CLE 1.5 Professional Practice credits (NY transitional and nontransitional)
CONTACT firstname.lastname@example.org • 212.431.2147
SPEAKERS Sheldon Elefant, Senior Director, Willis Towers Watson Jordan Tamchin ’09, ’10 LL.M., Senior Vice President, Practice Leader, CAC Specialty
Inherent risk and uncertainty must be taken into account when acquiring or investing in a company, deploying a tax strategy, or taking a tax position. Tax insurance is designed to protect against a taxing authority’s challenge to an identified and supportable tax position and provides protection if the tax position fails to qualify for the intended tax treatment. This presentation provides a detailed analysis of tax insurance and the process to obtain tax insurance as well as an overview of common tax risks and opportunities for mitigating such risks. Attendees will learn about the benefits and limitations of tax insurance, current market trends, and other key considerations for potential insureds and their advisors.