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This memorandum was prepared by Greg Serio of Park Strategies, LLC, Association Management for FinsecaNY. May 4, 2021 As expected, the issues of race and insurance and of COVID-19 were two prominent themes throughout the NAIC Spring Meeting, and conversations frequently returned to racial disparities, discriminatory practices, and industry responses to the pandemic. The activities…
This memorandum was prepared by Greg Serio, Candace Thorson, and Tom Buchan of Park Strategies, LLC, Association Management for FinsecaNY. May 4, 2021 The National Council of Insurance Legislators (NCOIL) ran a hybrid in-person/virtual meeting immediately after the NAIC meeting this month. NCOIL has been conducting its meetings this way for the past number of…
NY 187 regulation ruled unconstitutional by NY appellate court
Topics: advocacy, Compliance, NY 187, Regulation
May 4, 2021 On April 29, 2021, the appeals court in New York, issued an Opinion and Order ruling that the New York State Department of Financial Services First Amendment to 11 NYCRR 224 (Insurance Regulation 187), Suitability and Best Interests in Life Insurance Annuity Transactions, was unconstitutionally vague. This reversed the decision of the…
IRS Issues Surprising Guidance on IRA RMD’s
Topics: advocacy, Estate planning, Estate tax, individual tax, IRAs, Retirement planning, RMDs, SECURE Act
Josh Caron Finseca VP Legislative Affairs 4.20.21 On March 25th, the IRS issued Publication 590, an annual release of the tax rules on withdrawing funds from individual retirement accounts. Contained in the publication is guidance that has been interpreted to state that eligible beneficiaries who inherited an IRA after SECURE went into effect would be…
Budget Chairman Bernie Sanders holds hearing on “rigged” tax code – preview of infrastructure offsets?
Topics: advocacy, Estate planning, Estate tax, individual tax, wealth tax
Josh Caron Finseca VP Legislative Affairs 4.6.21 The Senate Banking Committee, chaired by Independent Senator Bernie Sanders (I-VT), convened a hearing on March 25th to hear from witnesses concerning the “rigged tax code and making the wealthiest people and largest corporations pay their fair share of taxes”. Speaking at the hearing were Abigail Disney (Level…
The Biden Infrastructure Plan Part 1 An Analysis
Topics: advocacy, Biden Administration, Business Tax, individual tax, Tax, Tax & Policy
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Webinar: 2021 Tax Policy Insights for Estate Planning Professionals
Topics: advocacy, Business Tax, Estate planning, Estate tax, Tax, taxes, Wealth transfer
Will there be significant tax legislation in 2021? If so, how will the legislation affect the wealth transfer/estate planning market? Listen to Jeff Ricchetti for insights as to how the legislative winds are blowing at the end of Q1.
162(m) – Changes to Executive Compensation at Publicly Traded Companies(opens new window)
Topics: 162(m), advocacy, business insurance, Business Tax, executive compensation, NQDC, Tax Insights
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