Webinar November 16, 2021

Understanding and Deploying Tax Insurance: Strategic Uses and Strategies

Event Detail
Scott A. Harty
November 16, 2021

Scott Harty will serve as a panelist on this program presented by Practising Law Institute (PLI). This inherent risk and uncertainty has given rise to a sophisticated insurance market for tax insurance. Tax insurance provides protection should a tax position fail to qualify for its intended tax treatment. In its simplest sense, tax insurance provides coverage for identified, supportable tax positions for private equity funds, strategic acquirors, individuals, and virtually any other taxpayer. The panel will discuss:

  • Overview and history of tax insurance
  • What tax insurance is and what it is not
  • Insuring known and unknown risks: How tax insurance differs from RWI
  • Underwriting tax insurance: Overview of the process and participants
  • Submission and underwriting timeline
  • Common terms, conditions and limitations of tax insurance
  • Commonly insured tax risk
  • What happens when there’s a loss: The tax insurance claims process
  • Where is the product headed? Future trends in tax insurance

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Meet The Speakers
Media Contacts
Alex Wolfe
Communications Director

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