Tax Work Group

The Tax Work Group educates the Life Practice Council and its Committees and Work Groups on federal income tax issues. The Work Group clarifies the potential tax implications of proposals and identifies and communicates constraints, options, and alternatives.

Staff liaison: John Meetz

Chairperson: Barbara Gold
 William Aguayo
 Nancy Bennett
 Timothy Branch
 John Bruins
 Mary Caramagno
 Steven Chamberlin
 Donna Claire
 Janine Cleland
 Armand De Palo
 Ann Delaney
 Christian Desrochers
 Alan Mark Emmer
 Jane Hamrick
 Barbara Lautzenheiser
 Brian Lessing
 Carol Meyer
 Kory Olsen
 Arthur Panighetti
 Brian Prast
 Michael Reilly
 James Reiskytl
 Edward Robbins
 Bruce Schobel
 Barbara Snyder
 David Tovson
 Michael Villa
 Donald Walker
 Vincent Zink

Related Publications

VM-02 References to Mortality Tables APF
Tax WG and the Nonforfeiture Improvement WG's amendment proposal form to LATF regarding VM-02 references to mortality tables. (January 12, 2012)
VM-02 Transition Period APF
Tax WG and the Nonforfeiture Improvement WG's amendment proposal form to LATF regarding VM-02 transition period. (January 12, 2012)
Maximum Nonforfeiture Interest Rate APF
Tax WG and the Nonforfeiture Improvement WG's amendment proposal form to LATF regarding maximum nonforfeiture interest rate. (January 12, 2012)
Standard Nonforfeiture Law References to Mortality Tables APF
Tax WG and the Nonforfeiture Improvement WG's amendment proposal form to LATF regarding nonforfeiture references to mortality tables. (January 12, 2012)
Approaches to Setting the Discount Rate for Valuation of Insurance Contracts: A Discussion Paper
Tax Work Group discussion paper regarding tax implications for structuring new commissioners’ mortality tables to include the extra mortality risk of business not subject to full underwriting. (December 14, 2011)
Tax Implications of Proposals for Structuring Commissioners’ Mortality Tables to Include the Extra Mortality Risk of Business not Subject to Full Underwriting
Tax Work Group discussion paper to the Life Actuarial Task Force and the American Council of Life Insurers regarding tax implications for structuring new commissioners’ mortality tables to include the extra mortality risk of business not subject to full underwriting. (December 07, 2011)
Follow-up Comment to LATF with Suggested Revisions to VM-20
Tax Work Group, in conjunction with the Nonforfeiture Improvement Work Group, follow-up comment letter to the Life Actuarial Task Force with suggested revisions to VM-20. (October 12, 2011)
Letter to LATF on Proposed Language in VM-02
Tax Work Group in conjunction with the Nonforfeiture Improvement Work Group comment letter to the Life Actuarial Task Force regarding issues associated with proposed language in VM-02. (October 03, 2011)
Tax WG Report on Three-Year Statutory Transition Period
Tax Work Group report regarding Federal Tax Reserves and the Life PBR Elective Three-Year Statutory Transition Period for the NAIC's Life Actuarial Task Force. (March 01, 2011)