Advocacy

NAILBA Now Updates from AALU

As part of NAILBA's partnership agreement with AALU concerning advocacy efforts, AALU provides government affairs updates for our e-newsletter, NAILBA Now. You can review current and past updates here.

 

Updates from AALU 2017

February 28, 2017

Sneak Peeks: Opportunities to participate in advocacy updates and discussions

Special Washington Report - Survey Says: Tax Reform & Client Planning - What Advisors Are Seeing & Saying.
AALU Counsel Greenberg Traurig conducted a survey of top CPA and tax firms to learn what they are telling their clients about developments in tax reform. Read the February 23 report here.

Advocacy Update Webinar
Monday, March 6
11am EDT (30 minutes)
Join AALU for a sneak preview of their members-only advocacy update from staff experts for the latest buzz from Capitol Hill. Register here.

NAILBA/AALU Monthly Interactive Webinar
Monday, March 13
1pm EDT (30 minutes)
NAILBA Chairman Jim Sorebo and AALU Chief Operating Officer Marc Cadin will discuss the organizations’ partnership and current opportunities and challenges in today’s political environment. Register here.

NAILBA/AALU February 9 Webinar Recording
In a webinar earlier this month, NAILBA Chairman Jim Sorebo conferred with AALU’s staff including Marc Cadin, Chris Morton, and counsel Brad Campbell of Drinker Biddle to discuss the state of the DOL fiduciary rule and the tax reform push under the Trump Administration. To access the webinar recording, visit the Library of NAILBA Network, and log in using your email and password.  Using the top menu, select Browse, Library Entries, and listen to the recording from February 9.

February 14, 2017

In a webinar last week, NAILBA Chairman Jim Sorebo conferred with AALU’s staff including Marc Cadin,  Chris Morton, and counsel Brad Campbell of Drinker Biddle to discuss the state of the DOL fiduciary rule and the tax reform push under the Trump Administration.

To access the webinar recording, visit the Library of NAILBA Network, and log in using your email and password.  Using the top menu, select Browse, Library Entries, and listen to the recording from February 9.

January 31, 2017

Given the uncertainty around big issues like DOL, Tax Reform and what’s happening in Washington that will affect you and the advisors you work with, and even their clients, AALU and NAILBA are sharing some new information, thanks to our ongoing partnership. 

AALU will be sharing regular updates on how to Navigate the New Administration.  These updates will begin with a kickoff DOL webinar for NAILBA members (link removed) on February 9 at 10 am ET. Panelists will include former Department of Labor official and Drinker Biddle counsel, Brad Campbell (AALU’s Department of Labor counsel), NAILBA Chairman Jim Sorebo, and from AALU Marc Cadin and Chris Morton. Any NAILBA members who sign up for the webinar will receive a compilation of the most salient content released thus far in the AALU’s Navigating the New Administration series. The compilation will include:

  • DOL Proposes New Class Exemption Allowing “Insurance Intermediaries” to Enter into BICE Arrangements (The IMO/FMO Exemption)
  • What to Tell Your Clients About the Estate Tax
  • What to Tell Your Clients About Tax Reform 

Later in February, NAILBA will receive a white paper explaining the reconciliation process along with a podcast, as well as a special edition Washington Report Marketplace from Greenberg Traurig about how CPAs and tax attorneys are advising their clients on potential estate tax repeal.

Questions about the AALU update? Contact Jack Chiasson, NAILBA CEO at jchiasson@nailba.org or 703.383.3081.

 

Updates from AALU 2015-2016

View in PDF format here.

 

For more information, feel free to contact the Board of Directors via Jack Chiasson, NAILBA CEO at jchiasson@nailba.org or by phone to 703.383.3081.

 

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