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.

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…

Protecting Your Charitable Deduction – The IRS Issues Final Guidance.

Topics: Charitable giving, Estate planning, Trusts

To support and encourage charitable giving, the Internal Revenue Code (“Code”) provides an income tax deduction for contributions to qualified charities. After the Tax Cuts and Jobs Act of 2017 (“Tax Act”), this is one of the only substantial deductions left to wealthier taxpayers. However, the substantiation rules for claiming this income tax deduction are…

IRS Issues New 162(m) Rules Related to Grandfathered Benefits under Deferred Compensation Plans.

Topics: 162(m), COLI/BOLI, Congress, NQDC, Tax reform

Changes to 162(m) made by the Tax Act expand the $1 million deduction limit for covered employees at public companies. NQDC amounts accrued as of November 2, 2017 can escape these expanded deduction limits if the NQDC amounts meet certain grandfather requirements to remain covered by the pre-Tax Act 162(m) rules (“old 162(m)”). The Notice…

Marc Cadin Begins Tenure as AALU’s CEO

Topics: CEO Transition

Marc Cadin Begins Tenure as AALU’s CEO With Focus on Strategic Plan to Elevate Profession, Grow Membership, Increase Advocacy September 4, 2018 RESTON, VA – AALU introduced Marc Cadin as the organization’s new CEO today, a planned transition first announced in March of 2018. An 18-year AALU veteran who previously served as AALU’s Chief…

In This Week’s Tax News – 18.08.31

Topics: Retirement security, Tax reform

Friday, 31 August 2018 While the House remained on recess this week, the Senate continued accomplishing the essentials of government. They passed a number of key Appropriations bills and voted to confirm over a dozen of President Trump’s judicial nominations after party leaders struck a deal to allow Senators to return to their districts. Yesterday,…

Strategies for Success: Decoding Tax Reform: Portfolio Stabilization Using Life Insurance

Join us as Senior Managing Director Howard Sharfman and Managing Director Leigh Harter of NFP Insurance Solutions discuss how life insurance can be used to mitigate portfolio volatility. Building off their Annual Meeting presentation, Howard and Leigh will discuss the evolution and marriage between assets under management (AUM) and life insurance to ensure the best…