David A. Hughes is moderating a session at the 2024 ABA-IPT Advanced State Income Tax Seminar on March 12, 2024. See below for more information on his presentation.
“Like A Good Neighbor…Tax Insurance is There”
7:45 – 8:45 AM | Royal Sonesta New Orleans, LA
Tax insurance is being used by many Fortune 500 companies to protect the company in the event a position taken on a return gets assessed. This session will cover the benefits of tax insurance, how it works, the cost and how it reduces tax reserves. The speakers will provide actual case studies where tax insurance has been used in M&A transactions, state tax positions on returns and pending state tax litigation.
Learning Objectives:
- Describe how insurance is used by taxpayers to protect tax return positions
- Identify the types of potential risks covered by tax insurance
- Recall the process for obtaining tax insurance
Speakers:
- Moderator: David A. Hughes, Partner, HMB | Kilpatrick
- Stefi George, Partner, Akerman, LLP
- Jeffrey Lash, Senior VP – Tax Underwriter, Euclid Transactional, LLC
- Daniel Schoenberg, Co-Leader | Global M&A Group; Practice Head | Transactional Risk and Tax Insurance, Alliant Insurance Services