Primer:  Introduction to Tax Reserves

Primer:  Introduction to Tax Reserves

Date: November 10, 2020
Time: 10:00 am - 11:50 am
Credit Hours: 2

Introduction to tax reserves will focus on life insurance reserves including defining life insurance and annuity reserves, discuss the tax reserve method and review the basics of Principle Based Reserves.  The session will also cover the new regulations and Revenue Ruling 2020-19.

Session PowerPoint Presentation

Speakers