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2023 Insurance Tax Seminar
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. 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.
Co-Hosted by the Section on Taxation
This conference is exclusively available in-person. There is no hybrid streaming available.
Agenda
Session Times are Subject to Change and posted in Eastern Time Zone.
More information will be posted as confirmed.
[CLICK HERE] to view the detailed conference agenda.
Wednesday, May 31
6:00 – 8:00 PM | Opening Reception Hosted by Crowe LLP
Penn Avenue Terrace (JW Marriott Lobby)
Thursday, June 1
8:00 – 9:00 AM | Registration + Breakfast
9:00 – 10:00 AM | 1A) Tax Legislative Outlook
10:10 – 11:10 AM | Concurrent Tracks
- 2A) International: Current Inbound Insurance Issues
- 2B) Life Insurance Company Issues
- 3C) Where It All Begins: Foundational Insurance Cases
11:30 AM – 12:30 AM | Concurrent Tracks
- 3A) International: Current Outbound Insurance Issues
- 3B) CAMT: Industry Issues
- 3C) InsurTech: Developing Industry Trends and Tax Topics
12:30 – 2:00 PM | Keynote Luncheon
Remarks by Itai Grinberg, Professor of Law, Georgetown University
2:00 – 3:00 PM | Concurrent Tracks
- 4A) P&C Company Tax
- 4B) Investments Taxation: Now and in the Future
3:10 – 4:10 PM | Concurrent Tracks
- 5A) International: OECD Developments
- 5B) Health Company Tax
- 5C) Product Tax Update: SECURE 2.0!
4:30 – 5:30 PM | Concurrent Tracks
- 6A) Information Reporting and Withholding on Insurance Products
- 6B) M&A Tax Trends and Other Corporate Items
- 6C) Key Developments in Tax Controversy
5:30 – 7:00 PM | Evening Networking Reception
Friday, June 2
8:00 – 9:00 AM | Registration + Breakfast
8:30 – 9:10 AM | Insurance Branch Update
Not Available for CLE/CPE Credit
9:20 – 10:20 AM | Concurrent Tracks
- 7A) Emerging Accounting Topics
- 7B) Consolidated Return Topics
- 7C) IRS Practice and Procedure Primer
10:40 – 11:40 AM | Concurrent Tracks
- 8A) Multistate Tax Topics of Interest
- 8B) Green Credits and Incentives in the IRA
- 8C) Ethics
11:50 AM – 12:30 PM | Takeaway Conclusions
Not Available for CLE/CPE Credit
Registration
Onsite registration is available for in-person participation at the registration desk (Foyer) on Thursday, June 1 beginning at 8:00 a.m.
Advance online registration is now closed.
By registering for this event, you agree to the posted event terms and conditions.
Registration grants access to educational sessions, continental breakfasts, refreshment breaks, evening reception and plated lunch.
Registration Rates
- Sustaining Member $550
- Member $580
- Nonmember $730
- Government/Academic $200
- Law Student $150
Group Registrations: Organizations can process group registrations with one payment using the linked Register Online text above. If coordinating a registration on anyone’s behalf – please ensure you are entering the attendee’s information (not your own). After entering the first registrant’s information and selecting a registration fee, click Save and Add Another to add additional registrants to the group transaction. After submitting payment information, you will be directed to a receipt page to print for your records. Each registrant will also receive an auto-confirmation email.
Accommodations: Please contact meetings@fedbar.org for onsite dietary or accessibility requests in advance of the program dates if you do not disclose within the online registration form.
Cancellation Policy: Full registration refunds will be processed for cancellations received by Friday, May 19. After the posted cancellation date, registrations may be transferred to another attendee but not refunded. No-shows will be billed. Please email meetings@fedbar.org with questions and written cancellation/substitution requests.
Sponsor
Premier
Event Partner
Conference Contributor
Program Patron
Tritech Consulting
Wednesday Welcome Reception Hosted By
Crowe LLP
[View Sponsorship Prospectus]
Sponsors receive customized deliverables per conference, including company visibility and registration benefits!
Contact Barbara Bienkowsi at sponsor@fedbar.org for sponsorship opportunities.
Hotel & Travel
JW Marriott
1331 Pennsylvania Avenue NW
Washington, DC 20004
Hotel Reservations
The discounted conference block at the JW Marriott (1331 Pennsylvania Avenue NW)expired on Wednesday, May 10. Rooms will be offered at the prevailing public rate based on hotel availability. All reservations must be accompanied by a first night room deposit or guaranteed with a major credit card. Check-in time is 4:00 p.m. ET and check-out time is Noon ET for the hotel.
Discounted rates are reserved exclusively for conference attendees.
CLE & CPE
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: 8.0; Field of Study: Taxes; Prerequisite: None; Program Knowledge Level: Beginner; Advance Preparation: None.
Email Communication Policy: By registering for this event, you agree to receive email communication from the Federal Bar Association and affiliated sponsors of the program concerning event details, Continuing Legal Education certification, programming changes, upcoming events, surveys, and post-event communications.
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.