"Accept the challenges so that you may feel the exhilaration of victory" - General George S. Patton AALU Washington Report 10-15 Dated February 3, 2010 - Administration's Budget Proposals Contain Changes to Taxation of Life Insurance and Estate and Gift Taxes (Revised Greenbook) AALU Washington Report 08-06 Dated January 17, 2008 - IRS Issues COLI Reporting Form AALU Washington Report 07-101 Dated November 13, 2007 - IRS Issues Regulations on COLI Reporting AALU Washington Report 07-84 Dated September 21, 2007 - IRS Releases Private Rulings on Insurance Company - Owned Life Insurance IRS #200738017 Release Date September 21, 2007 - Modification to Private Letter Ruling Dated May 3, 2007. IRS #200738016 Release Date September 21, 2007 - Private Letter Ruling dated May 3, 2007 AALU Washington Report 07-82 Dated September 11, 2007 - IRS Issues Safe Harbor for Insurance Company-Owned Life Insurance AALU Washington Report 06-83 Dated August 2, 2006- COLI Best Practices Provision Included in House Pension Bill IRS Form 8925 18500 Lake Road, Suite 220, Cleveland, OH 44116    TEL: 440.356.8858    FAX: 440.356.8857 Powered By