Sapers & Wallack
Bulletins
As part of our ongoing service to our clients, we periodically send out industry specific bulletins that highlight changes in regulations that affect the marketplace. Our bulletins focus on our services in group benefits as well as information on federal legislative and regulatory developments focusing on business, estate, qualified and non-qualified retirement planning.
AALU Washington Reports
- NEW December 8, 2011
IRS Rules Favorably on Use of “Power of Substitution” in Life Insurance Trust - NEW November 9, 2011
A Look-back at Clawback: Why 2011 and 2012 Gifts Are Still Good
Planning - February 2, 2011
Claw Back Scenario Should Not Deter Planners in 2011 and 2012 - January 21, 2011
Will 2011 and 2012 Taxable Gifts Be “Clawed Back” After 2012 - June 22, 2010
Planning for Transfers to GST Exempt Life Insurance Trusts during 2010 - April 1, 2010
Update on Estate Tax Reform: Developments and Dynamics
- February 2, 2010
Planning for the Estate Tax Repeal and Retroactive Agreement - January 25, 2010
The Estate Tax: An Analysis and Outlook
- January 13, 2010
Deductibility of Variable Annuity Losses In Connection With Section 1035 Exchanges - September 21, 2009
AALU and the Estate Tax Likely Outcome in 2009 - July 17, 2009
IRS Extends Time to File Election to Treat Split-Dollar Loan Payment - June 8, 2009
Estate Tax Legislative Update / Outlook - May 26, 2009
IRS Issues Significant New COLI Guidance - May 14, 2009
IRS Rules On Tax Treatment Of Life Insurance Policy Dispositions Primarily Where The Disposition Is To Or By A Third Party - May 7, 2009
IRS Proposes 403(b) Prototype Plan Program - December 31, 2008
NY State Bar Association Comments On Federal Income Tax Treatment of Life Insurance Purchased in the Secondary Market - December 31, 2008
Saving FICA Taxes on SERPs - December 10, 2008
Funding Rabbi Trusts – Impact of the Financial Crisis - November 24, 2008
Settlement Reached in Stalsberg v. New York Life in Apparent Stranger-Originated Life Insurance (STOLI) Case