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Rachel Partain, Charles Ruchelman, Christopher Rizek, and Mark Allison to Speak on Captive Insurance at Bloomberg BNA Webinar

December 9, 2016, 12:00 PM to 1:00 PM ET
Speakers:Christopher S. Rizek, Charles M. Ruchelman, Rachel L. Partain, Mark D. Allison
Program:Captive Insurance: New IRS Tax Reporting Regime Potential for Penalties and Examinations
Event Sponsor:Bloomberg BNA
Registration:Click Here To Register

Please join Rachel L. Partain, Charles M. Ruchelman, Christopher S. Rizek, and Mark  D. Allison for this 1-hour webinar designed to educate CPAs on how to navigate the new reporting requirements and identify pitfalls for their clients.

Educational Objectives

  • General understanding of the IRS disclosure and list maintenance regime for transactions of interest (TOI) under Internal Revenue Code and Treasury Regulations for transaction advisors.

  • General understanding of the penalties for failure to disclose a TOI under Internal Revenue Code and Treasury Regulations for transaction participants and advisors.

  • Specific information about IRS Notice 2016-66 including whether actuaries who perform analysis for policies issued by a captive must disclose, how one discloses, where disclosures are sent, and the deadlines for disclosure.