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.

Democratic Presidential Primary 2020

This week saw significant movement in the race for the Democratic Presidential nomination frontrunner Senator Kamala Harris (D-CA) announced her intention to run for President on MLK day, but officially kicked off her bid for the presidency in Oakland, CA on the 27th. Her background as a federal prosecutor with a home base of California…

House Dems Eye 2020 Targets

The target list was released in a strategy memo from Democratic Congressional Campaign Committee Chair Rep. Cheri Bustos (D-IL), who announced that the committee “is gearing up for an aggressive effort to fortify and expand” the majority won by House Democrats in 2018. Many of the districts have been top Democratic targets in recent cycles,…

New Proposals on Taxing Wealth

Sen. Warren’s Tax on Wealth Sen. Elizabeth Warren’s (D-MA) proposal, which she is calling an “ultra-millionaire tax,” would apply a two percent tax annually on net worth between $50 million and $1 billion, and a three percent tax above $1 billion. The proposal includes provisions aimed at preventing evasion, with increased funding for IRS enforcement…

Endorsed Candidate Spotlight – Ron Kind (D-WI)

Ron Kind, a Democrat elected in 1996, is a moderate who has focused on tax and retirement security issues as a member of the Ways and Committee, in addition to work on health and agriculture issues. In contrast to the dominant liberal core of Wisconsin Democrats, he has been chairman of the New Democrat Coalition,…

Beyond the Headlines – D.D.C. 02.01.19

There are three paths to avoid another shutdown that folks around here are watching for: Another continuing resolution, a presidential emergency declaration, or a deal on immigration. Another Continuing Resolution (CR): This option would continue spending levels either for all outstanding appropriations bills or just for the Department of Homeland Security through the end of…

What You Need to Read

January 31, 2019 Wealth Transfer The Heckerling Institute on Estate Planning: How the 2017 Tax Act Changed the Tax Consequences of Marriage and Divorce Thomas Tietz shares his detailed notes from Carlyn McCaffrey’s comprehensive presentation on the consequences of the TCJA for marriage and divorce at this year’s Heckerling conference. Read More Top Ten Estate…

Impact of Final Treasury Department Section 199A Regulations on Availability of Passthrough Deduction for Life Insurance Professionals

Topics: 199A

WRNewswire: The 199A Deduction Series Impact of Final Treasury Department Section 199A Regulations on Availability of Passthrough Deduction for Life Insurance Professionals Favorable results for commission-based life insurance sales This WRNewswire was created exclusively for AALU members by Ken Kies, Managing Director, Federal Policy Group and AALU outside tax counsel. January 30, 2019 …

What the Sophisticated Life Insurance Advisor Needs to Know about Gifting Strategies in 2019

Topics: Gifting Strategies

Join us as Michael Fontanini, VP of Advanced Sales & Design at Lion Street and Caroline McKay, AVP & Counsel of Advanced Markets at John Hancock, discuss gifting strategies for the year ahead given the temporarily-doubled estate tax, gift tax, and GST under the TCJA. Click here to download full slide deck.

Final Pass-Thru Guidance Issued (199A), Shutdown Update, and More

January 25, 2019 Beyond the Headlines The shutdown continues. The State of the Union is postponed, as is Republican lawmakers’ annual planning retreat. Affected government employees will miss their second paychecks of the shutdown today. AALU joined with the U.S. Chamber of Commerce and 384 organizations calling on Congress and the President to end the…