29th Annual Insurance Tax Seminar





Learn from experts and IRS personnel about developments affecting the taxation of insurance companies and insurance products, including the latest developments in corporate tax reform and other legislative activity affecting the insurance industry; exchange ideas and form networking relationships with other tax professionals and IRS personnel who specialize in tax issues arising in the insurance industry.

Three Ways to Register:
1) REGISTER ONLINE
2) Print the registration form and fax to 571-481-9090
3) Print the registration form and mail to Federal Bar Association, Attn: 2017 Insurance Tax Law Conference, PO Box 79395, Baltimore MD 21279 

For group registrations, contact Caitlin Rider, Meeting Planner.

 

 Early Bird
(on or before 5/5/17)

 Regular
(after 5/5/17)

FBA Sustaining Member  

 $465

$515

FBA Member

$500

$550

Nonmember

$680

$730

Government/Academic

$125

$135




This program is offering up to 9.7 CLE/CPE credits
(including 1 hour of Ethics)
Thursday, June 1
7:45-8:45 a.m. Registration and Continental Breakfast
8:45-8:55 a.m. Introduction and Welcome by the Seminar Coordinators
Lori J. Jones, Scibner, Hall & Thompson
Alex MacIvor, Insurance Branch, Office of Chief Counsel (FI&P), I.R.S.
9:00-9:45 a.m. SESSION 1: STATUS OF CORPORATE TAX REFORM
  • Mark S. Campisano, Vice President, Tax, Pacific Life Insurance Company (moderator)
  • Josh Odintz, Partner, Baker McKenzie
  • Eric Solomon, Co-Director, National Tax, Ernst & Young LLP
  • Mark D. Prater, Deputy Staff Director, Chief Tax Counsel, Senate Finance Committee
9:50-10:45 a.m. SESSION 2A: UPDATE ON LIFE COMPANY TAX ISSUES
  • William R. Pauls, Managing Director, Washington National Tax, Deloitte Tax LLP (moderator)
  • Todd Doyle, Assistant Vice President & Counsel, Mass Mutual Financial Group
  • Marcia Lassman, Assistant Vice President – Tax, John Hancock Financial
  • Alexis MacIvor, Branch Chief, Insurance Branch, Office of Chief Counsel (FI&P), I.R.S.
SESSION 2B: AFFORDABLE CARE ACT – WHERE IT IS NOW
  • Helen Morrison, Principal, National Tax Compensation and Benefits, Ernst & Young LLP (moderator)
  • Anne Phelps, Principal, Deloitte Advisory
  • Phil Lindenmuth, Health Care Counsel, Office of Chief Counsel, I.R.S.
10:45-11:15 a.m. Break
11:15 a.m.-12:15 p.m. SESSION 3A: AN UPDATE ON INTERNATIONAL TAX REFORM
  • Norm Hannawa, Senior Manager, International Tax and Financial Services, Ernst & Young LLP (moderator)
  • Cameron Arterton, Of Counsel, Steptoe & Johnson LLP
  • David Lenter, Senior Legislation Counsel, Joint Committee on Taxation
  • Clarissa Potter, Principal, Washington National Tax, KPMG LLP
  • Douglas Poms, U.S. Department of the Treasury 
SESSION 3B: PRINCIPLE BASED RESERVES
  • Regina Rose, Vice President – Taxes & Retirement Security, American Council of Life Insurers (moderator)
  • Thomas Chamberlain, Senior Manager, Deloitte Consulting LLP
  • Samuel A. Mitchell, Partner, Scribner, Hall & Thompson LLP
  • S. Vincent Zink, Actuary, I.R.S.
SESSION 3C: VALUATION ISSUES IN ACQUISITIONS AND DISPOSITIONS
  • Jeff Vogel, Principal, Washington National Tax, KPMG LLP (moderator)
  • Josh McEwan, Vice President - Tax Planning & Acquisitions, UnitedHealth Group
  • Stuart Neiberg, Partner, HealthCare Appraisers, Inc.
12:20-1:55 p.m. LUNCHEON AND ADDRESS
Introduction: Brion D. Graber, Partner, Scribner, Hall & Thompson LLP
Speaker: Barbara M. Angus, Chief Tax Counsel, House Ways and Means Committee
2:00-2:55 p.m. SESSION 5A: UPDATE ON PROPERTY/CASUALTY COMPANY TAX ISSUES
  • R. Lee Christie, Partner, Sidley Austin LLP (moderator)
  • Graham Green, Associate, Eversheds-Sutherland LLP
  • Joe Tedesco, Jr., Senior Vice President & Head of Tax Americas, XL America 
  • John Glover, Senior Counsel, Insurance Branch, Office of Chief Counsel (FI&P), I.R.S.
SESSION 5B: UPDATE ON TRANSACTIONAL ISSUES ARISING IN INTERNATIONAL TAX
  • Sophia Boutilier, Managing Director, International Tax, KPMG LLP (moderator)
  • Janette B. Zive, Assistant Vice President, U.S. Tax Counsel, Sun Life Financial 
  • Ted C. Clabault, Senior Manager, International Tax, Ernst & Young LLP
SESSION 5C: RELEVANT UPDATES FROM SEC/FASB/NAIC/FIO
  • Karen Miller, Tax Partner, PwC (moderator)
  • Michael Beaty, Partner, Ernst & Young LLP
  • Mark Bolton, Managing Director, Deloitte & Touche LLP
  • Cherie A. Pashley, Senior Vice President, Tax and Treasury, Unum Group
  • John W. Tittle, Audit Specialist Leader, Deloitte & Touche LLP
3:00-3:55 p.m. SESSION 6A: PRODUCT TAX UPDATE
  • Jean M. Baxley, Managing Director, Tax, Washington National Tax, Deloitte Tax LLP (moderator)
  • Sarah Lashley, Senior Counsel-Tax, Transamerica Corporation
  • Alison R. Peak, Partner, Davis & Harman LLP
  • Alexis MacIvor, Branch Chief, Insurance Branch, Office of Chief Counsel (FI&P), I.R.S.
  • Stephen Tackney, Deputy Associate Chief Counsel, Tax Exempt and Government Entities, I.R.S.
SESSION 6B: UPDATE ON HEALTH INSURANCE COMPANY TAX ISSUES
  • Lori Robbins, Managing Director, WNT, Healthcare, KPMG (moderator)
  • Matthew Haaf, Partner, Ernst & Young LLP
  • Rebecca Baxter, Senior Technician Reviewer, Office of Chief Counsel (FI&P), I.R.S.
SESSION 6C: MERGERS, ACQUISITIONS AND INTERNAL RESTRUCTURINGS 
  • Greg Kidder, Partner, Steptoe & Johnson LLP (moderator)
  • Stephen Fattman, National Tax, Ernst & Young LLP
  • Daniel Kheel, Vice President Tax Planning & Strategy, Metlife Insurance Company
  • Mark Weiss, Branch Chief, Branch 2, Office of Chief Counsel (Corporate), I.R.S.
3:55-4:25 p.m. Break
4:25-5:20 p.m. SESSION 7A: INVESTMENT TAX UPDATE 
  • Matthew Mosby, Senior Manager, KPMG LLP (moderator)
  • Bruce A. Cohen, Senior Tax Counsel, Berkshire Hathaway Inc.
  • Alan Fu, Vice President & Corporate Counsel, Prudential Financial
  • Peter Merkel, Senior Technical Reviewer, Branch 5, International Division, I.R.S.
SESSION 7B: DISCUSSION OF CURRENT ISSUES IN DEFERRED COMPENSATION AND EMPLOYEE BENEFITS
  • Lisa Herrnson, Managing Director, PwC, People & Organization (moderator)
  • Catherine Creech, Principal, National Tax Compensation and Benefits Group, Ernst & Young LLP
  • Stephen Tackney, Branch Chief, Branch 2, Office of Chief Counsel, I.R.S.
SESSION 7C: ABCS ON IRS PRACTICE AND PROCEDURE
  • Ruth Perez, Principal, PwC (moderator)
  • John Keenan, Managing Director, Deloitte Tax LLP
  • Charles Hall, Special Counsel, Office of Chief Counsel (P&A), I.R.S.
5:30-7:00 p.m. RECEPTION - All registrants welcome
Friday, June 2
7:45-8:25 a.m. Registration and Continental Breakfast
8:25-8:30 a.m. Introduction and Reminders
8:30-9:15 a.m. SECOND PLENARY SESSION: UPDATE FROM THE INSURANCE BRANCH
  • Alexis MacIvor, Branch Chief, Insurance Branch, Office of Chief Counsel (FI&P), I.R.S.
  • Rebecca Baxter, Senior Technician Reviewer, Office of Chief Counsel (FI&P), I.R.S.
  • John Glover, Senior Counsel, Insurance Branch, Office of Chief Counsel (FI&P), I.R.S.
9:20-10:15 a.m. SESSION 8A: GENERAL UPDATE ON INTERNATIONAL TAX ISSUES 
  • Kyle Karrenbauer, Tax Senior Manager, Financial Services,Deloitte Tax LLP (moderator)
  • Jason Kaplan, Principal, International Tax, Deloitte Tax LLP
  • Revital Gallen, Senior Manager, International Tax, Ernst & Young LLP
  • Christina Hwang, Second Vice President, Head of Federal Tax, Guardian Life Insurance Company
SESSION 8B: EFFECT OF TAX ON INSURANCE COMPANY MANAGEMENT AND RISK-BASED CAPITAL
  • Peter Sproul, PwC (moderator)
  • Aditi Banerjee, Vice President and Corporate Counsel, Prudential Financial, Inc.
SESSION 8C: CURRENT STATE AND LOCAL TAX ISSUES AFFECTING INSURANCE COMPANIES 
  • Andrew Appleby, Counsel, Eversheds Sutherland, LLP (moderator)
  • Maria Eberle, Partner, Baker McKenzie
  • J. Steven Feldman, Associate General Counsel (Tax), New York Life Insurance Company
10:15-10:45 a.m. Break
10:45-11:45 a.m. SESSION 9A: ETHICS UPDATE WITH A FOCUS ON REPORTABLE TRANSACTIONS
  • Tim McCormally, Director, Washington National Tax, KPMG LLP (moderator)
  • Mary I. Slonina, Director, PwC
  • Caroline E. Hay, Attorney-Advisor, Office of the Associate Chief Counsel (P&SI), I.R.S.
SESSION 9B: NEW TECHNOLOGIES TRANSFORMING TAX DEPARTMENTS
  • Emily Vanvleet, Partner, Deloitte Tax LLP (moderator)
  • Melissa Hall, Senior Vice President, Assurant, Inc.
  • Dan Trsic, Director of Tax, AFLAC, Inc.
SECTION 9C: TAX CONTROVERSY UPDATES
  • Susan E. Seabrook, Shareholder, Buchanan Ingersoll & Rooney PC (moderator)
  • Sharon Katz-Pearlman, Principal, Global Head of Dispute Resolution and Controversy, KPMG LLP
  • Brian Kittle, Partner, Mayer Brown LLP
11:45 a.m.-12:15 p.m. TAKEAWAY PANEL 
  • Frederic J. Gelfond, Principal, Ernst & Young LLP (moderator)
  • Mark S. Smith, Managing Director, PwC
  • Peter H. Winslow, Partner, Scribner, Hall & Thompson, LLP
  • Alexis MacIvor, Branch Chief, Insurance Branch, Office of Chief Counsel (FI&P), I.R.S.
12:20 p.m. BOX LUNCHES AVAILABLE

The cut-off date for discounted hotel reservations at the JW Marriott has passed.



Contact Heather Gaskins if you are interested in sponsoring this conference.
 

Patron Sponsors

Booke

Mass Mutual


Friend of the Conference

Bloomberg BNA

Steptoe & Johnson LLP

Date
June 1 - 2, 2017
Location
JW Marriott
1331 Pennsylvania Avenue NW
Washington D.C.
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