For insurance-related businesses, anticipating the impact of regulatory changes and evolving customer needs is vital to survive and thrive. The Federal Bar Association’s upcoming Insurance Tax Seminar in Washington, D.C. offers a multidisciplinary approach to insurance and tax trends and issues.
The insurance industry is continually evolving, offering new and improved products to meet the needs of a changing demographic while adopting innovative approaches and technologies to deal with fluctuations in tax rules and regulatory requirements. The intersection of these rules for insurance companies is an increasingly complex landscape that calls for insurance tax professionals, accountants, financial advisors, and lawyers to work closely and efficiently.
The FBA Section on Taxation is proud to present a forum for both the insurance and tax fields to share information, exchange ideas, and forge relationships with others in the industry. At the Insurance Tax Seminar, learn from experts about recent changes affecting the industry as a result of the Tax Cuts and Jobs Act, and best practices for tax planning and compliance.
Join the Federal Bar Association in Washington, D.C. at the JW Marriott on May 31 – June 1, 2018 for an in-depth seminar for insurance tax professionals to discuss ideas and review new policies relating to the taxation of insurance companies and insurance products. Through April 20, 2018 enjoy reduced registration rates using the early bird special. To learn more please visit www.fedbar.org/instax18.
The Insurance Tax Seminar is a seminal opportunity to meet and network with insurance tax professionals and foster your career development by examining the latest issues in insurance and tax law. Practitioners have a unique opportunity during this two-day conference to review statutory changes impacting the tax and insurance industry. Speakers will discuss compliance with the myriad federal income tax and state insurance law rules governing insurance products.
Sessions at the Insurance Tax Seminar will explore the following areas:
- Legislative proposals affecting insurance products
- Health insurance company tax issues
- Investment tax update (including tax reform)
- Product tax issues associated with the design, issuance, and administration of life insurance and annuity products with an emphasis on guidance and rulings from the IRS and the Treasury Department
- Federal income tax principles affecting property/casualty insurance companies
- Most significant compensation and employee benefits issues faced by insurance companies today, including equity compensation issues, business travel and wellness plans plus issues that have been the subject of recent IRS examinations
- Audit, appeals, ethics rules, and tax litigation
- Mergers and acquisitions and debt restructurings
Conference speakers have a wealth of technical knowledge in the insurance tax area, covering current events, legislative initiatives, administrative developments, and state and federal laws. They bring to the Seminar extensive practical experience in advising insurance companies and representing them in administrative and judicial forums.
Register on or before April 20, 2018 for the Insurance Tax Seminar to take advantage of early bird rates! Sign up now at www.fedbar.org/instax18.
Stacy Slotnick, Esq. holds a J.D., cum laude, from Touro Law Center and a B.A., summa cum laude, from the University of Massachusetts Amherst. She performs a broad range of duties as an entertainment lawyer, including drafting and negotiating contracts; addressing and litigating trademark, copyright, patent, and other IP issues; and directing the strategy and implementation of public relations, blogging, and social media campaigns.