Understanding and Deploying Tax Insurance II: Advanced Strategies and Real-World Case Studies 2022 | PLI Practising Law Institute | 19 May 2022 | Online

Business decisions are becoming increasingly more complex in part due to the implications of a global tax system. An adverse tax ruling has the ability to be catastrophic for the taxpayer. However, taxpayers can limit this risk with tax insurance, an efficient, protection tool for private equity, strategics, individuals, and virtually any other taxpayer should a tax position fail to qualify for its intended tax treatment.

As discussed in the first part of this series, tax insurance provides coverage for identified, supportable tax positions and will reimburse a taxpayer for taxes, interest, penalties, and contests costs, as well provide a gross-up related to income taxes owed on the receipt of insurance proceeds. This Briefing will recap the basics discussed during the first part of the series, but will focus on the intricacies of the tax insurance product including several real world case studies.

During this presentation experts will discuss the following topics:
• Overview of tax insurance basics (10 minutes)
• Advanced tax insurance policy specifics (10 minutes)
• Material considerations when selecting an insurer (5 minutes)
• M&A case studies (10 minutes)
• Strategic use case studies: Overview of the process and participants (10 minutes)
• Tax credit case studies (10 minutes)
• Future trends in tax insurance (5 minutes)

2022 Speakers

Justin Pierce Berutich
Euclid Transactional, LLC

Joseph Ehrlich
Brown & Brown Specialty Risk Solutions, National Practice Leader

Yonatan Tammam
Brown & Brown, Specialty Risk Solutions