JONATHAN PAONE

Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions.

Issues related to the tax treatment of life insurance products and company taxation in Title VII of H.R. 1, the One Big, Beautiful Bill Act (budget reconciliation bill, P.L. 119-21).

Issues related to the tax treatment of life insurance and life insurance companies. Issues related to Subchapter L of the IRS Code.

Issues related to the corporate alternative minimum tax. Issues related to the tax treatment of life insurance. Issues related to Subchapter L of the IRS Code. Issues related to HR 5707 and S 4740, The Secure Families Future Act, all provisions.

Issues pertaining to the corporate alternative minimum tax. Issues related to the tax treatment of life insurance. Issues related to Subchapter L of the IRS Code. Issues related to HR 5707, The Secure Families Future Act, all provisions.

Issues pertaining to the corporate alternative minimum tax. Issues related to the tax treatment of life insurance. Issues related to Subchapter L of the IRS Code. Issues related to HR 5707, The Secure Families Future Act, all provisions.

Issues related to the Department of Labors proposed retirement security regulation.

Issues related to the Department of Labors proposed retirement security regulation.

Issues related to SECURE 2.0 (Pub. Law No. 117-328) Issues related to the Department of Labors proposed retirement security regulation

Issues pertaining to the corporate alternative minimum tax. Issues related to the tax treatment of life insurance. Issues related to Subchapter L of the IRS Code. Issues pertaining to The Secure Families Future Act (HR 5707).

Issues related to SECURE 2.0 (Pub. Law No. 117-328)

Issues related to SECURE 2.0 (Pub. Law No. 117-328)

Issues related to SECURE 2.0 (Pub. Law No. 117-328)

Issues related to retirement security, including H.R. 2954, the Securing and Strong Retirement Act of 2021, S. 1770, the Retirement Security and Savings Act, and S. 4808, the Enhancing American Retirement Now Act.

Issues related to retirement security, including H.R. 2954, the Securing and Strong Retirement Act of 2021, S. 1770, the Retirement Security and Savings Act, and S. 4808, the Enhancing American Retirement Now Act.

Issues related to retirement security, including H.R. 2954, the Securing and Strong Retirement Act of 2021, and S. 1770, the Retirement Security and Savings Act.

Issues related to retirement security, including H.R. 2954, the Securing and Strong Retirement Act of 2021, and S. 1770, the Retirement Security and Savings Act.

H.R. 5376, the Build Back Better Act, issues related to the tax treatment of life insurance reserves, deferred acquisition costs (DAC), the corporate minimum tax and wash sales rules.

Issues related to retirement security, including H.R. 2954, the Securing and Strong Retirement Act of 2021, and S. 1770, the Retirement Security and Savings Act.

Issues related to the tax treatment of life insurance reserves and deferred acquisition costs (DAC).

Issues related to retirement security, including H.R. 2954, the Securing and Strong Retirement Act of 2021, and S. 1770, the Retirement Security and Savings Act. Issues related to Department of Labor fiduciary investment advice regulation and related prohibited transaction exemptions.

Issues related to retirement security, including H.R. 2954, the Securing and Strong Retirement Act of 2021 and S. 1770, the Retirement Security and Savings Act.

Issues related to the Securing a Strong Retirement Act of 2020.

Issues related to section 7702 of the Internal Revenue Code; and the tax treatment of life insurance products, qualified savings and life insurance companies, including the tax deductibility of insurance reserves. H.R. 6800, The HEROES Act, issues related to Section 7702 of the IRC.

Issues related to section 7702 of the Internal Revenue Code; and the tax treatment of life insurance products, qualified savings and life insurance companies, including the tax deductibility of insurance reserves. H.R. 6800, The HEROES Act, issues related to Section 7702 of the IRC.

Issues related to section 7702 of the Internal Revenue Code; and the tax treatment of life insurance products, qualified savings and life insurance companies, including the tax deductibility of insurance reserves. H.R. 6800, The HEROES Act, issues related to Section 7702 of the IRC.

Issues related to section 7702 of the Internal Revenue Code; and the tax treatment of life insurance products, qualified savings and life insurance companies, including the tax deductibility of insurance reserves. Pub. Law 115-197, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies. H.R. 748, The Middle Class Health Benefits Tax Repeal Act, all provisions.

Issues related to the tax treatment of long term care insurance. Issues related to Department of Labor fiduciary regulation and prohibited transaction exemptions. Implementation of H.R. 1994, The Setting Every Community Up for Retirement Enhancement Act of 2019 as included in Pub. Law 116-94, the Further Consolidated Appropriations Act of 2020. S. 1431, The Retirement Security and Savings Act of 2019.

Issues related to the tax treatment of long term care insurance. Issues related to Department of Labor fiduciary regulation and prohibited transaction exemptions. H.R. 1994, The Setting Every Community Up for Retirement Enhancement Act of 2019, all provisions. S. 972, The Retirement Enhancement and Savings Act, all provisions. S. 1431, The Retirement Security and Savings Act, all provisions.

Issues related to the tax treatment of life insurance products and qualified savings and life insurance companies, including the tax deductibility of insurance reserves. Pub. Law 115-197, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies. H.R. 748, The Middle Class Health Benefits Tax Repeal Act, all provisions.

Issues related to the tax treatment of long term care insurance. Issues related to Department of Labor fiduciary regulation and prohibited transaction exemptions. H.R. 1994, The Setting Every Community Up for Retirement Enhancement Act of 2019, all provisions. S. 972, The Retirement Enhancement and Savings Act, all provisions. S. 1431, The Retirement Security and Savings Act, all provisions.

Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. Pub. Law 115-197, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies. H.R. 748, The Middle Class Health Benefits Tax Repeal Act, all provisions.

Issues related to the tax treatment of long term care insurance. Issues related to Department of Labor fiduciary regulation and prohibited transaction exemptions. H.R. 1994, The Setting Every Community Up for Retirement Enhancement Act of 2019, all provisions. S972, The Retirement Enhancement and Savings Act, all provisions. S1431, The Retirement Security and Savings Act, all provisions.

Issues related to the tax treatment of long term care insurance. H.R. 1994, The Secure Act, all provisions. S972, The Retirement Enhancement and Savings Act, all provisions.

Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. Pub. Law 115-197, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies.

Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. Pub. Law 115-97, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies.

H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans. H.R. 6757, The Family Savings Act, provisions related to lifetime income. Department of Labor's regulation modifying the definition of fiduciary and related issues.

H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans. H.R. 6757, The Family Savings Act, provisions related to lifetime income.

Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. Pub. Law 115-97, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies.

H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans.

Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. Pub. Law 115-97, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies.

H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans.

Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions. Pub. Law 115-97, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies.

Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions. H.R.1, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies and non-qualified deferred compensation.

Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.

Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.

Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050/S.2405, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions. H.R. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050/S.2405, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050/S.2405, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050/S.2405, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions. H.R. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050/S.2405, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050/S.2405, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.

Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050/S.2405, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Department of Labor's proposed regulation on definition of fiduciary in ERISA. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves.

Department of Labor regulation on definition of fiduciary in ERISA. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank.

Issues related to proposals in the Administration's FY2015 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves.

S. 2270, H.R. 4510, Insurance Capital Standards Act, all provisions. H.R. 5461, provisions related to insurance capital standards. Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and globally systemically important insurers. Issues related to the negotiation of covered agreements on insurance matters.

Issues related to proposals in the Administration's FY2015 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves.

S. 2270, H.R. 4510, Insurance Capital Standards Act, all provisions. H.R. 5461, provisions related to insurance capital standards Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and globally systemically important insurers. Issues related to the negotiation of covered agreements on insurance matters.

Issues related to proposals in the Administration's FY2015 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves.

S. 2270, H.R. 4510, Insurance Capital Standards Clarification Act, all provisions. Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and globally systemically important insurers.

Issues related to proposals in the Administration's FY2015 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves.

Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. Issues related to pending tax reform proposals in Mexico.

Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. Issues related to tax reform legislation in Mexico.

Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. Issues related to pending tax reform proposals in Mexico

Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally Issues related to the "transfer of value" of insurance products Department of Treasury regulations on qualified longevity insurance productsIssues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves

Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally Issues related to the "transfer of value" of insurance products Department of Treasury regulations on qualified longevity insurance contractsIssues regarding Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves

Issues related to the Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally Issues related to the "transfer of value" of insurance products Department of Treasury regulations on qualified longevity annuity contract rules Issues regarding Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves

Issues related to Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the "transfer of value" of insurance products Department of Treasury regulations on qualified longevity annuity contract rules Issues regarding Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves

Issues related to Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the "transfer for value" of insurance contracts. Department of Treasury regulations on qualified longevity annuity contract rules.

Issues related to Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the "transfer for value" of insurance companies.

HR 1534, Savings are Vital to Everyone Act, all provisions S 2832, Lifetime Income Disclosure Act, all provisions Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income products Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure.

Issues related to Administration's FY2012 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. Law 111-147) Issues related to the Joint Select Committee on Deficit Reduction. Issues related to the "transfer for value" of insurance contracts.

Issues related to Administration's FY2102 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. Law 111-147).

HR 1534, Savings are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income products. Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure.

HR 1534, Savings Are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income products. Department of Labor initiative regarding lifetime income disclosure. Issues related to use of stable value investments in qualified savings plans.

Issues related to the Administration's FY2012 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of insurance generally. Issues related to taxation of lifetime income products.

Issues related to the Administration's FY2012 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of insurance generally. HR 1, Full Year Continuing Appropriations Act, provisions related to the Community Living Assistance Services and Support Act. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. L. 111-147)

Issues related to U.S. taxes on overseas income; the Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; the estate tax; the tax treatment of tax-qualified savings; and the tax treatment of insurance generally. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. Law 111-147) S 3590, Pub. Law 111-148, Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies

Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Administration proposal to create a Financial Crisis Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Business Act of 2009, all provisions. S 3590, Pub. Law 111-148, Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies. HR 5297, Pub. Law 11-240, Small Business Lending Fund Act, provisions related to partial annuitization.

HR 4173, S 3217, Wall Street Reform and Consumer Protection Act, provisions related to derivatives, the standard of care for broker-dealers and investment advisers, and the property rights of secured creditors of companies resolved through the FDIC's orderly liquidation authority

Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Administration proposal to create a Financial Crisis Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Business Act of 2009, all provisions. S 3590 (Pub. Law 111-148), Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies

HR 4173, Wall Street Reform and Consumer Protection Act, provisions related to the Federal Insurance Office, a new resolution authority for non-banks, consultation with state regulators on issues related to insurers that pose potential systemic risk, the Consumer Financial Protection Agency, and suitability standards for annuities. S 3217, Restoring American Financial Stability Act, provisions related to Office of National Insurance, a new resolution authority for non-non-banks, consultation with state regulators on issues related to insurers that pose potential systemic risk, the Consumer Financial Protection Bureau, and suitability standards for annuities.

Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to the Subpart F exemption for active financing. Administration proposal to create a Financial Services Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009, all provisions. S 2826, CREATE Jobs Act of 2009, provisions related to refundable tax credits for wind energy. S 3590, Patient Protection and Affordable Health Care Act, provisions related to Medicare tax on investment income.

Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, The Tax Extenders Act of 2009, provisions related to the Subpart F exemption for active financing. HR 4154, The Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009, all provisions. S 2826, The CREATE Jobs Act of 2009, provisions related to refundable tax credits for wind energy. HR 2749, Retirement Security Needs Lifetime Pay Act, all provisions. S 1297, Retirement Security for Life Act, all provisions.

HR 4173, Wall Street Reform and Consumer Protection Act, provisions related to the Federal Insurance Office, a new resolution authority for non-banks, consultation with state regulators on issues related to insurers that pose potential systemic risk, the Consumer Financial Protection Agency, and suitability standards for annuities. HR 1880, National Insurance Consumer Protection Act, all provisions.

HR 2609, Insurance Information Act, all provisions. HR 1880, National Insurance Consumer Protection Act, all provisions S 1263, HR 1571 Nonadmitted and Reinsurance Reform Act, provisions in Title II related to reinsurance reform. HR 3126, Consumer Financial Protection Agency Act, all provisions. HR 1754, S 664, Financial System Stabilization and Reform Act, all provisions. Administration proposals regarding financial services regulatory reform, including enhanced systemic risk oversight and new resolution authority.

Issues related to the Subpart F exemption for active financing; deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insruance and the dividends-received deduction; and the tax treatment of insurance generally.

HR 2609, Insurance Information Act, all provisions. HR 1880, National Consumer Protection Act, all provisions. S 1263, HR 1571, Nonadmitted and Reinsurance Reform Act, provisions in Title II related to reinsurance reform. HR 1754, S 664, Financial System Stabilization and Reform Act, all provisions. HR 1705, S 566 Financial Product Safety Commission Act Administration proposals regarding financial services regulatory reform, including proposals to create an Office of National Insurance, Consumer Financial Protection Agency, enhanced systemic risk oversight and new resolution authority for bank holding companies and other financial institutions.

Issues related to the Subpart F exemption for active financing; deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally.

HR 1, American Recovery and Investment Act, provisions dealing with net operating loss carryback. HR 436, Certain Estate Tax Relief Act, all provisions. Issues related to the Subpart F exemption for active financing; deferral of U.S. taxes on overseas income; deferred compensation, tax treatment of estate assets; tax treatment of insurance generally.

H.R. 2205/S1010- Retirement Security for Life Act, regarding incentives for annuitization; all provisions H.R. 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions H.R. 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions

S2886 - Alternative Minimum Tax and Extenders Relief Act; H.R. 6049 - Renewable Energy and Job Creation Act; provisions related to tax treatment of overseas income earned by subsidiaries, renewable energy tax credits H.R. 1424 Emergency Economic Stabilization Act; provisions related to gain or loss from sale of preferred stock, provisions related to the tax treatment of executive compensation Issues related to partial annuitization and exchange of annuities, tax treatment of estate assets, deferred compensation, required minimum distribution rules for qualified retirement plans, tax treatment of life insurance generally.

S 40/HR 3200 - National Insurance Act, regarding federal regulation of insurance; all provisions HR 5480 - Insurance Information Act, regarding federal office for insurance; all provisions HR 5611 - National Association of Registered Agents and Brokers Reform Act, regarding producer licensing; all provisions HR 1065/S 929 - Nonadmitted and Reinsurance Reform Act; all provisions HR 1424, Emergency Economic Stabilization Act; Secs. 104 and 125, provisions related to regulatory modernization; Sec. 134, related to recoupment of costs of Troubled Assets Relief Program

S 2886 - Alternative Minimum Tax and Extenders Relief Act; HR 6049 - Renewable Energy and Job Creation Act, HR 7060 - Renewable Energy and Job Creation Tax Act; provisions related to tax treatment of overseas income earned by subsidiaries and renewable energy tax credits Issues related to partial annuitization and exchange of annuities, tax treatment of estate assets, deferred compensation, required minimum distribution rules related to qualified retirement plans and annuities, tax treatment of insurance generally HR 1424, Emergency Economic Stabilization Act; Sec. 301, related to treatment of gain or loss from sale of preferred stock