"I enjoy being part of a team that provides innovative solutions to our clients’ tax issues."
Daniela Stoia, Partner
Alison R. Peak
Partner
Tel 202-347-2230    Fax 202-393-3310
arpeak@davis-harman.com      DOWNLOAD VCARD
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 the Vice-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-author of the BNA Tax Management Portfolio: Income Tax Definition of Life Insurance and Annuity Contracts (Bloomberg Tax). She is a contributing author to the Annuities Answer Book (Panel Publishing, 5th Ed., 2017) and an occasional contributor 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 husband and their dog and she is active in animal welfare and rescue. She currently serves on the Board of Directors for Basset Rescue of Old Dominion, Inc. (BROOD).

Professional Memberships
  • American Bar Association, Section of Taxation
  • Federal Bar Association
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
The Willard
1455 Pennsylvania Avenue, NW
Suite 1200
Washington, DC 20004
Tel 202-347-2230
Fax 202-393-3310