2018 Insurance Tax Seminar



 

The insurance industry is constantly evolving, offering new and improved products to meet the needs of a changing demographic, and adopting 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. 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.

Three Ways to Register:
1) Register Online
2) Fax the PDF Registration Form to 571-481-9090
3) Mail the PDF Registation Form to Federal Bar Association; Attn: 2018 Insurance Tax Seminar; PO Box 79395; Baltimore, MD 21279 
 
 

 Early Bird
(on or before 4/20/18)

 Regular
(after 4/20/18)

FBA Sustaining Member  

 $475

$520

FBA Member

$500

$550

Nonmember

$680

$730

Government

$125

$135

Student

$90


 


Thursday, May 31
7:45-8:45 a.m. Registration and Continental Breakfast
8:45-8:55 a.m. Introduction and Welcome by the Seminar Coordinators
Lori J. Jones, Scibner, Hall & Thompson LLP
Alex MacIvor, Branch Chief, Insurance Branch, FI&P, Office of Chief Counsel, I.R.S.
9:00-10:00 a.m. SESSION 1: TAX CUTS AND JOBS ACT: A HIGH-LEVEL OVERVIEW
10:05-11:05 a.m. SESSION 2A: LIFE COMPANY TAX ISSUES: TAX REFORM AND AUDIT ISSUES 

SESSION 2B: HOW WILL THE NEW “TERRITORIAL” SYSTEM AFFECT INSURERS?
11:05-11:20 a.m. Break
11:20 a.m.- 12:20 p.m. SESSION 3A: LIFE COMPANY TAX RESERVES: TAX REFORM, PBR, AND AUDIT ISSUES

SESSION 3B: BEAT AND GILTI ANTI-ABUSE PROVISIONS IN THE NEW TERRITORIAL SYSTEM

SESSION 3C: STATE AND LOCAL TAX ISSUES
 
12:30-1:45 p.m. LUNCHEON AND ADDRESS
Introduction: Brion D. Graber, Partner, Scribner, Hall & Thompson LLP
2:00-3:00 p.m. SESSION 5A: PROPERTY/CASUALTY COMPANY TAX ISSUES: TAX REFORM AND AUDIT ISSUES

SESSION 5B: GENERAL UPDATE ON INTERNATIONAL TAX ISSUES

SESSION 5C: UPDATE ON PARTNERSHIP AUDIT RULES
3:05-4:05 p.m. SESSION 6A: PRODUCT TAX UPDATE

SESSION 6B: HEALTH INSURANCE COMPANY TAX ISSUES

SESSION 6C: UPDATE AND CURRENT ISSUES UNDER INTERNATIONAL INFORMATION
REPORTING REQUIREMENTS

4:05-4:20 p.m. Break
4:20-5:20 p.m. SESSION 7A: TAX/CAPITAL PLANNING/FINANCIAL REPORTING AND CORPORATE STRATEGY

SESSION 7B: COMMON INFORMATION REPORTING ISSUES FROM AN OPERATIONAL PERSPECTIVE

SESSION 7C: WHAT RISKS QUALIFY AS INSURANCE RISKS AND WHY?
5:30-7:00 p.m. RECEPTION - All registrants welcome
Friday, June 1
7:45-8:25 a.m. Registration and Continental Breakfast
8:25-8:30 a.m. Introduction and Reminders
8:30-9:15 a.m. SECOND PLENARY SESSION: UPDATE FROM THE INSURANCE BRANCH
9:20-10:20 a.m. SESSION 8A: INVESTMENT TAX UPDATE (INCLUDING TAX REFORM)

SESSION 8B: LB&I CAMPAIGNS: LESSONS LEARNED FROM THE IRS’ PERSPECTIVE

SESSION 8C: TAX TRANSFORMATION – WHAT WILL AN INSURANCE TAX DEPARTMENT LOOK
LIKE IN 5 YEARS?

10:20-10:40 a.m. Break
10:40-11:40 a.m. SESSION 9A: ETHICS AND CYBERSECURITY ISSUES

SESSION 9B: TAX REFORM AND EMPLOYEE COMPENSATION AND BENEFITS

SECTION 9C: NETWORKING SESSION
11:45 a.m.-12:30 p.m. TAKEAWAY PANEL/Q&A 
12:30 p.m. BOX LUNCHES AVAILABLE

A discounted block of rooms has been reserved for attendees at the JW Marriott at $319/night (plus state and local taxes). Reservations must be made by Wednesday, May 9, 2018. Call 1-800-228-9290 and refer to the “Federal Bar Association Insurance Tax Seminar” to reserve your room.

Any reservations received after the above date or until the block is full, whichever is sooner, will be accepted based on a room-type and rate-available basis.



Please contact Jordan Weiss if you are interested in sponsoring this conference.

Date
May 31 - June 1, 2018
Location
JW Marriott
1331 Pennsylvania Ave NW
Washington, DC 20004
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