Virtual 2020 May Tax Meeting: Investment Management and Insurance Companies [CC]

    Virtual 2020 May Tax Meeting: Investment Management and Insurance Companies [CC]
    CLE 180 min

    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:

      07/22/2023

    3.00 total credit hours including

    • General

      Status:

      Available for credit

      3.00 credit hours

      Available until:

      07/22/2023

    3.00 total credit hours including

    • General

      Status:

      Available for credit

      3.00 credit hours

      Available until:

      07/22/2022

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/22/2021

    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:

      07/22/2023

    4.00 total credit hours including

    • General

      Status:

      Approved

      4.00 credit hours

      Available until:

      12/30/2022

    3.00 total credit hours including

    • General

      Status:

      Available for credit

      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:

      07/22/2022

    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:

      Self apply

      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:

      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:

      07/22/2022

    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

    3.00 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:

      07/22/2022

    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:

      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:

      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:

      07/22/2023

    3.00 total credit hours including

    • General

      Status:

      Available for credit

      3.00 credit hours

      Available until:

      07/22/2023

    3.60 total credit hours including

    • General

      Status:

      Reciprocity

      3.60 credit hours

      Available until:

      07/22/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      07/22/2025

    3.50 total credit hours including

    • Areas of Professional Practice

      Status:

      Approved

      3.50 credit hours

      Available until:

      07/22/2023

    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:

      07/22/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      3.00 credit hours

      Available until:

      12/31/2020

    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:

      07/22/2022

    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:

      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:

      07/22/2023

    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:

      Applied for

      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:

      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:

      07/22/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      10/31/2020

    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

    $199
    NON-MEMBERS
    $75
    MEMBERS
    $50
    SECTION MEMBERS
    *Additional discounts may apply at checkout

    Log In to view your rate

    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

    Related Products

    Related Events