As a partner with Davis & Harman LLP, Bryan Keene advises clients on a variety of issues relating to the federal income tax treatment of life insurance and annuity products, focusing particularly on variable insurance products (registered and non-registered), annuities (qualified and non-qualified), IRAs, 403(b) contracts, and corporate-owned life insurance. In addition, Bryan represents clients before the Internal Revenue Service and the Treasury Department on insurance tax matters and is a frequent commentator on proposed regulations and other guidance projects affecting the life insurance industry.
He has co-authored several articles including: "The Taxes on Starlight: A Case for the Repeal of Sections 809, 815, and 1503(c) of the Internal Revenue Code," in 20 Insurance Tax Review 31 (2001), and "The Impact of Financial Services Reform on State Insurance Regulation," in the Journal of Financial Service Professionals (November 2000).
Mr. Keene is a member of the District of Columbia Bar
Education:
J.D., University of Florida (1998) cum laude
B.S., University of Florida (1994)
Tax Management Portfolios™
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Income Tax Definition of Life Insurance and Annuity Contracts (Portfolio 528)
Bloomberg Tax Portfolio 528 T.M., Income Tax Definition of Life Insurance and Annuity Contracts, addresses the definition of a life insurance or annuity contract for federal tax purposes.