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DTSTART;VALUE=DATE:20200511
DTEND;VALUE=DATE:20200605
DTSTAMP:20260517T205835
CREATED:20200423T210250Z
LAST-MODIFIED:20200519T153919Z
UID:39607-1589155200-1591315199@www.fedbar.org
SUMMARY:2020 Leadership Training [Virtual]
DESCRIPTION:Join the Federal Bar Association in May for everything you’d come to expect from Leadership Training – but virtual! Attendees will benefit from one-hour long information sessions each day May 11 – 14 at 2pm (ET) focusing on topics like Making an Impact on Capitol Hill\, Membership Strategies for Success\, Communicating with Members\, Diversity & Inclusion\, and more! \nThe roundtable discussions that are a highlight of Leadership Training will transform into a series of Virtual Leadership Spotlights\, a forum to share ideas\, collaborate\, and hear firsthand from those in leadership positions between May 21–June 4 at 4 pm (ET). Two spotlight sessions will be held simultaneously but with separate sessions for Section/Division vs. Chapter attendees to ensure focused information discussed for each group. \n\n\n\n\n\n\n\n\n\n\n\nVirtual Leadership Spotlights\nNo Registration Required.  Invited attendees will receive a link to the appropriate session prior to each program date. \nThursday\, May 21\, 2020\n[4:00 p.m. – 5:00 p.m.] \nSections & Divisions Virtual Roundtable: Getting My House in Order\nIn this virtual collaboration session you’ll learn useful tips & tricks on how to be an effective Section or Division leader! Review tools to strengthen your section or division\, with overviews on work plans\,  policies\, and firsthand experience from past leaders. \n\nLaura Mulhern\, Manager of Sections & Divisions\nMichelle Otero Valdes\, Sections & Divisions Council\n\nChapters Virtual Roundtable: Getting My House in Order\nGet prepared for leading as Chapter President in this online collaborative session that will include guides on how to map out your first 90-days and how to stay on task during your leadership term.\n \n\nDominick Alcid\, Director of Membership & Chapters\nPaul Barkhurst\, Vice President for the Fifth Circuit\n\nThursday\, May 28\, 2020\n[4:00 p.m. – 5:00 p.m.] \nSections & Divisions Virtual Roundtable: Programing Best Practices\nCLE\, Networking\, & Webinars…Oh My! Join this virtual session to discuss what it takes to produce winning Section & Division programs from logistics to marketing to collaborations with other FBA groups.\n \n\nLaura Mulhern\, Manager of Sections & Divisions\nNate Olin\, Sections & Divisions Council\n\nChapters Virtual Roundtable: Programing Best Practices\nLearn how the facilitators produced winning Chapter programs\, and then share how your own Chapter puts together its own successful events in this virtual roundtable. \n\nDan Donnellon\, Immediate Past Chapter President\nChristian Haugsby\, Vice President for the Circuits\n\nThursday\, June 4\, 2020\n[4:00 p.m. – 5:00 p.m.] \nWhat I Wish I Had Known Then\nThis session will feature a past Chapter President and Section/Division Chair to share wisdom\, hindsight\, and advice. Bring your questions!\n \n\nBetty Stevens\, Sections & Divisions Council\nLaura Conover\, Vice Chair\, Vice Presidents for the Circuits
URL:https://www.fedbar.org/event/ldrtraining20/
LOCATION:Online\, US
GEO:37.09024;-95.712891
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DTSTART;VALUE=DATE:20200527
DTEND;VALUE=DATE:20200530
DTSTAMP:20260517T205835
CREATED:20191220T204830Z
LAST-MODIFIED:20200527T144626Z
UID:16579-1590537600-1590796799@www.fedbar.org
SUMMARY:Virtual 2020 Insurance Tax Seminar
DESCRIPTION:The insurance industry is constantly evolving through industry tax issues\, globalization\, and now a nationwide pandemic. Industry tax professionals\, consultants\, and IRS representatives are navigating through a new environment of uncertainty. The FBA Section on Taxation will move forward to facilitate a virtual dialogue between the insurance industry and government sector professionals on May 27-29\, covering viewpoints on myriad insurance company\, insurance product\, international\, and other relevant and timely insurance tax topics. Participants will have the opportunity to stay up-to-date on the latest tax developments and guidance through a virtual seminar series\, featuring six panels that will navigate the current tax environment and examine recent developments the industry is facing. \nEducational Credit Update: We are only able to offer CLE credit for this year’s virtual seminar. No CPE Credit will be provided. \nRegistered Attendees: Check your email each morning for links to access the day’s sessions. If you pre-selected panels to attend\, you should have also received a calendar invitation with the same access link. \n\n\nAgenda\nAll Times Below are in Eastern Daylight Time (EDT) \n\nWednesday\, May 27\, 2020\n[12:45 p.m. – 1:00 p.m.] Opening Remarks \n\nJean Baxley\, Private Sector\, Seminar Co-Chair\nDaniel J. Kusaila\, Crowe LLP\nAlexis A. MacIvor\, Public Sector\, Seminar Co-Chair\nSurjya Mitra\, Private Sector\, Seminar Co-Chair\n\n[1:00 p.m. – 2:30 p.m.] Update from the Insurance Branch\n \nThis 90-minute panel will include a discussion with several representatives of the Insurance Branch of the Financial Institution and Products division within the IRS Office of Chief Counsel.  Attendees will hear Insurance Branch personnel describe recent tax guidance and significant rulings issued by the Branch within the past year as well as current projects being considered by the Branch. \n\nLori Robbins\, Managing Director\, KPMG LLP (moderator)\nRebecca L. Baxter\, Senior Technician Reviewer\, Insurance Branch\, Office of the Associate Chief Counsel (FI&P)\, I.R.S.\nJohn E. Glover\, Senior Counsel\, Insurance Branch\, Office of the Associate Chief Counsel (FI&P)\, I.R.S.\nAlexis A. MacIvor\, Branch Chief\, Insurance Branch\, Office of the Associate Chief Counsel (FI&P)\, I.R.S.\nDaniel P. Phillips\, Senior Counsel\, Insurance Branch\, Office of the Associate Chief Counsel (FI&P)\, I.R.S.\nKathryn M. Sneade\, Senior Technician Reviewer\, Insurance Branch\, Office of the Associate Chief Counsel (FI&P)\, I.R.S.\n\n[3:00 p.m. – 4:30 p.m.] Insurance Company Tax Issues \nThe panel will discuss Federal income tax issues that were most impactful in the past year for life\, property and casualty\, and health insurers\, including proposed regulations under section 807\, changes in the determination of discounted unpaid losses\, and generally-applicable developments that are especially important to insurers.  Issues arising under the Coronavirus Aid\, Relief\, and Economic Security Act (the CARES Act) will be discussed on a different panel. \n\nMark Smith\, Managing Director\, PwC (moderator)\nPam Biesecker\, Senior Vice President\, Chief Tax Officer\, Nationwide Mutual Insurance Company\nDaniel P. Phillips\, Senior Counsel\, Insurance Branch\, Office of the Associate Chief Counsel (FI&P)\, I.R.S.\nRegina Rose\, Senior Vice President\, Taxes & Retirement Security\, American Council of Life Insurers\nFred von Rueden\, Blue Cross Blue Shield Association\nChristopher W. Schoen\, Counsel\, Eversheds Sutherland LLP\n\nThursday\, May 28\, 2020\n[1:00 p.m. – 2:30 p.m.] International Tax Issues \nThe international tax panel will provide an overview of the latest U.S. international tax developments relevant to global insurance and reinsurance companies. Panelists will discuss the tax implications of the Coronavirus Aid\, Relief\, and Economic Security (CARES) Act\, including the interplay of the expanded net operating losses carryback provisions with the U.S. international tax rules (covering FTCs\, the Section 250 deduction and GILTI).  The panel also will discuss the tax implications of COVID-19 travel restrictions and will examine recent U.S. tax legislative updates\, including with respect to BEAT\, PFICs\, Section 954(i)\, and Section 807 reserves. \n\nJason Kaplan\, Principal\, International Tax\, Deloitte Tax LLP (moderator)\nEric Lopata\, Vice President\, Corporate Counsel\, Prudential Financial\, Inc.\nSurjya Mitra\, Managing Director\, PwC\nChris Ocasal\, Principal\, EY\n\n[3:00 p.m. – 4:30 p.m.] Product Tax Update \nThe panel will discuss the recently enacted Setting Every Community Up For Retirement Enhancement Act (SECURE Act) and how the new provisions affect annuity contracts\, with a particular focus on the new after-death distribution requirements in section 401(a)(9).  The panel will explore what changes might be needed to annuity contracts in order to comply with these new rules.  In addition\, the panel will address the temporary retirement plan relief provided by the recently enacted Coronavirus Aid\, Relief\, and Economic Security (CARES Act).  The panel will also review some of the issues presented by the required minimum distribution rules under section 401(a)(9)\, including the application of the minimum income threshold test set forth in Treas. Reg. sec. 1.401(a)(9)-6 to certain types of annuity payment options.  The panel will discuss the final regulations relating to the new reportable policy sale rules in section 6050Y and the new transfer for value rules in section 101 and the issues they present for life insurance contracts.  Finally\, the panel will review the new advisor fee private letter rulings for non-qualified annuity contracts under section 72 that were recently issued by the IRS. \n\nAlison R. Peak\, Partner\, Davis & Harman LLP (moderator)\nGraham R. Green\, Counsel\, Eversheds Sutherland LLP\nMark Rush\, Head of Product Tax Legal\, MassMutual\nTamara Saverine\, Vice President\, Corporate Counsel (Tax)\, Prudential Financial Inc.\n\nFriday\, May 29\, 2020\n[1:00 p.m. – 2:30 p.m.] The COVID-19 Pandemic: Relevant Tax Legislation and Other Considerations for Insurers \nThis panel will discuss corporate and individual tax provisions of the CARES Act and other coronavirus legislative proposals that impact the insurance industry. The panel will consider the impact of corporate tax provisions of the CARES Act\, including\, among other things\, the new carryback rules and the changes to section 163(j). The panel will also discuss individual provisions of interest to the insurance industry\, such as the retirement changes. Finally\, the panel will consider pending law changes that may be included in future legislation. \n\nAnn Cammack\, Principal\, EY (moderator)\nEric Solomon\, Partner\, Steptoe & Johnson LLP (moderator)\nLori J. Jones\, Partner\, Scribner Hall & Thompson LLP\nDaniel Kusaila\, Partner\, Insurance Tax Practice\, Crowe LLP\nJames J. (Jim) Shea\, Vice President\, Chief Tax Officer\, Prudential Financial Inc.\n\n[3:00 p.m. – 4:30 p.m.] Multi-state Hot Topics \nThis panel will discuss current multi-state issues related to the TCJA\, the CARES Act\, Wayfair and economic nexus issues\, COVID-19 compliance considerations\, and indirect tax issues that impact the insurance industry.  The speakers will discuss state tax conformity and decoupling issues related to the TCJA and CARES Act including Sec. 163j business interest limitations\, NOL treatment and other conformity issues.  The panel will also analyze income and other tax considerations regarding economic nexus that insurance industry companies and their advisors need to consider in the post-Wayfair tax environment.  The panel will also discuss the state tax compliance issues associated with COVID-19.  Finally\, the panel will consider indirect tax issues that are significantly impacting the tax and business operations of insurance companies and their non-insurance related entities. \n\nArthur “Art” Burkard\, Managing Director\, State and Local Tax Services\, Grant Thornton LLP (moderator)\nJosie Lowman\, Managing Director\, Insurance State Tax Leader\, PwC\nBrendon J. McKibbin\, Partner\, State & Local Tax\, Deloitte Tax LLP\n\n[4:30 p.m. – 4:45 p.m.] Closing Remarks \n\n \n\n\n\n\n\n\n\n\n\nRegistration\nRegistration is now closed for this event. \n\n\n\nAttendance Policy\nIndividuals are limited to attending the number of sessions within their paid registration package. For example\, the “2 Pack” rate allows access to two virtual panels over the course of three days. Registrants that have been found to attend more than their permitted registration package will be invoiced for a $100 fee per extra session attended.  \nCancellation Policy\nNo refunds will be made for cancellations received after the close of business on Friday\, May 1\, 2020. Please contact Ariel White at awhite@fedbar.org with cancellation and/or substitution requests. \n\n\n\n\n\n\n\n\n\nSponsors\n[PREMIER]\n \n  \n[EVENT PARTNER] \nBKD\nCPAs & Advisors\n  \n[BREAK] \nJohnson Lambert LLP\n  \nContact Elizabeth Johnson if you are interested in sponsoring this event. \n\nFrequently Asked Questions\nQ: Are you cancelling the Insurance Tax Seminar?\nA: We are turning this year’s event into a virtual seminar series exclusively available online. Tune into six CLE panels on May 27-29. We are excited to offer educational programing in the safety of your own home. \nQ: Will the in-person Insurance Tax Seminar be rescheduled to another date?\nWe will not reschedule the in-person program in Washington\, DC for 2020. While we are disappointed not to be gathering in person this year\, we are excited to host the seminar online this May 27-29\, 2020. We plan to return to the in-person format in June 2021. \nQ: What type of educational credit will be offered in the virtual format?\nA: We are only able to offer Continuing Legal Education (CLE) credit for this year’s virtual seminar. Attendees can receive up to 9 CLE credits (10.8 credits for 50-min states). Please check with your own state(s) for distance learning CLE requirements. \nThe Federal Bar Association is not able to offer Continuing Professional Education (CPE) credit this year via distance learning due to NASBA policies. We plan to return to offering both credit options in-person next year. \nQ: How do I obtain CLE Credit?\nA: All registrants will be prompted to submit state bar information prior to the virtual series to ensure accurate CLE reporting post-event. We will share detailed instructions with registrants for CLE reporting. \nQ: Will recordings of the sessions be available after the seminar?\nA: Sessions will be distributed exclusively via the live broadcast. We do not have recordings available at this time. \nQ: Who do I contact for more information?\nA: Please contact meetings@fedbar.org for any other questions.
URL:https://www.fedbar.org/event/instax20/
LOCATION:IL
CATEGORIES:Section on Taxation
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