AALU Library

The AALU Library gives you access to all your premium content. With all the best information organized in one place and searchable, it has never been easier to find the information to help you maximize your business. From deeper dives into diverse topics with our Washington Report Marketplaces to issue one-pagers and webinars featuring industry leaders with decades of experience, the AALU Library is your one-stop-shop for policy and professional updates.

In This Week’s Tax News – 18.10.19

Topics: Congress, Tax reform

Friday, 19 October 2018 The IRS and Treasury’s Office of Tax Policy said that implementing the Tax Cuts and Jobs Act (TCJA) would be its top priority for FY 2019. The top 17 regulatory priorities include guidance on the new 20% deduction for pass-through business owners and guidance on the computation of estate and gift…

In This Week’s Tax News – 18.10.12

Topics: Congress, Tax reform

Friday, 12 October 2018 Yesterday, Senators reached a deal to advance the nominations of fifteen circuit and district judges. Both the House and Senate are now in recess until November 13th and the campaign for control of Congress is fully and personally joined by all the incumbents. Election Countdown: There are 25 days until the…

In This Week’s Tax News – 18.10.05

Topics: Congress, Tax reform

Friday, 05 October 2018 With government funding secured through December 7th, the House is in campaign mode through the midterms with control of the chamber at stake. The Senate remains in Washington, D.C. working through the contentious nomination of Judge Brett Kavanaugh to the Supreme Court. A vote is expected tomorrow or Sunday. The Senate…

In This Week’s Tax News – 18.9.28

Topics: Congress, Tax reform

Friday, 28 September 2018 On Thursday, the House passed two parts of the Tax Reform 2.0 efforts. The Family Savings Act of 2018 (H.R. 6757), which includes a number of provisions that encourage retirement savings, passed 240-177—including 10 Democratic votes. House Ways and Means Chairman Kevin Brady added an annuity safe harbor provision to this...

Cadin Op-Ed: The driving force behind financial and retirement security

BY MARC CADIN, OPINION CONTRIBUTOR — 09/27/18 09:30 AM EDT At a time when our nation’s balance sheet shows over $21 trillion in debt, the federal government should be doing everything it can to incentivize retirement savings for families around the country. With all the discussion of tax reform 2.0, it’s important to understand that...

In This Week’s Tax News – 18.09.21

Topics: Congress, Tax reform

Friday, 21 September 2018 The Senate continued advancing government funding legislation this week, passing spending bills for four more departments. The House is expected to vote on the package next week, which also includes a Continuing Resolution (CR) through December 7th. Provided that vote is successful, Congress will have passed 9 of 12 spending bills…

Strategies for Success: Decoding Tax Reform: The PPLI Opportunity for Producers

Join us for a discussion about the private placement life insurance (PPLI) market and how it can be a tool for producers to help their clients. We are fortunate to be joined by Ken Foley, Senior Vice President, Agency Distribution at Lombard International; Michael Mingolelli, President of Pinnacle Financial Group (M Financial); and Eric Naison-Phillips,…

In This Week’s Tax News – 18.09.14

Topics: Congress, Tax reform

Friday, 14 September 2018 House and Senate negotiators reached a deal on three more appropriations bills for FY 2019. The fiscal year for 2018 ends September 30th. Appropriators are working to fund as much of government as they can and planning a continuing resolution till December 7th to complete any remaining spending bills. President Trump…