The 2024 Insurance Tax Seminar, organized by the Federal Bar Association's Section on Taxation, took place on May 30-31, 2024, at the JW Marriott in Washington, DC. This annual event brought together over 500 industry tax professionals, advisors, consultants, and government officials to discuss the latest developments in insurance taxation.
The seminar featured a comprehensive agenda covering topics such as IRS guidance, legislative changes, international tax developments including Pillar Two, and other pertinent issues affecting the insurance industry. Sessions were designed to provide diverse perspectives on insurance company taxation, insurance products, and international tax matters.
In addition to educational sessions, the event offered networking opportunities, including receptions sponsored by industry partners. Notable speakers included representatives from the U.S. Department of the Treasury and leading tax professionals from various sectors.
This seminar was ideal for tax professionals, legal advisors, and consultants seeking to stay informed on current trends and developments in insurance taxation, offering valuable insights and opportunities for professional growth.
Speakers(10)
Adgar Sarian
Director at PwC
Adgar Sarian is a Director at PwC, specializing in InsurTech market trends and developments.
Angela Walitt
Attorney Advisor at Office of Tax Policy, U.S. Department of the Treasury
Angela Walitt is an Attorney Advisor in the Office of Tax Policy at the U.S. Department of the Treasury.
Janine Burman-Gage
Senior Manager at Ernst & Young LLP
Janine Burman-Gage is a Senior Manager at Ernst & Young LLP, focusing on tax issues in the InsurTech sector.
Juan Ortiz
Tax Senior Manager at Deloitte Tax LLP
Juan Ortiz is a Tax Senior Manager at Deloitte Tax LLP, addressing tax challenges faced by InsurTechs at different growth stages.
Lori Robbins
Managing Director at KPMG LLP
Lori Robbins is a Managing Director at KPMG LLP, focusing on federal income taxation issues for P&C insurance companies.
Mandana Parsazad
Vice President, Tax Policy at ACLI
Mandana Parsazad is the Vice President of Tax Policy at ACLI, moderating discussions with Treasury tax experts.
Matthew Jones
Partner at KPMG LLP
Matthew Jones is a Partner at KPMG LLP, with expertise in various InsurTech structures and tax technical topics.
Mayowa Dauda
Partner at PwC
Mayowa Dauda is a Partner at PwC, specializing in tax law affecting P&C insurance companies.
Scott Levine
Acting Deputy Assistant Secretary (International Tax Affairs) at U.S. Department of the Treasury
Scott Levine serves as the Acting Deputy Assistant Secretary for International Tax Affairs at the U.S. Department of the Treasury.
Scott Rynda
Senior Vice President, Corporate Tax at The Travelers Companies, Inc.
Scott Rynda is the Senior Vice President of Corporate Tax at The Travelers Companies, Inc., addressing tax challenges in the P&C insurance sector.
Event Details
- Date
- May 30-31, 2024
- 2 days
- Location
- 🇺🇸 Washington, D.C., United States
- JW Marriott
- Audience
- Tax professionals, legal advisors, consultants
- CLE Credits
- 8 total CLE credit hours (including 1 ethics) for 60-minute states, and 9.6 total CLE credit hours (including 1.2 ethics) for 50-minute states
- Attendees
- Over 500 attendees