Alison R. Peak
Partner
Alison Peak is a partner in the law firm of Davis & Harman LLP. Alison advises clients on a wide range of issues relating to insurance products and company taxation. Her practice focuses on the federal tax treatment of variable and fixed annuities, life insurance contracts, and IRAs, by providing advice on the design, implementation, and compliance of these products. She also advises clients on tax withholding and reporting obligations related to insurance contracts and IRAs and the tax treatment of insurance company separate accounts, including issues relating to diversification and investor control. In addition, Alison represents clients before the Internal Revenue Service obtaining private letter rulings and closing agreements on insurance tax matters.
Alison is currently a Co-Chair of the ABA Section of Taxation, Committee on Insurance Companies. Alison often speaks on topics related to insurance tax and has given presentations at the Federal Bar Association’s Insurance Tax Seminar, the Insurance Tax Conference, the Society of Actuaries Life & Annuity Product Symposium, the Society of Actuaries Product Tax Seminar, and the ABA Tax Section meetings.
Alison is a co-editor and contributing author to the 403(b) Answer Book (Wolters Kluwer, 11th Ed.). She is also a co-author of the BNA Tax Management Portfolio: Income Tax Definition of Life Insurance and Annuity Contracts (Bloomberg Tax) and a contributing author to the Annuities Answer Book (Wolters Kluwer, 5th Ed.). She occasionally contributes to Taxing Times (Society of Actuaries).
"Life insurance and annuities continue to be a growing area of the financial products industry," says Alison Peak. "I enjoy working with clients to develop insurance products as they evolve."
Prior to joining Davis & Harman LLP, Alison graduated from Georgetown University Law Center’s LLM tax program, with Distinction, where she received the Thomas B. Chetwood, SJ, Prize for Highest Academic Average. She received her JD, cum laude, from the Washington College of Law at American University—where she was a Mussey-Gillett Fellow and a Line Editor for the Journal of Gender and Social Policy.
Alison enjoys traveling with her family and their dog and she is active in animal welfare and rescue. She previously served on the Board of Directors for the Basset Rescue of Old Dominion, Inc. (BROOD)
Professional Memberships
- American Bar Association, Section of Taxation
Bar and Court Admissions
- District of Columbia
- New York
The Willard 1455 Pennsylvania Avenue, NW
, Suite 1200
Washington, DC 20004 Tel 202-347-2230
Fax 202-393-3310
Education
- BS, Highest Distinction, University of Kansas, 2002
- JD, cum laude, American University Washington College of Law, 2005
- LLM Taxation, Distinction, Georgetown University Law Center, 2007
Recent Publications
and Presentations
The Willard
1455 Pennsylvania Avenue, NW
Suite 1200
Washington, DC 20004
Tel 202-347-2230
Fax 202-393-3310
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