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AALU is the leading advocate on Capitol Hill for life insurance & annuities

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AALU’s Leadership in Tax Reform

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In This Week’s Tax News – 18.12.28

Friday, 28 December 2018 There is no end in sight for the shutdown. As of today, no solution has been identified that can garner sixty votes in the Senate and a Presidential signature to reopen the government. That is unlikely to change before the new Congress convenes on January 3, 2019. The House Democratic leadership…

Topics: Congress

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In This Week’s Tax News – 18.12.28

Topics: Congress

Friday, 28 December 2018 There is no end in sight for the shutdown. As of today, no solution has been identified that can garner sixty votes in the Senate and a Presidential signature to reopen the government. That is unlikely to change before the new Congress convenes on January 3, 2019. The House Democratic leadership…

In This Week’s Tax News – 18.12.21

Topics: Congress

Friday, 21 December 2018 It appears that we are heading for a government shutdown at midnight tonight. President Trump signaled a willingness to sign a government spending bill without funding for a boarder wall earlier in the week. The Senate passed a clean spending bill Wednesday night and left town, assuming it would be signed…

In This Week’s Tax News – 18.12.14

Topics: Congress, Tax reform

Friday, 14 December 2018 ICYMI: The SEC Standard of Care Proposal and Best Interest Regulation: Where Do We Go from Here? Yesterday, Bridget McNamara-Fenesy, CEO & President of M Holdings Securities, and Jim Lundy, Partner at Drinker Biddle discussed the SEC’s Standard of Care Proposal and AALU’s engagement to date, as well as the Proposal’s...

In This Week’s Tax News – 18.12.07

Topics: Congress, Tax reform

Friday, 07 December 2018 Legislative progress slowed in Washington this week in remembrance of President George H.W. Bush. The House cancelled votes for the week, but not before advancing a two-week stopgap spending measure that extends the deadline for passing a government spending bill to December 21st. This will give Democrats and Republicans more time…

Generational Split Dollar – IRS Argues Inside Build Up is Retained “Income” of Decedent Triggering Estate Inclusion of Cash Value

Topics: Split-dollar

There has been significant Tax Court activity this year related to generational split dollar arrangements (GSDs), which involve split dollar arrangements between a parent and the parent’s irrevocable trust to fund the trust’s purchase of a life insurance policy typically insuring a child. At the GSD’s termination (death of the insured child or earlier agreement…

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Armstrong Robinson

Vice President of Legislative Affairs