Insurance Companies

$45.00

Chair: Sheryl Flum, KPMG, Washington, DC

Life Insurance Product Update.
This panel will discuss tax issues related to life insurance product development, including guidance on reportable policy sales and treatment of advisory fees.
Moderator: Alison Peak, Davis and Harman LLP, Washington, DC
Panelists: Sarah Lashley, Transamerica, Baltimore, MD; Kathryn Sneade, Senior Technician Reviewer, IRS Office of Associate Chief Counsel (Financial Institutions & Products), Washington, DC

Insurance Tax Guidance Update.
This panel will discuss recent guidance regarding changes made to the Tax Code by the Tax Cuts and Jobs Act.
Moderator: Sheryl Flum, KPMG LLP, Washington, DC
Panelists: Mark Smith, PwC, Washington, DC; Clarissa Potter, KPMG LLP, New York, NY; Kathryn Sneade, Senior Technician Reviewer, IRS Office of Associate Chief Counsel (Financial Institutions & Products), Washington, DC

Insurance Company Corporate Tax Issues.
This panel will cover Subchapter C issues specific to insurance companies with a focus on sections 163(j) and 382.
Moderator: Graham Green, Eversheds Sutherland, Washington, DC
Panelists: Lori Jones, Scribner Hall & Thompson LLP, Washington, DC; M. Kristan Rizzolo, Eversheds Sutherland, Washington, DC; Christopher W. Schoen, Eversheds Sutherland, Washington, DC

SKU: ABATX2027 Categories: ,