PLI Taxation of Financial Products & Transactions 2021 | Practising Law Institute (PLI) | 11 January 2021 | Live Webcast

Why You Should Attend?
Now that guidance under the 2017 Tax Act is largely complete, taxpayers can more fully evaluate the Act’s impact on planning and compliance in the world of financial products. Additionally, old issues such as those involving the timing and amount cancellation of indebtedness income and the treatment of check-the-box liquidations, have taken on new importance in the economic downturn triggered by COVID-19. Meanwhile, tax professionals must also prepare for the impending end of the interbank offered rates, such as LIBOR. This year’s program will help attendees understand the changes resulting from new rules, and the application of old rules to new transactions.

What You Will Learn?
• Explore the final regulations dealing with the end of the IBORs
• Gain a deeper understanding of mark-to-market and Section 475(f)
• Identify the unresolved Issues in federal income taxation of debt instruments
• Understand the final regulations under Section 163(j)
• Get tips on advising the troubled debtor
• Examine the consequences of a check-the-box liquidation

Who Should Attend?
Attorneys at law and accounting firms who advise clients on financial transactions and products; in-house tax professionals who help structure transactions and make ASC 740 determinations; hedge fund traders and portfolio managers who want a better understanding of the tax rules governing financial products and transactions; accountants who work in the area of financial products; people who advise hedge fund managers, banks, and insurance companies; and government attorneys who want to stay on top of what’s happening in the capital markets will all benefit from attending this program.

2021 Speakers and Chairperson

CHAIRPERSON:

Matthew A. Stevens
Principal, EY

SPEAKERS:

Tyler L. Arbogast
Tax Senior Manager, National Tax Department, EY

Kristen M. Garry
Tax Lawyer, Shearman & Sterling LLP

Craig J. Gibian
Tax Principal, Deloitte Tax LLP

Spence W. Hanemann
Internal Revenue Service

Lena Y. Hines
Principal, EY

Jeffrey D. Hochberg
Partner, Sullivan & Cromwell LLP

Jay J. Klein
Director, PwC

Christina R. Lizza
Tax Director, PwC

Nicholas A. Machen
Citi

Jeffrey W. Maddrey
Head of Tax - Markets, BCMA, PwC

Sanjeev Magoon
Principal - Financial Services Tax, PwC

Eileen Marshall
Tax Partner, Cooley LLP

Erika W. Nijenhuis
Senior Counsel, U.S. Department of the Treasury

Deborah L. Paul
Partner, Wachtell, Lipton, Rosen & Katz

Mark S. Perwien
Special Counsel, Internal Revenue Service

Mark H. Price
Principal, KPMG LLP

Elena V. Romanova
Partner, Latham & Watkins LLP

Mark Schwed
Partner, Weil, Gotshal & Manges LLP

Michael K. Yaghmour
Principal, EY

Helen Yanchisin
Sr. Manager, Deloitte Tax LLP

Brett York
Deputy Tax Legislative Counsel, U.S. Department of the Treasury

Sara B. Zablotney
Tax Partner, Kirkland & Ellis LLP

Jonathan R. Zelnik
Principal, KPMG LLP