Jul

    Virtual 2020 May Tax Meeting: Investment Management and Insurance Companies

    1 PM EDT

    Three hours 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

    3.50 total credit hours including

    • General

      Status:

      Approved

      3.50 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:

      Approved

      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:

      Applied for

      3.00 credit hours

      Available until:

      07/22/2021

    3.50 total credit hours including

    • General

      Status:

      Approved

      3.50 credit hours

      Available until:

      07/22/2022

    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:

      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:

      07/22/2023

    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:

      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

    3.60 total credit hours including

    • General

      Status:

      Applied for

      3.60 credit hours

      Available until:

      07/22/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      3.00 credit hours

      Available until:

      07/22/2023

    3.50 total credit hours including

    • Specialized Knowledge

      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:

      07/22/2022

    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:

      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:

      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:

      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:

      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:

      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:

      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:

      10/30/2020

    3.00 total credit hours including

    • Law & Legal Procedure

      Status:

      Approved

      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
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    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

    MCLE Information

    The ABA will seek 3.0 CLE credit hours in 60-minute-hour states, and 3.6 CLE credit hours in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

    CPE Information

    The American Bar Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors for Group Live programs (live in-person). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Due to the COVID-19 crisis, many State boards of accountancy are providing flexibility in the instructional delivery method and allowing for Group Live approved providers to issue credits for Group Live Internet Based vended programs. Kansas does not allow for this flexibility, and waiver requests are pending with Iowa, New York, and North Dakota. All other State boards of accountancy have noted their flexibility. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www. learningmarket.org. Recommended CPE Credits and Fields of Study: Program attendees can earn up to 3.0 CPE credits in Tax. There are no prerequisites.

    Event Details

    Format

    Web

    Date

    Jul 23, 2020

    2020-07-23T13:00:00-04:00 2020-07-23T16:00:00-04:00 Virtual 2020 May Tax Meeting: Investment Management and Insurance Companies

    Three hours 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.

    Sponsors

    Section of Taxation

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