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.

AALU Celebrates “Most Historic Advocacy Year” for Financial Security Profession

Topics: Press Release

Noting significant legislative and regulatory wins, AALU President and CEO Marc Cadin today said 2019 has been AALU’s most historic advocacy year impacting the financial security profession and the people they serve. “This year has undoubtedly been AALU’s greatest advocacy year yet,” Cadin said. “From the most significant tax relief in the history of the…

Application No. D-12011, ZRIN 1210-ZA29 – Improving Investment Advice for Workers and Retirees

Topics: Comment Letter

August 6, 2020 The Office of Exemption Determinations Employee Benefits Security Administration Attention: Application No. D-12011 Suite 400 U.S. Department of Labor 200 Constitution Avenue, N.W. Washington, D.C. 20210 Submitted Electronically via Federal eRulemaking Portal: www.regulations.gov Re: Application No. D-12011, ZRIN 1210-ZA29 – Improving Investment Advice for Workers and Retirees Ladies and Gentlemen: AALU/GAMA…

Some Good News in 2020: This is the Year for Charitable Contributions

This WR Marketplace was created exclusively for Mehnaz Haq by experts at Baker & Hostetler LLP and the AALU/GAMA staff. WR Marketplace #20-13 was written by Michael P. Vito, Counsel, and Lindsay R. DeMoss D’Andrea, Staff Attorney, Baker & Hostetler LLP. The AALU/GAMA WR Newswire and WR Marketplace are published by the AALU/GAMA as part...

Intergenerational Legacy Planning Opportunities in the Wake of the COVID-19 Crisis

Statutory “hurdle rates” published by the IRS remain attractively low and, coupled with depressed asset values in many sectors, create opportunities for clients and their advisors to amplify the benefits of intergenerational legacy planning using loans between grantor trusts with different GST tax attributes, leveraged sales to grantor trusts that are exempt from the 40%…

Deferring Compensation to Conserve Cash During the COVID-19 Economic Crisis

While a number of companies have cut compensation to employees due to the economic damage caused by the COVID-19 pandemic, other companies withless dire business conditions may still need to deal with shorter-term cash constraints. Companies looking to defer current cash payments to top-paid employees could consider several strategies, including (1) deferring current 2020 salary…

Insights With Congress: Can There Be Bipartisan Agreement in Congress? – 5.20.20

Topics: Webinar

This is a members-only, AALU/GAMA opportunity for another behind-the-scenes look at the creation of the CARES and HEROES acts, featuring House Ways and Means Committee member Congresswoman Stephanie Murphy (D-FL). Hear Congresswoman Murphy’s exclusive insight as she highlights the provision (Employee Retention Tax Credit) she championed and discusses the path forward towards bi-partisan agreement on…

Free Fallin’ – Plummeting Interest Rates Create Opportunities During Turbulent Times

Planning approaches tied to certain statutory “hurdle rates” established monthly and published by the IRS have become particularly attractive under today’s market conditions, particularly as the benefits of the low rates are further amplified by severely depressed asset values. As a result, clients and their advisors may consider revisiting intra-family loans, grantor trust installment sales,…

You Ask, We Answer – My PPP Loan Was Approved – Now What? – 5.15.20

Topics: Webinar

The “You Ask, We Answer” webinar series is a live, interactive experience hosted by AALU/GAMA experts to answer our members’ questions about current hot topics. In this addition, Armstrong Robinson and Josh Caron answer your specific questions and help with challenges you’re facing regarding your loan through the Paycheck Protection Program (PPP).