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The Property Tax Deskbook, 23rd Edition, 2018
Virtual 2020 May Tax Meeting: Investment Management and Insurance Companies [CC]
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Virtual 2020 May Tax Meeting: Investment Management and Insurance Companies [CC]
Ninety minutes of CLE including panels covering: updates for Regulated Investment Companies (RICs), tax issues for RICs investments in private funds, and recent legislation and impacts on the insurance industry. See below for panel details.
Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
12/31/2024
3.00 total credit hours including
-
General
Status:
Available for credit
3.00 credit hours
Available until:
12/31/2024
3.00 total credit hours including
-
General
Status:
Available for credit
3.00 credit hours
Available until:
12/31/2024
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
12/31/2024
3.00 total credit hours including
-
Substantive Law
Status:
Available for credit
3.00 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
12/31/2024
4.00 total credit hours including
-
General
Status:
Approved
4.00 credit hours
Available until:
12/31/2022
3.00 total credit hours including
-
General
Status:
Available for credit
3.00 credit hours
Available until:
12/31/2024
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
07/22/2021
3.00 total credit hours including
-
General
Status:
Self apply
3.00 credit hours
Available until:
07/22/2023
3.50 total credit hours including
-
General
Status:
Approved
3.50 credit hours
Available until:
01/22/2022
3.00 total credit hours including
-
General
Status:
Applied for
3.00 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
12/31/2024
3.00 total credit hours including
-
General
Status:
Self apply
3.00 credit hours
Available until:
07/22/2025
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
07/22/2022
3.00 total credit hours including
-
General
Status:
Applied for
3.00 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Self apply
3.00 credit hours
Available until:
07/22/2021
3.50 total credit hours including
-
General
Status:
Approved
3.50 credit hours
Available until:
07/22/2021
3.00 total credit hours including
-
General
Status:
Self apply
3.00 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Self apply
3.00 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
07/22/2022
3.00 total credit hours including
-
General
Status:
Self apply
3.00 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Self apply
3.00 credit hours
Available until:
07/22/2023
3.60 total credit hours including
-
General
Status:
Self apply
3.60 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
07/23/2022
3.00 total credit hours including
-
General
Status:
Applied for
3.00 credit hours
Available until:
07/22/2023
3.60 total credit hours including
-
General
Status:
Available for credit
3.60 credit hours
Available until:
12/31/2024
3.00 total credit hours including
-
General
Status:
Self apply
3.00 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Self apply
3.00 credit hours
Available until:
07/22/2022
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
12/31/2024
3.00 total credit hours including
-
General
Status:
Available for credit
3.00 credit hours
Available until:
12/31/2024
3.60 total credit hours including
-
General
Status:
Reciprocity
3.60 credit hours
Available until:
12/31/2024
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
12/31/2024
3.50 total credit hours including
-
Areas of Professional Practice
Status:
Approved
3.50 credit hours
Available until:
12/31/2024
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
12/31/2024
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Applied for
3.00 credit hours
Available until:
12/31/2021
3.50 total credit hours including
-
General
Status:
Applied for
3.50 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
Substantive
Status:
Available for credit
3.00 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Self apply
3.00 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
07/22/2022
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
07/23/2022
3.00 total credit hours including
-
General
Status:
Available for credit
3.00 credit hours
Available until:
07/22/2023
3.50 total credit hours including
-
General
Status:
Self apply
3.50 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Self apply
3.00 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
07/18/2022
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
06/01/2021
3.00 total credit hours including
-
General
Status:
Applied for
3.00 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
12/31/2024
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
07/22/2023
3.00 total credit hours including
-
General
Status:
Approved
3.00 credit hours
Available until:
10/31/2021
3.00 total credit hours including
-
Law & Legal Procedure
Status:
Self apply
3.00 credit hours
Available until:
07/22/2025
3.60 total credit hours including
-
General
Status:
Applied for
3.60 credit hours
Available until:
07/22/2023
3.50 total credit hours including
-
General
Status:
Approved
3.50 credit hours
Available until:
07/22/2021
3.00 total credit hours including
-
General
Status:
Self apply
3.00 credit hours
Available until:
07/22/2023
$00
NON-MEMBERS
$00
MEMBERS
$00
SECTION MEMBERS
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Closed Captioned. 1:00 PM - 1:45 PM
Regulated Investment Company Tax Update. This panel will discuss recent US tax developments that have an impact on Regulated Investment Companies (RICs).
Panelists:
Keith Lawson, Investment Company Institute, Washington, DC (Moderator)
Joe Riley, Dechert LLP, New York, NY
1:45 PM - 2:30 PM
Tax Issues with Regulated Investment Company Investments in Private Funds. This panel will discuss qualifying income, diversification and diversification compliance considerations for Regulated Investment Companies that invest in underlying private funds such as private equity and hedge funds, including side letter provisions addressing the same.
Panelists:
William P. Zimmerman, Morgan, Lewis & Bockius LLP, Philadelphia, PA (Moderator)
2:30 PM - 4:00 PM
Recent Legislation and the Insurance Industry. The panel will discuss how recent legislation affects insurance companies and the products they issue. The panel will explore the changes made by the SECURE Act and CARES Act and how they affect insurance products. The panel will also discuss the new section 7702 proposal relating to life insurance contracts that was included in the proposed HEROES Act.
Panelists:
Alison Peak, Davis & Harman LLP, Washington DC (Moderator)
Carol Weiser, Benefits Tax Counsel, Department of Treasury (Invited)
Michael L. Hadley, Davis & Harman LLP, Washington, DC
Patrick J. Horning, Northwestern Mutual, Milwaukee, WI
Mandana Parsazad, ACLI, Washington, DC
Product Details
Panelists
Alison R Peak, Carol Weiser, Christopher Scarpa, Helen M Hubbard, Joseph Andrew Riley, Katherine Sunderland, Keith D Lawson, Mandana Parsazad, Michael L Hadley, Patrick Horning, Raj Tanden, Richard LaFalce, Roger Wise, William Paul Zimmerman
Sponsors
Section of Taxation
Product Code
TX2006MAYW16OLC
Duration
180
Publication Date
7/23/2020 12:00:00 AM
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