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

12.09.2016

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.

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