Insurance Tax Seminar

On-Site Registration is Available

Join the Section on Taxation for its annual Insurance Tax Seminar on June 2-3, 2022 at the JW Marriott in Washington, DC.

This year’s in-person seminar will feature topical tax discussions between industry tax professionals, tax advisors, consultants, and government tax professionals. Attendees will get the latest tax news on IRS guidance and other developments, and hear real-time commentary and perspectives from numerous industry tax specialists.

This year’s agenda will offer 23 sessions—including a couple of “fundamentals” sessions for attendees who are newer to insurance tax. Seminar panels have been crafted to cover a range of viewpoints on the latest insurance company, insurance product, international, and other relevant and timely tax topics—including potential legislation, recent IRS and OECD guidance, and post-COVID workplace issues.

This event is scheduled to take place in-person without a streaming component. The FBA is committed to creating an event experience where our participants, partners and employees can safely and effectively conduct business, network and learn. We will follow current CDC guidelines as well as any applicable protocols that may be required by our venues, state and local governments. If the event converts to a hybrid experience, we will share updates on this page and attendees will be notified.

Agenda At-A-Glance

[View the Full Detailed Agenda]

Session Times are Subject to Change and posted in Eastern Time Zone.
Check back for more detailed panel information. 

Wednesday, June 1

[New Time] 5:00 – 7:00 PM | Opening Reception
Hosted by Crowe LLP

Thursday, June 2

9:00 – 10:00 AM | 2022 Legislative Update

10:10 – 11:10 AM | Concurrent Sessions

• Life Company Tax
• International-Inbound Issues
• Emerging Accounting Topics

11:10 – 11:30 AM | Morning Refreshment Break

11:30 AM – 12:30 PM | Concurrent Sessions

• International-Outbound Issues
• Captive Insurance Primer*
• Cryptocurrency

12:30 – 2:00 PM | Keynote Luncheon

2:00 – 3:00 PM | Concurrent Sessions

• P&C Company Tax
• Investment Taxation
• IRS (and Other) Tax Guidance*

3:10 – 4:10 PM | Concurrent Sessions

• Health Company Tax
• International-OECD Developments
• Product Tax

4:10 – 4:30 PM | Afternoon Refreshment Break

4:30 – 5:30 PM | Concurrent Sessions

• Information Reporting
• M&A + Transactions
• IRS Procedural/Controversy Topics

5:30 – 7:00 PM | Evening Reception

Friday, June 3

8:30 – 9:10 AM | Insurance Branch Update

9:20 – 10:20 AM | Concurrent Sessions

• Post-COVID Workplace Discussion
• Consolidated Return Issues
• History of Annuity Taxation*

10:40 – 11:40 AM | Concurrent Sessions

• Multistate Tax Topics of Interest
• ESG
• Ethics

11:50 AM – 12:30 PM | Takeaways

12:30 PM | Boxed Lunch Available

*Denotes primer-level (or refresher) content

Registration

Advance registration for this event is now closed.
Onsite registration will be available at the JW Marriott on program dates.

[Full Seminar Package]
Includes access to Light Breakfasts, Refreshment Breaks, THU Plated Lunch, THU Welcome Reception, and FRI Boxed Lunch.

• $550 – Sustaining Member           
• $580 – Member
• $730 – Nonmember
• $175 – Government/Academic
• $125 – Law Student

[Basic Seminar Package]
Includes access to Light Breakfasts, Refreshment Breaks, and THU Welcome Reception. Does not include both lunches.

• $475 – Sustaining Member           
• $500 – Member
• $650 – Nonmember
• $150 – Government/Academic

Sponsors

Premier

Event Partner

Conference Contributor

Conference Supporter

BKD CPAs & Advisors

Interested in sponsoring this event? View our Sponsorship Prospectus and contact sponsor@fedbar.org for more information.

Housing

A discounted block of rooms has been reserved for conference attendees at the JW Marriott (1331 Pennsylvania Avenue NW, Washington, DC 20004). 

• $329 (plus tax) – Single Occupancy
• $339 (plus tax) – Double Occupancy

Reservations must be made by 5:00 pm ET on May 11 — extended through Friday, May 16! Any reservations received after the cut-off date or until the block is full, whichever is sooner, will be accepted based on a room-type and rate-available basis.

CLICK HERE to reserve your room online. To reserve over the phone, call 800-393-2503 and reference the group name “Federal Bar Association Insurance Tax Seminar.” Please have your arrival/departure dates and credit card information ready to expedite your reservation process.

In order to ensure the success of FBA meetings and programs, we ask that registrants not book a room until AFTER registering for the even or book more than one room

CLE + CPE Education

Tracking Attendance: Credit will be tracked via an online web application (ConferenceAdit). Attendees requesting credit are required to check-in and check-out of each session. The tracking site can be accessed directly via attendee-issued link. Attendees will login with the email and zip code affiliated with their registration. Certificates will be sent via email approximately two weeks following the event.

CLE Credit
Attorneys admitted to state bars having mandatory CLE requirements may receive credit for attending this conference. For 60-minute credit hour states, up to 8 hours of CLE credit is available, including 1 hours of ethics credit. For states with 50-minute credit hours, up to 9.6 hours of CLE credit is available, including 1.2 hours of ethics.

CPE Credit
The Federal Bar Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.
 Instructional Delivery Method: Group Live; CPE Credit Hours: 8.4; Field of Study: Tax; Prerequisite: None; Program Knowledge Level: Beginner; Advance Preparation: None.

Financial Assistance: Program registrants (both FBA members and nonmembers) who are unable to afford the registration fee may receive a 50% discount on the member rate. Qualifying attorneys include those who are unemployed or actively seeking employment. A formal letter requesting the discount must be emailed to meetings@fedbar.org. That letter needs to state the reason for the attorney’s interest in the course or activity, as well as proof of income or an explanation of the financial hardship, and it must be signed by the requesting lawyer.

If you have any questions regarding this program, please contact meetings@fedbar.org.