3rd Annual Tax Liability Insurance ExecuSummit
October 8 & 9, 2024
Mohegan Sun Hotel & Convention Center, Uncasville, CT
2024 - 3rd Annual Tax Liability Insurance ExecuSummit Topics & Presenters:
State of Market / Tax Underwriting Trends
Moderator/Panelist: Justin Pierce Berutich
Managing Director – Head of Tax
Euclid Transactional, LLC
Matt Movafaghi
Head of Tax Insurance Placements
CAC Specialty
Jessica Harger
Managing Director, Tax,
M&A and Transaction Solutions
Aon
Rishi K. Sodhi
Partner
Foley & Lardner LLP
The Future of Tax Insurance – Emerging Trends and Predictions
Moderator/Panelist: Harry Ballan
Head of Tax
Liberty GTS
Ben Furtick
Senior Tax Insurance Underwriter
Certa Insurance Partners
Scott Harty
Partner
Alston & Bird
Jared Lavinthal
Sr. Underwriter
AIG
Seth Buchwald, J.D., CPA
Senior Vice President, Tax Insurance Practice Leader
McGriff
Tax Insurance and Transfer Pricing Controversies:
Analyzing the Current Landscape in Transfer Pricing Disputes and the Role of Tax Insurance In Managing These Risks and Disputes
Robert C. Morris
Co-Head of Tax, United States
Norton Rose Fulbright US LLP
Andrew Rubin
Director, Tax Insurance Practice
WTW
Audrey Bailey
Vice President, Tax Insurance
Lockton Companies
Jenny Wong
Vice President, North American Tax Insurance
Ryan Transactional Risk
Tax Insurance in Cross-Border M&A Transactions:
Addressing the Complexities and Solutions for Managing Tax Risks in Cross-Border Mergers and Acquisitions
Moderator/Panelist: Michael Saitta
Head of Tax Insurance
Berkshire Hathaway Specialty Insurance
Joe Volk
Managing Director, M&A Tax
Leo Berwick
Philip J. Antoon
Senior Managing Director
Ankura
Jeffrey Korenblatt
Partner
Holland & Knight
Daniel Rinke
Principal
CohnReznick
Broker and Insurer Selection – What Clients Should Look for in Each
Moderator/Panelist: Gary P. Blitz
Global Co-CEO – M&A and Transaction Solutions
Aon
Mark G. McTigue
Managing Director, Tax Insurance Specialist, Marsh Specialty
Marsh USA Inc
Devorah Pomerantz, JD, LLM
Divisional Senior Vice President
Mergers & Acquisitions Liability Division
Great American Insurance Group
Justin Pierce Berutich
Managing Director – Head of Ta
xEuclid Transactional, LLC
IRA / Climate Change Legislation and Tax Implications:
Investigating the Tax risks Associated with Renewable Energy Legislation and How Tax Insurance Can Mitigate These Risks
Moderator/Panelist: Dorian Hunt
Partner, Head of Renewable Energy
Leo Berwick
Josh Emmett
Vice President, Tax Insurance Practice
CAC Specialty
Amar Patel, CPA, CCSP
Principal
KBKG
Marc Nickel
Senior Vice President
Aon
Hannah C. Cary
Counsel
Latham & Watkins LLP
Underwriting Reportable Transactions and Defending Tax Campaigns
This panel will discuss the importance of underwriting discipline in view of the history of Treasury, tax insurance
and tax shelters . Is this getting lost amid new insurers and brokers entering the space?
David De Berry
Austin Cahill
Managing Director & Founder
Castle Harbour
Tax Credit Market:
Is There “Market” for Structure, Diligence, Contest Requirements, Etc.
Kami LaBerge
Senior VP and Tax Underwriter
Euclid Transactional, LLC
Daniel Berger
Senior Vice President, Head of Tax Insurance
Lockton Companies
Michael Haun
Partner, Tax Department
Paul Hastings
Lee Zoeller
Chief Broking Officer, Tax Insurance
Managing Director | Global Mergers & Acquisitions Group
Alliant Insurance Services, Inc.
Ivan J. Milan
Vice President - Tax Insurance
Everest Insurance
Retention Setting and the Role of Tax Insurance in Covering Contest Costs
Jon Hutchens
SVP, Global Head of Tax
Mosaic Insurance
Willette Elder
Director
VALE Insurance Partners
Jeffrey Lash
Senior Vice President and Tax Underwriter
Euclid Transactional, LLC
State of the State: State and Local Risks and the Tax Insurance Market
Moderator/Panelist: Toni Lewis
Partner
Leo Berwick
Zachry T. Gladney
Partner
Alston & Bird LLP
Lynn A. Gandhi
Partner
Foley & Lardner LLP
Toni Lewis
Partner
Leo Berwick
Alisha Soares
SVP, Tax Insurance specialist
Marsh
Robert Goodreau
Head of Tax
Archer Transactional
To Request the Complete Agenda for this Summit.
Agenda includes all topics, presenters, hotel, and registration information.