“We always have tried to make the Insurance Tax Seminar a collaborative conference that includes professionals from the insurance industry, private practice, and the IRS.  This year’s seminar will include very exciting discussions and a good exchange of ideas,” enthuses Surjya Mitra, co-chair of the Insurance Tax Seminar and moderator of the panel titled, “International Potpourri and Post-Tax Reform.”

The FBA Section on Taxation facilitates a key dialogue between insurance industry and government sector professionals and allows participants to stay up-to-date on the latest tax developments and guidance and provides an opportunity for professional networking.  Throughout the Insurance Tax Seminar, subject matter experts from “both sides of the aisle” share information and viewpoints on myriad company tax, product tax, and other relevant insurance tax topics.

Jean Baxley

Jean Baxley, co-chair of the Insurance Tax Seminar, describes the unique attributes of this year’s conference:  “We have Charles P. Rettig, the IRS Commissioner, speaking at the Luncheon on May 30, which is exciting.  This year, we have relatively higher panel participation by in-house insurance company professionals, as well as great Treasury Department lawyers, and a very nice contingency of outside consultants.” 

Both Surjya and Jean are elated to serve as co-chairs of this seminar, and bring attendees a winning group of panelists and panel hot topics critical to the successful and ethical practice of insurance and tax law.  “We are both specialists in taxation of insurance companies and we have been attending the seminar for years.  Jean and I wanted to both be more involved and rose to the occasion when Lori Jones decided to step down from serving as the Chair,” remarks Surjya, Managing Director of PwC.

Speaking of getting more involved, first time attendees are encouraged to talk with panelists and seminar organizers.  “We’re always looking for new people to get involved on a panel or on the advisory committee,” explains Jean, a Managing Director with Deloitte Tax LLP.  

She continues, “We do have counsel from the various tax writing committees in our plenary session so that will be important for attendees.  We have a cocktail reception at the end of the first day and all attendees are welcome.  It is a great chance for further exchange of ideas.”  This year’s Insurance Tax Seminar will also feature lunches, the traditional ice cream break, and lots of chances for people to talk intently about an issue or issues that were mentioned in prior sessions.

Proposal Portrait
Surjya Mitra

The time is ripe for a conference of this caliber which showcases illustrious speakers from private practice, academia, and the government.  “This year’s seminar will have a more robust agenda than prior years.  We now have a lot more TCJA guidance and that adds to the effectiveness of the conference.  It has been one more year since tax reform so panelists have even more experience to talk about its impact,” observes Surjya.

We look forward to seeing you on May 30-31, 2019 in Washington, D.C. for the Insurance Tax Seminar!  Register today at www.fedbar.org/instax19.  

About Jean Baxley:  Jean is a Managing Director in the Corporate group of the Washington National Tax practice of Deloitte Tax LLP. She has over 20 years of experience advising insurance companies and business clients throughout all stages of the tax life cycle–from planning to reporting and compliance to the tax controversy and IRS Appeals process.

 Jean is a Co-Chair of the 2019 FBA Insurance Tax Seminar, a member of the Tax Section of the American Bar Association (ABA) Insurance Companies Committee, and an active member of the Tax Section of the Society of Actuaries (SOA); she also serves on the Editorial Board of the SOA publication, Taxing Times.

She received her LLM in Taxation (with distinction) from Georgetown University Law Center, her JD from George Mason University School of Law (now, Antonin Scalia Law School) , and her BA from the College of William and Mary in Virginia.

About Surjya Mitra:  Surjya Mitra is a Managing Director in PwC’s National Tax office in Washington DC. Surjya’s practice involves providing tax advice to domestic and foreign insurance companies and brokers, and captive insurance companies. He has authored several articles on insurance tax topics and has presented insurance tax-related topics at various seminars.

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.