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This Week in The Washington – 03.13.2020

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Advocacy Updates

Coronavirus Response, Reg BI Form CRS, and More

March 13, 2020 Washington Update Congress Considers Economic Package to Address Coronavirus The novel coronavirus, labeled a pandemic by the World Health Organization earlier this week, has taken center stage in Washington. President Trump addressed the nation from the Oval Office Wednesday night, laying out a series of proposals to address the crisis. Trump proposed...

Update: COLI/BOLI Reportable Policy Sale / Transfer for Value Treasury Regulations

Topics: COLI/BOLI, Transfer for value

March 10, 2020 WRN 20.03.10 Update: COLI/BOLI Reportable Policy Sale / Transfer for Value Treasury Regulations Disclaimer This memorandum is not intended to constitute tax or legal advice. Reminder Asset based mergers that include life insurance have always been treated as Transfers for Value affecting the taxation of the death benefits. Nothing in the Tax…

MA Fiduciary | COLI & NY 187 | 2020 Primary Season

February 28, 2020 Podcast: Freshman Congressman Denver Riggleman [R-VA-5] This month, the AALU podcast brings to you Rep. Denver Riggleman [R-VA-5]. Rep. Riggleman, who serves on the House Financial Services Committee, is a former military intelligence official in the U.S. Air Force and a distillery owner with a gregarious personality. In this episode, we chat...

Endorsed Candidate Profile: Rep. Tom Suozzi [D-NY-3]

Rep. Tom Suozzi, trained as an attorney and CPA, has been representing the Third Congressional District in New York since 2016. He is a member of the powerful Ways and Means Committee, the chief tax-writing committee of the House of Representatives; serving on both the Oversight and Tax Policy subcommittees. Congressman Suozzi is also the…

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