There are few, if any, insurance planning, structuring or decision-making that can be made without regard to tax issues. How can your business or client adopt new approaches to deal with changes 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 and IRS representatives to work closely and efficiently.

At the Insurance Tax Seminar in Washington, D.C. on May 31 – June 1, 2018, the Federal Bar Association’s panel of insurance and tax lawyers will survey the insurance industry’s new and improved products to meet the needs of a changing demographic. Register today for the Insurance Tax Seminar at www.fedbar.org/instax18.   Sign up on or before April 20, 2018 for early bird registration rates!

On December 22, 2017, President Donald Trump signed into law sweeping tax reform (commonly referred to as the “Tax Cuts and Jobs Act”), effective in 2018. It introduces a variety of new and revised provisions that will modify the fundamental tax principles upon which many insurance investments, business, and organizational decisions have been made.  Seminar sessions will feature product, tax, legal, business, and compliance experts as well as IRS representatives. Recent changes in the qualification requirements of insurance products and a host of product tax issues will be discussed and debated.

The Federal Bar Association’s annual seminar, hosted in the heart of the nation’s capital, brings dual perspectives, leading tax practitioners, and key government officials together to present a thoughtful as well as thorough review of potential scenarios, tax priorities, and changes in the insurance landscape.

Panelists at the Insurance Tax Seminar will review issues associated with professionals providing investment, retirement, and tax planning services; insurance and risk management; product taxation; and new business strategies.

Guidance direct from the IRS, Treasury, DOJ, CPAs, and insurance industry will help you find the best path forward in advising your clients. Financial and legal professionals at every experience level, who are involved with tax planning, consulting, and compliance, will gain valuable insight from a wide range of regulatory issues including tax, estate, retirement, and investment.

The Insurance Tax Seminar will deliver a holistic approach to shaping tax, financial, and insurance decisions. This seminar offers ample opportunities for networking, questions, and information exchange. All attendees will benefit from the unique expertise of FBA presenters and take away a greater understanding of the latest insurance product tax issues. Additionally, panelists will take a deep dive into developments in corporate tax reform and other legislative activity affecting the insurance industry.

Participants will be brought up-to-date on recent IRS guidance and learn the newest tax issues related to products designed and administered by life insurance companies. Product development experts will provide vital insight into the challenges of developing and administering products within the requirements of the Internal Revenue Code (IRC).

The FBA Section on Taxation once again provides a forum for both sides to share information, exchange ideas, and forge networking relationships with others in the industry. 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.  Register at www.fedbar.org/instax18 on or before April 20, 2018 to enjoy early bird rates!


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.