Publications | Single Issue Periodical
Family Advocate Spring 2024 Vol. 46, No. 4
Insuring Tax Positions – A Guide for the Tax Professional [CC]
![Insuring Tax Positions – A Guide for the Tax Professional [CC]](/content/dam/aba-cms-dotorg/products/ecd/ondemand/429818932/429818932.Def.L.png.transform/product-2x/img.png)
Insuring Tax Positions – A Guide for the Tax Professional [CC]
An expert panel will provide a detailed analysis of tax insurance.
Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
04/11/2026
1.50 total credit hours including
-
General
Status:
Available for credit
1.50 credit hours
Available until:
04/11/2026
1.50 total credit hours including
-
General
Status:
Available for credit
1.50 credit hours
Available until:
04/11/2028
1.50 total credit hours including
-
Substantive Law
Status:
Available for credit
1.50 credit hours
Available until:
04/11/2026
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
04/11/2026
2.00 total credit hours including
-
General
Status:
Approved
2.00 credit hours
Available until:
12/31/2025
1.50 total credit hours including
-
General
Status:
Available for credit
1.50 credit hours
Available until:
04/11/2026
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
04/11/2025
2.00 total credit hours including
-
General
Status:
Self apply
2.00 credit hours
Available until:
10/11/2024
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
12/31/2024
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
04/11/2026
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
04/11/2025
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
04/11/2025
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
12/31/2024
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
05/09/2025
1.50 total credit hours including
-
General
Status:
Applied for
1.50 credit hours
Available until:
04/11/2025
1.50 total credit hours including
-
General
Status:
Applied for upon completion
1.50 credit hours
Available until:
04/11/2025
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
04/11/2025
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
04/11/2026
1.80 total credit hours including
-
General
Status:
Available for credit
1.80 credit hours
Available until:
04/11/2028
1.50 total credit hours including
-
General
Status:
Self apply
1.50 credit hours
Available until:
04/11/2025
1.50 total credit hours including
-
General
Status:
Applied for
1.50 credit hours
Available until:
12/31/2026
1.50 total credit hours including
-
General
Status:
Available for credit
1.50 credit hours
Available until:
04/11/2026
1.80 total credit hours including
-
General
Status:
Reciprocity
1.80 credit hours
Available until:
04/11/2026
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
04/11/2028
1.50 total credit hours including
-
Areas of Professional Practice
Status:
Approved
1.50 credit hours
Available until:
04/11/2026
1.50 total credit hours including
-
General
Status:
Applied for
1.50 credit hours
Available until:
02/28/2025
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
04/11/2026
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
04/11/2026
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
12/31/2024
2.00 total credit hours including
-
General
Status:
Applied for
2.00 credit hours
Available until:
04/11/2026
1.50 total credit hours including
-
Substantive
Status:
Available for credit
1.50 credit hours
Available until:
04/11/2026
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
05/09/2026
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
04/11/2025
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
04/11/2025
1.50 total credit hours including
-
General
Status:
Available for credit
1.50 credit hours
Available until:
04/11/2026
1.50 total credit hours including
-
General
Status:
Applied for
1.50 credit hours
Available until:
04/09/2026
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
12/31/2024
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
03/31/2025
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
04/11/2026
1.80 total credit hours including
-
General
Status:
Approved
1.80 credit hours
Available until:
04/11/2026
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
10/31/2024
1.50 total credit hours including
-
Law & Legal Procedure
Status:
Approved
1.50 credit hours
Available until:
04/11/2028
1.80 total credit hours including
-
General
Status:
Applied for
1.80 credit hours
Available until:
04/11/2026
$00
NON-MEMBERS
$00
MEMBERS
$00
YOUR PRICE
*Additional discounts may apply at checkout
Log In to view your rate
Unlock the discounted member rate
Join first as a member, and then purchase this product at special member pricing
Closed Captioned.
Inherent risk and uncertainty are often inevitable when acquiring or investing in a company, deploying a tax strategy or taking a tax position. Tax insurance is designed to protect against a taxing authority's challenge to an identified and supportable tax position and provides protection if the tax position fails to qualify for the intended tax treatment. This presentation provides a detailed analysis of tax insurance and the process to obtain tax insurance and provides an overview of common tax risks and opportunities for mitigating such risks. Attendees will learn about the benefits and limitations of tax insurance, current market trends, and other key considerations for potential insureds and their advisors.
Participant learning objectives:
- What is transactional risk insurance;
- What is Representations and Warranties Insurance;
- Tax issues in M&A transactions;
- What is tax insurance;
- Common tax risks and opportunities for mitigating such risks;
- Benefits of tax insurance;
- When tax insurance is appropriate;
- Process to obtain tax insurance;
- Typical tax insurance coverage, terms and exclusions; and
- Current market trends
Moderator:
Jordan Tamchin, Senior Vice President, CAC Specialty, New York, NY
Speakers:
Julie Divola, Pillsbury Winthrop Shaw Pittman, San Francisco, CA
Willette Elder, Senior Vice President of Tax, VALE Insurance Partners, New York, NY
Matt Movafaghi, Senior Vice President, CAC Specialty, Scottsdale, AZ
Mike Saitta, Head of Tax for the Americas, Liberty GTS, New York, NY
CLE Information
The ABA will seek 1.5 hours of CLE credit in 60-minute states and 1.8 hours of CLE credit in 50-minute states in states accrediting ABA live webinars and teleconferences. *Credit hours granted are subject to each state's approval and credit rounding rules.
Product Details
Moderators
Sponsors
Product Code
TX2302W01OLC
Duration
90
Publication Date
4/12/2023 12:00:00 AM
Related Products
Publications | Book
Property Tax Deskbook, 28th Edition, 2023
Publications | Book
Sales & Use Tax Deskbook, 36th Edition, 2022-2023
Related Events
Dec
12
Events | In-Person
2024 Criminal Tax Fraud and Tax Controversy Conference
ETHICS 60 min
Join experienced attorneys at the 2024 Criminal Tax Fraud and Tax Controversy Conference to learn about strategies for experienced practitioners when representing clients in examination, at appeals,…
Oct
25
Events | Webinar
The 2025 Sunsetting of Tax Cuts and Jobs Act (TCJA): Tax Justice on the Frontlines
This webinar will expose listeners to what is at risk with the December 31, 2025, sunsetting of the Trump Administration's 2017 TCJA. Advocates and scholars working on the frontlines of tax justice w…
Oct
23
Events | Webinar
Inmate Tax Assistance Project Volunteer Training Part 2: Working Through Challenges
CLE 90 min
Learn how to work through challenges commonly faced in the course of representing inmates.