Ideas & Insights

IRS has issued two campaigns for Life Insurers and issues regulations on the calculation of life insurance reserves under section 807(d).

The U.S. Department of Labor has issued necessary regulations for service providers that want to offer PEP arrangements to their clients.

Changes to NOL rules under the TCJA and CARES Act are implemented for consolidated corporate groups under new proposed regulations.

DOL proposes prohibited transaction exemption for Financial Institutions and Investment Professionals providing advice to participants.

The U.S., Cayman, and other jurisdictions extend deadlines for filing FATCA and CRS reports, but exams and compliance programs continue.

The five-year carryback rule applies to insurance companies, both life and non-life, although both categories are singled out in the Act.

Join us on Tuesday, March 28 for a webcast examining risk management strategies designed to help preserve your wealth for future generations.