>Health insurance; Public Policy; Public Policy; Public Policy; Public Policy; Health & Disability>Affordable Care Act (ACA)