Wednesday, May 31

5:30 – 7:00 PM | Private Reception Hosted by Crowe LLP
Seminar Attendees Invited to Attend
Penn Avenue Terrace (JW Marriott Lobby)

Thursday, June 1

9:00 – 10:00 AM | 1A) Tax Legislative Outlook 2023
The panel, composed of Congressional and Treasury staff, will discuss prospects for legislation, including corporate and international tax measures, retirement security, implementation of the Inflation Reduction Act and the interface with the OECD BEPS Proposals for Pillars 1 and 2.

After completing this course, you will be able to:

  • Identify legislation enacted in 2022 and understand its impact.
  • Navigate the political landscape based on the congressional balance of powers, and how this may affect future tax law.
  • Understand tax related proposals included in the President’s Budget.
  • Moderator: Anna Taylor, Deputy Managing Principal, Tax Policy Group, Deloitte Tax LLP
  • Andrew Grossman, Chief Tax Counsel, House Ways & Means Committee*
  • Kate Lindsey, Tax Policy Advisor, Senate Finance Committee
  • Eric E. Oman, Deputy Chief Tax Advisor, House Ways & Means Committee*
  • Sarah Schaefer, Chief Tax Advisor, Senate Finance Committee
  • Tom West, Deputy Assistant Secretary, Office of Tax Policy, U.S. Department of the Treasury*
*Subject to Approval

10:10 – 11:10 AM | CONCURRENT TRACKS

2A) International Tax – Current Inbound Insurance Issues
This panel will discuss international tax developments impacting inbound insurance groups. The panel will cover global initiatives such as OECD Pillar 2 with a focus on the impact of certain aspects of the Model Rules and implementation activities to inbound groups. Additionally, the panel will discuss recent U.S. tax changes such as the U.S. corporate alternative minimum tax and the excise tax on stock buybacks from an inbound perspective. Finally, the panel will highlight proposed tax law changes and guidance relevant to inbounds.

After completing this course, you will be able to:

  • Apply the modified CAMT applicable corporation test to a foreign-parented multinational group
  • Understand how Pillar Two might impact a foreign-parented multinational group
  • List potential changes to US double tax treaties
  • Understand how proposed tax changes in President Biden’s FY 2024 could impact a foreign-parented multinational group
  • Moderator: Joy Tegtmeyer, SVP and Tax Director, Renaissance Reinsurance
  • Matt Dubin, Senior Manager, Ernst & Young
  • Jason Kaplan, Principal, Deloitte Tax LLP
  • Taylor M. Kiessig, Attorney-Advisor, Office of Chief Counsel (INTL)
  • Amanda Varma, Partner, Steptoe & Johnson LLP

2B) Life Insurance Company Tax Issues
The panel will discuss company taxation issues that are top of mind for life and annuity providers.  Topics to be discussed include panelists’ initial thoughts on recent guidance related to the Corporate Alternative Minimum Tax (CAMT) and its impact on the insurance industry – including recent IRS/Treasury guidance.  The panel will explore recent technical developments in the area of pre-TCJA section 807(d)(4), as well as pending and proposed changes to NAIC reserving guidelines.  Hot topics in accounting and reporting will be presented, including impacts of the current economic and interest rate environment on investment portfolios and their related impacts on other comprehensive income, valuation allowance, etc.

After completing this course, you will be able to:

  • Identify the life insurance company investment cycle and articulate the impacts of recent movements in interest rates.
  • Associate the components of Other Comprehensive Income items that are deemed losses.
  • Apply the IRS Priority Guidance Plan as it relates to life/nonlife consolidated groups.
  • Moderator: Carl Barkson, Managing Director, Ernst & Young
  • Gary Berger, Tax Senior Manager, Grant Thorton LLP
  • Alexis MacIvor, Deputy Associate Chief Counsel, Office of Chief Counsel (FIP)
  • Jeff Stabach, Manager, Ernst & Young
  • Regina Saint Jour, AVP, Tax Planning, Audit, & Advisory, Lincoln Financial

2C) Where It All Begins – Foundational Insurance Tax Cases
This panel will review select key case law in the insurance tax context. For example, the panel will discuss seminal cases on what constitutes “insurance” for federal income tax purposes, cases dealing with captive insurance arrangements, as well as cases in the life and non-life insurance areas. After attending this session, participants will be equipped with a foundational understanding of significant insurance tax cases and appreciation for how case law in this context has evolved over time.

After completing this course, you will be able to:

  • Understand the basics of what constitutes insurance for tax purposes – Requirements developed by the courts; Key case law; Be able to identify whether a company would qualify as an “insurance company” for tax purposes.
  • Understand the role of the NAIC annual statement in determining an insurance company’s taxable income – Colonial American Life Insurance Company v. Commissioner, 491 U.S. 244 (1989); Commissioner v. Standard Life & Accident Insurance Co., 433 U.S. 148 (1977).
  • Understand issues arising in the reinsurance context – Trans City Life Insurance Company v. United States, 106 T.C. 274 (1996).
  • Gain appreciation for current issues and developments in commercial insurance market and how principles from long-standing case law might apply.
  • Moderator: Lisandra Ortiz, Member, Miller & Chevalier Chartered
  • Surjya Mitra, Managing Director, PwC
  • Paul Phillips, Chief of Operations, Global Captive Network Tax Leader, Ernst & Young
  • Jay Riback, Tax Senior Manager, Deloitte Tax LLP

11:10 – 11:30 AM | Morning Break

11:30 AM – 12:30 PM | CONCURRENT TRACKS

3A) International – Current Outbound Insurance Tax Issues
The Outbound Panel will discuss relevant rules and topics for outbound insurance companies, including Subpart F, related person insurance income, passive foreign investment companies, foreign tax credits, and outbound-relevant rules in the corporate alternative minimum tax and Pillar II. The panel will also cover the role of the section 953(d) election across these various topics. Additionally, the panel will explore pending legislation in these areas and potential changes on the horizon.

After completing this course, you will be able to:

  • Define Subpart F insurance income and recognize how it applies to foreign insurance companies.
  • Distinguish between emerging foreign and domestic tax law such as the corporate alternative minimum tax and Pillar 2.
  • Identify various section 953(d) considerations in order to understand the role of the section 953(d) election.
  • Moderator: Chris Ocasal, Principal, Ernst & Young
  • Stephen Baker, Attorney, Deloitte Tax LLP
  • Taylor Cope, Associate General Counsel, NYLife
  • Paul Crispino, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury
  • Doug Poms, Principal, KPMG LLP
  • Chris Riffle, Director, PwC
*Subject to Approval

3B) CAMT: Industry Issues
This panel will discuss the Corporate Alternative Minimum Tax (CAMT), which was enacted as part of the Inflation Reduction Act in 2022.  The panel will discuss the operation of the tax with a particular emphasis on its effects on insurance companies.  In particular, the panel will discuss insurance industry comments to the IRS and Treasury, and guidance provided to date including Notices 2023-7 and 2023-20.  Panelists will include tax professionals from both the industry and the government.

After completing this course, you will be able to:

  • Identify an applicable corporation under section 59(k).
  • Apply the corporate alternative minimum tax to an insurance company that is an applicable corporation.
  • Analyze issues under the corporate alternative minimum tax that are most impactful to an insurance company.
  • Moderator: Mark Smith, Managing Director, PwC
  • Eli Katz, Managing Director, Deloitte Tax LLP
  • Aaron Maguire, Vice President, Tax, Jackson
  • Mike Pelzel, Senior Vice President, Ameriprise Financial
  • Daniel P. Phillips, Senior Counsel, Office of Chief Counsel (FIP)
  • Angela Walitt, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury

3C) InsurTech – Developing Industry Trends and Tax Topics
The professionals on the panel will look to: Address and discuss general trends and developments in the InsurTech market, provide an overview of key topics raised in conversations involving InsurTechs and other market participants, discuss and consider various Insurtech structures, including MGA/MGUs, Captives, RRGs and Reciprocals among others, address tax technical topics that may be facing InsurTechs at various stages of growth and development, as well as expansion, and provide thoughts on market development and future trends based on current market conditions.

After completing this course, you will be able to:

  • Identify and discuss general trends and developments in the InsurTech market.
  • List tax technical topics that may be facing InsurTechs during various stages of growth and development.
  • Analyze market development and how current market conditions will affect future trends.
  • Moderator: Mikhail Raybshteyn, Partner, Ernst & Young
  • Steven Berkovich, Head of Tax, Hippo Insurance
  • Mark Halpin, Tax Managing Director, KPMG LLP
  • Adgar Sarian, Tax Director, PwC

12:30 PM – 2:00 PM | KEYNOTE LUNCHEON
Remarks by Itai Grinberg, Professor of Law, Georgetown University

2:00 PM – 3:00 PM | CONCURRENT TRACKS

4A) P&C Company Tax
This panel will focus on the federal income taxation applicable to P&C insurance companies. Participants will hear from our specialists’ unique points of view on topics including the recently enacted Corporate Alternative Minimum Tax and the impact from a financial statement as well as an income tax perspective.  Additionally, panelists will discuss the foundation of key provisions of Subchapter L along with other recent changes to the law impacting P&C companies.

After completing this course, you will be able to:

  • Identify changes in the recapture rules of net operating losses.
  • Apply section 831(b) cases to captive insurance groups.
  • Define applicable financial statements under section 56A(b) and determine what constitutes an applicable financial statement.
  • Moderator: Dan Kusaila, Partner, Crowe
  • Jason Divine, Managing Director, KPMG LLP
  • David Pearce, Partner, APCI
  • Kristan Rizzolo, Partner, Eversheds Sutherland
  • Kathryn M. Sneade, Branch Chief, Office of Chief Counsel (FIP)

4B) Investments Taxation: Now and in the Future
This session will provide a general discussion of current investment tax issues, including potential impairments due to current market conditions, capital
versus ordinary gain/loss planning and hedging transactions. Additional topics include alternative investments by insurers, including sidecars, securitization
vehicles and private equity fund investments. Finally, the panel will discuss environmental, social and governance (ESG) investing considerations.

After completing this course, you will be able to:

  • Define ESG and what your impact is on environmental, social, and governmental conditions.
  • List the different standards, principles, guidelines, or regulations affecting tax reporting.
  • Associate global ESG Credits and Incentives at the global, US Federal, and US State levels.
  • Moderator: Joe Vaccaro, Partner, KPMG LLP
  • Jeff Maddrey, Principal, PwC
  • Matt Stevens, Principal, Ernst & Young
  • Greg Totillo, Partner, Deloitte Tax LLP

3:10 P.M. – 4:10 PM | CONCURRENT TRACKS

5A) OECD Developments
The OECD’s Pillar 2 is poised to take effect as early as 2024 and many insurance MNCs are expected to be subject to those rules. This panel will provide a brief overview of the rules and the current status of legislation in a select few countries and expectation of implementation dates for the income inclusion rule and the undertaxed payment rule. The panel would also address certain specific industry issues, some of which have been addressed through recent OECD guidance, and others where questions remain. It will also discuss the interaction of the Pillar 2 rules and the domestic CAMT rules.

After completing this course, you will be able to:

  • Define key provisions of Pillar Two, including the income inclusion rules, under tax profits rule, and qualified domestic minimum top-up tax.
  • Apply key concepts under Pillar Two as it relates to financial accounting net income included in a parent entity’s consolidated accounts.
  • Interpret country-by-country safe harbor reporting requirements based on qualified financial statements.
  • Moderator: Ben Tausig, Principal, PwC
  • John Owsley, Senior Manager, Ernst & Young
  • Michael Plowgian, Deputy Assistant Secretary, International Tax Affairs, U.S. Department of the Treasury*
  • Danielle Rolfes, Partner, KPMG LLP
  • Bob Stack, Managing Director, Deloitte Tax LLP
*Subject to Approval

5B) Health Company Tax
Identify and understand tax implications associated with transactions including convergence of payers, providers and pharmacy in the health insurance industry, including updates related to tax considerations associated with payer relationships with providers operating through professional corporations. Explore potential income tax and information reporting considerations related to the expansion of health insurance products and offerings by health insurers. Updates as to the impact of the Corporate AMT and other legislative developments and/or guidance as applied to health insurers and the industry.

After completing this course, you will be able to:

  • Understand how health insurance industry developments may impact the tax posture of health insurance organizations
  • Identify tax considerations related to the convergence of payer and provider organizations, under both generally tax principles and those unique to the insurance industry.
  • Assess relevant tax issues and unresolved questions related to recent legislation and guidance that affect health insurance organizations.
  • Moderator: Jim Kress, Managing Director, PwC
  • Rebecca Baxter, Senior Technician Reviewer, Office of Chief Counsel (FIP)
  • Lindsey Chesser, Senior Manager, Ernst & Young
  • Al DiGiacomo, Tax Senior Manager, Deloitte Tax LLP
  • Maria Jones, Member, Miller & Chevalier

5C) Product Tax Update – SECURE 2.0!
This panel will focus on recent product tax developments, with particular emphasis on the product tax implications of the SECURE 2.0 Act. The panelists will discuss the pending proposed regulations on required minimum distributions (RMDs) from qualified plans and IRAs and how SECURE 2.0 may affect those regulations. Specific RMD topics relating to SECURE 2.0 may include (1) the age at which RMDs must commence, (2) new rules for certain types of increasing annuity payments, (3) new rules for qualifying longevity annuity contracts (QLACs), (4) new rules intended to eliminate a disincentive to “partially annuitize,” and (5) new rules that permit surviving spouses to calculate their RMDs using the Uniform Lifetime Table. The panelists also will discuss various provisions of SECURE 2.0 that permit or require “Roth” treatment for retirement savings, including permitting SEP and SIMPLE IRAs to be issued as Roth IRAs, requiring certain catch-up contributions to employer plans to be made on a Roth basis, and permitting certain matching contributions to such plans to be Roth. The panelists also will discuss clarifications that SECURE 2.0 made to the rules for “substantially equal periodic payments” from qualified and non-qualified annuities, as well as new rules that could facilitate the use of certain exchange-traded funds as investments under non-qualified variable annuity and life insurance products.

After completing this course, you will be able to:

  • Obtain a basic understanding of provisions in the SECURE 2.0 Act of 2022 that most directly affect annuity products and their issuers.
  • Hear from the IRS regarding the prospects of guidance on various SECURE 2.0 items and a status update on the pending regulations regarding required minimum distributions.
  • Learn about recent proposed changes to the tax rules involving reportable policy sales of life insurance contracts.
  • Moderator: Bryan Keene, Partner, Davis & Harman LLP
  • Brandon Ford, Senior Technician Reviewer , Office of Chief Counsel (EEE)
  • Samera Kadry, Attorney, Lincoln Financial Group
  • Tamara Saverine, Vice President, Prudential Financial

4:10 P.M. – 4:30 P.M. | Afternoon Break

4:30 P.M. – 5:30 PM | CONCURRENT TRACKS

6A) Information Reporting and Withholding on Insurance Products
This panel will discuss recent IRS guidance and other developments concerning reporting and withholding issues for qualified plans, IRAs, and nonqualified insurance products. The issues include those raised by (1) recent legislative proposals, (2) numerous provisions of SECURE 2.0, (3) select provisions of the SECURE Act, (4) the new withholding regime associated with Forms W-4P an W-4R, and (5) legal settlement reporting to attorneys on Forms 1099-MISC and the re-introduced Form 1099-NEC.

After completing this session, you will be able to:

  • Understand and identify information reporting issues associated with recent changes in federal tax law.
  • Report on the status of regulations and other guidance relating to SECURE 1.0 and SECURE 2.0.
  • Implement changes made by Forms W-4P and W-4R and related pronouncements concerning withholding elections with respect to distributions from pensions, IRAs, and insurance products.
  • Understand the reporting implications associated with recent guidance on the exchange of a contract involved in a reportable policy sale.
  • Moderator: Mark Griffin, Partner, Davis & Harman LLP
  • Michael Byro, Tax Counsel, Guardian Life
  • Mary Monahan, Partner, Eversheds Sutherland
  • Laura Warshawsky, Deputy Associate Chief Counsel, Office of Chief Counsel (EEE)

6B) M&A Tax Trends
This panel will discuss doing deals in the current fluid tax environment, where major tax legislative change has become effective, but detailed IRS guidance is still to come. We’ll address considerations under the CAMT in M&A transactions, as well as potential impacts arising from the 1% stock buyback excise tax. We’ll also review recent transactional paradigms and discuss mechanisms to reduce potential friction in a rising interest rate environment, including tax attribute preservation and transaction effects relating to negative IMR.

After completing this course, you will be able to:

  • Understand the effect of the new corporate alternative minimum tax on M&A transactions.
  • Identify the tax versus GAAP consequences on mergers and transactions.
  • Articulate key tax structuring considerations in relation to current Sidecar structures.
  • Identify causes and opportunities for addressing transaction tax friction in a rising interest rate environment.
  • Moderator: Peter Schuur, Partner, Debevoise & Plimpton
  • Tom Dickert, Senior Manager, Ernst & Young
  • Matt Jones, Partner, KPMG LLP
  • Bill Pauls, Principal, Deloitte Tax LLP

6C) Key Developments in Tax Controversy
This panel will cover several recent, critical developments in the controversy space.  The program will provide the attendees with an understanding of the Inflation Reduction Act funding for the Internal Revenue Service, and the impact of that funding on IRS enforcement. It will address the important new guidance in Revenue Procedure 2022-39, (disclosures at the commencement of an exam), revisions to the CAP program and key changes to Schedule UTP, and the potential impact of In re Grand Jury.)   Participants will also learn about the current state of the law with respect to conservation easements and the Administrative Procedure Act.

After completing this course, you will be able to:

  • Provide an overview of the Internal Revenue Service’s strategic operating plan for utilizing the funding provided by the Inflation Reduction Act.
  • Navigate developing case law around the Administrative Procedure Act, and challenges to the validity of certain tax regulatory and sub-regulatory guidance.
  • Explain new IRS procedural rules and guidance, including Rev. Proc. 2022-39 and the new version of Schedule UTP.  
  • Moderator: Mary Slonina, Managing Director, KPMG LLP
  • Caitlin Tharp, Associate, Steptoe & Johnson LLP
  • Andy Weiner, Counsel, Kostelanetz LLP

Friday, June 2

8:30 A.M. – 9:10 AM | Insurance Branch Update
On this panel, attorneys from the Insurance Branch of the IRS Office of Chief Counsel-Financial Institution and Products Division will update attendees on the Insurance Branch’s workplace, personnel, and workload. Insurance Branch personnel also will discuss any recent tax guidance that has been issued by the Branch, including unpaid loss reserve discounting updates and interest rate guidance. The Panel will review the list of current Priority Guidance Plan items and provide commentary as appropriate.

  • Moderator: Lori Robbins, Managing Director, KPMG LLP
  • Ian M. Follansbee, Tax Attorney, Office of Chief Counsel (FIP)
  • John E. Glover, Senior Counsel, Office of Chief Counsel (FIP)
  • Elizabeth M. Hill, Tax Attorney, Office of Chief Counsel (FIP)
  • Megan T. McGuire, Tax Attorney, Office of Chief Counsel (FIP)
  • Allan H. Sakaue, Tax Attorney, Office of Chief Counsel (FIP)
  • Kathryn M. Sneade, Branch Chief, Office of Chief Counsel (FIP)

9:20 A.M. – 10:20 AM | CONCURRENT TRACKS

7A) Emerging Accounting Topics
The panel will focus on valuation allowance considerations for unrealized losses on debt securities and will include an overview of the relevant intraperiod tax allocation rules of ASC 740.  The panel will also discuss the tax accounting considerations with respect to OECD Pillar Two as many OECD member countries are expected to enact the Pillar Two rules in 2023 with effective dates beginning January 1, 2024.  The panel will conclude with an update on the FASB Income Tax Disclosure Project.

After completing this course, you will be able to:

  • Understand the tax accounting considerations with respect to Pillar 2.
  • Identify tax accounting considerations for unrealized losses and explore the relationship between those losses and ASC 740-10-30-16.
  • Identify the statutory accounting complexities of the CAMT under SSAP No. 101.
  • Moderator: Mike Beaty, Partner, Ernst & Young
  • Scott Albertson, Chief Tax Officer, Transamerica
  • Christina Lai, Partner, PwC
  • Patrick McIntyre, Tax Partner, KPMG LLP

7B) Consolidated Return Topics
The panel will focus on emerging consolidated return topics and uncertainties impacting insurance companies. The panel will provide a high-level summary of the Corporate Alternative Minimum Tax (CAMT), established by the Inflation Reduction Act, and the interim guidance provided by Notice 2023-07. The panel will also provide an overview of the 80% NOL deduction limitation for a mixed group of entities, (Property & Casualty and Non-Property & Casualty), that are filing as part of a consolidated tax return.

After completing this course, you will be able to:

  • Identify areas of uncertainties impacting insurance companies, and whether interim guidance has been provided.
  • Determine whether the 80% NOL deduction limitation applies to property & casualty, or non-property and casualty entities.
  • List growing insurance industry concerns and provide commentary as to whether additional guidance is needed to address these issues.
  • Moderator: Lauren Jansen, Managing Director, Grant Thornton LLP
  • John Forni, Managing Director, Grant Thornton LLP
  • Russell G. Jones, Special Counsel, Office of Chief Counsel (FIP)
  • Olivia Orobona, Principal, PwC
  • Gary Vogel, Tax Managing Director, Ernst & Young

7C) IRS Practice and Procedure Primer
This primer will discuss a taxpayer’s options to seek clarity from the IRS.  This includes pre and post filing.  Additionally, we will delve into options for alternative dispute resolutions upon notice of audit and take our audience through the lifecycle of an audit.  The IRS will be on hand to discuss when Chief Counsel can get involved in a matter and at what points settlement may be achieved.  Furthermore, questions will be answered on the type of advice and clarity available from the IRS both informal and formal.

After completing this course, you will be able to:

  • Understand the cycle of a tax controversy case to and determine the rights and responsibilities of each party.
  • List the IRS examination cycle in three parts, and how practitioners can manage the examination.
  • Articulate the NOL Rules, and the effective dates in which NOL’s arising in specific periods have different applicable treatment.
  • Moderator: Sarah Sheldon, Vice President, Head of Tax Legal, Lincoln Financial
  • Melissa Avrutine, Special Counsel, Office of Chief Counsel (PA)
  • Matt Cooper, Managing Director, Deloitte Tax LLP
  • Bill Olver, Senior Manager, KPMG LLP
  • Kiara Rankin, Principal, Ernst & Young

10:20 A.M. – 10:40 AM | Morning Break

10:40 A.M. – 11:40 AM | CONCURRENT TRACKS

8A) Multistate Tax Topics of Interest
The panel will explore recent developments impacting the insurance industry resulting from business as well as legislative changes. Topics to be addressed include nexus, filing obligations and sourcing of receipts for both direct and indirect tax purposes. The panel will also look at the future of the state tax function and how to create efficiencies in an ever complex world of administrative compliance.

After completing this course, you will be able to:

  • Define nexus and address implications on filing requirements, receipt sourcing and “in-lieu” provisions.
  • Apply GILTI under section 174 and discuss its implications on the state income tax return preparation process.
  • Identify key market trends related to sales and use taxes, and what challenges are emerging within the market today.
  • Moderator: Brendon McKibbin, Partner, Deloitte Tax LLP
  • Jennifer Gascho, Vice President, Head of State & Local Tax, Prudential Financial
  • Melissa Gasior, Senior Manager, KPMG LLP
  • Stephen Vitale, Senior Manager, Ernst & Young
  • Jamie Yesnowitz, Principal, Grant Thornton LLP

8B) “Green” Credits and Incentives in the IRA
The panel will provide overviews and updates regarding the expansive clean energy credits and incentives in the recently enacted Inflation Reduction Act of 2022.  The panel will focus on hot topics for insurance companies, including monetization of the energy incentives and its impact on the traditional tax equity structures, investment in different technologies, and understanding the recapture risk.  We will discuss recent and expected guidance issued by the IRS and Treasury.

After completing this course, you will be able to:

  • Identify what energy tax provisions have emerged from the Inflation Reduction Act of 2022, and which green credits a qualifying corporation may use.
  • Distinguish the various implications green tax credits have on insurance companies, and the transferability of these credits.
  • Summarize the ITC/PTC, transition to tech neutral credits, and bonus credits and recent Treasury guidance.
  • Moderator: Jaime Park, Managing Director, Deloitte Tax LLP
  • Rich Blumenreich, Special Counsel, Office of Chief Counsel (PSI)*
  • Katherine Breaks, Principal, KPMG LLP
  • Bill Elwell, Vice President & Senior Counsel, MassMutual
*Subject to Approval

8C) Ethics
This fast-paced, interactive legal ethics program, provided by Jack Marshall of ProEthics, LTD., will present attendees with some of the most perplexing legal ethics problems that face insurance and tax practitioners.  The session will address how to avoid allowing an organization’s biases to interfere with independent judgment and cover recent examples of the eternal conflict between law and ethics in the U.S. Mr. Marshall also will highlight significant game-changing legal ethics opinions that every attorney should know.

After completing this course, you will be able to:

  • Navigate the attorney-client relationship while maintaining a professional and ethical rapport.
  • Implement new technology into your practice, while abiding by the professional rules of conduct.
  • Identify what steps to take even if a professional mishap occurs.
  • Moderator: Jack Marshall, President and Founder, ProEthics Ltd.

11:50 A.M. – 12:30 P.M | Takeaway Conclusions
During this session, we’ll hear from industry tax specialists regarding their top-of-mind tax issues for 2023 and into the future—including the likely impact of recent legislation and IRS and Treasury guidance.

  • Moderator: Jean Baxley, Managing Director, Deloitte LLP
  • Pam Biesecker, Senior Vice President Tax, Nationwide Insurance
  • Bridget Linde, Senior Vice President, RGA
  • Aaron Maguire, Vice President, Tax, Jackson

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