Insurance Tax Seminar 2022 | Federal Bar Association | 2 June 2022 | JW Marriott Washington, DC, 1331 Pennsylvania Avenue NW, Washington, DC 20004, USA

This year’s in-person seminar will feature topical tax discussions between industry tax professionals, tax advisors, consultants, and government tax professionals. Attendees will get the latest tax news on IRS guidance and other developments, and hear real-time commentary and perspectives from numerous industry tax specialists.

This year’s agenda will offer 23 sessions—including a couple of “fundamentals” sessions for attendees who are newer to insurance tax. Seminar panels have been crafted to cover a range of viewpoints on the latest insurance company, insurance product, international, and other relevant and timely tax topics—including potential legislation, recent IRS and OECD guidance, and post-COVID workplace issues.

2022 Speakers

Adam Carasso
Senior Tax and Economic Policy Advisor, Senate Finance Committee

Jamie Cummins
Tax Counsel, Senate Finance Committee

Alice Lin
Budget Policy Advisor, House Ways and Means Committee

Greg Warren
Tax Legislative Assistant, House Ways and Means Committee (Minority)

Tom West
Deputy Assistant Secretary for Domestic Business Tax, Office of Tax Policy, U.S. Department of the Treasury

Aditi Banerjee
Vice President & Corporate Counsel Tax, Prudential Financial

Thomas Q. Chamberlain
Managing Director, Deloitte Consulting LLP

Matt Lodes
Partner, PwC

Doug Poms
Principal, KPMG LLP

Lincoln Terzian
Partner, Grant Thornton LLP

Amanda Varma
Partner, Steptoe & Johnson LLP

Michael C. Beaty
Partner, Ernst & Young LLP

Maura McKinnon
Executive Vice President & Enterprise Tax Director, Liberty Mutual

Vincent Scarpati
Partner, PricewaterhouseCoopers LLP

Chris Riffle
Director, PricewaterhouseCoopers LLP

Michael Gilman
Branch Chief, Office of Chief Counsel (INTL), IRS

Brion Graber
Partner, Scribner Hall & Thompson LLP

Eric Miller
Head of Tax Advisory – International, American International Group (AIG)

Chris Ocasal
Principle, Ernst & Young LLP

Arash Barkhordar
Principal, Mazars USA LLP

Daniel J. Kusaila
Partner, Crowe LLP

Paul H. Phillips III
Partner, EY

Michele Landon
Managing Director (Tax), Deloitte

David Sherwood
Managing Director, Deloitte & Touche LLP

Lisa Zarlenga
Partner, Steptoe & Johnson LLP

Sonja Lundy
Tax Director, Fairfax (US) Inc

Grey Oyler
Partner, ScribnerHall

Sarah Pisacich
Tax Managing Director, KPMG

Kathryn M. Sneade
Branch Chief (Insurance), Office of Chief Counsel (FIP), IRS (invited)

Sanjeev Doss
Head of Tax and Assistant General Counsel, American Equity

Bob Leonard
Senior Manager, EY

Ryan Wilson
Senior Manager, PwC

Mary I. Slonina
Managing Director, KPMG

Kevin Stults
Counsel, Skadden, Arps, Slate, Meagher & Flom

Melissa Wiley
Member, Caplin & Drysdale

Rebecca L. Baxter
Senior Technician Reviewer (Insurance), Office of Chief Counsel (FIP), IRS (invited)

Jason Divine
Managing Director, Business Tax Services, KPMG LLP

Anthony (AJ) Picchione
Senior Tax Counsel, CVS Health

Fred von Rueden
Executive Director, Blue Cross Blue Shield Association

Paul Aronoff
Vice President and Tax Counsel, Prudential Financial

G. “Chip” Harter
Partner, Washington National Tax Services, PwC

Stuart Katz
Tax & Senior Counsel, Athene Holding Ltd.

Michael Plowgian
U.S. Treasury Department

Bob Stack
Managing Director, Washington National Tax, Deloitte Tax LLP

Rob Fishbein
Vice President and Corporate Counsel (Tax), Prudential Financial, Inc.

Shannon Gamache
Lead Counsel (Product Tax), MassMutual

Matin Momen
Vice President & Associate General Counsel, MetLife

Ernest Molinari
Vice President & Corporate Counsel, Prudential Financial, Inc.

Denise Hintzke
Global Market Leader, Deloitte Tax LLP

Samera Kadry
Assistant Vice President, Senior Counsel, Lincoln Financial Group

Mary Monahan
Partner, Eversheds Sutherland (US) LLP

Christopher B. Cramer
Head of Tax and Deputy General Counsel, Talcott Resolution

M. Kristan Rizzolo
Partner, Eversheds Sutherland (US) LLP

Jason Stern
Partner, Deloitte Tax LLP

Christine Watson
Partner & Insurance M&A Tax Leader, PwC

Jennifer Breen
Partner, Morgan Lewis

George Hani
Member, Miller & Chevalier

Sam Mitchell
Partner, Scribner Hall

Ian M. Follansbee
Attorney Advisor (Insurance), Office of the Chief Counsel (FI&P), IRS (invited)

John E. Glover
Senior Counsel (Insurance), Office of the Chief Counsel (FI&P), IRS (invited)

Elizabeth (Beth) M. Hill
Attorney Advisor (Insurance), Office of the Chief Counsel (FI&P), IRS (invited)

Megan T. McGuire
Attorney Advisor (Insurance), Office of the Chief Counsel (FI&P), IRS (invited)

Daniel P. Phillips
Senior Counsel (Insurance), Office of the Chief Counsel (FI&P), IRS (invited)

Christopher Albert
Partner, Deloitte

Richard Ferrari
Partner, Ernst & Young

Melissa Hall
Senior Vice President, Assurant, Inc.

Russell Jones
IRS

Michelle Klotzbach
Assistant Vice President, MetLife

Gary Vogel
Managing Director, EY

Bryan W. Keene
Partner, Davis & Harman LLP

Matthew DiDonato
Partner, Grant Thornton

Jessica Fahey
Senior Tax Manager, Transamerica

Josie Lowman
Managing Director, PwC

Sarah Sheldon
Vice President – Tax Legal, Lincoln Financial Group

Charalambos Antoniou
Global ESG Insurance Tax Leader, PwC Switzerland

James Gordon
Tax Senior Manager, Deloitte Tax LLP

Richard Wireman
Vice President – Tax, Principal

Jack Marshall
President, ProEthics LTD.

Sheryl Flum
Managing Director, KPMG

Tom Gibbons
Senior Vice President – Corporate Strategy, Development, Treasury and Tax, Pacific Life

Scott Lenz
Senior Vice President, Deputy General Counsel & Chief Tax Counsel, New York Life Insurance Company

Mark S. Smith
Managing Director, PwC

MODERATORS:

Janice Mays
Managing Director, PwC, LLP (Moderator)

Andy Seydel
Partner, Ernest & Young (Moderator)

Jason Kaplan
Principal, Deloitte Tax LLP (Moderator)

John Forni
Managing Director, Grant Thornton LLP (Moderator)

Lisandra Ortiz
Member, Miller & Chevalier (Moderator)

Rob Massey
Partner, Deloitte LLP (Moderator)

Rob Finnegan
Tax Managing Director, PwC (Moderator)

Al DiGiacomo
Senior Manager, Deloitte Tax LLP (Moderator)

Kiara Rankin
Principal, EY (Moderator)

Maria O. Jones
Member, Miller & Chevalier (Moderator)

Surjya Mitra
Managing Director, Washington National Tax Services, PwC (Moderator)

Bryan Keene
Partner, Davis & Harman LLP (Moderator)

Jay Geiger
Counsel, Kramer Levin Naftalis & Frankel LLP (Moderator)

Tom Greenaway
Principal, KPMG (Moderator)

Jean Baxley
Managing Director, Deloitte Tax LLP (Moderator)

Lori Robbins
Managing Director, KPMG (Moderator)

Lisa Miller
Principal, PwC (Moderator)

Mark E. Griffin
Partner, Davis & Harman LLP (Moderator)

Timothy Mahon
Partner, EY (Moderator)

Frederic J. (Rick) Gelfond
Principal, EY

2022 Sponsor and Partner

PREMIER:
• Crowe

PARTNER:
• Grant Thorton