Insuring Tax Positions: A Guide for the Tax Professional

DATE
Wednesday, April 26, 2023

TIME
12:50 p.m.–1:50 p.m. 

LOCATION
W400

RSVP to this event today.

CLE
1.5 Professional Practice credits (NY transitional and nontransitional)

CONTACT
ashley.oliver@nyls.edu  •  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.