6-Hour Program

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Overview


Why You Should Attend
With the possibility of fundamental tax reform receding as we enter an election year, taxpayers and practitioners must contend with the morass of rules that currently govern the financial products tax landscape. Staying on top of the latest developments in this area, as well as understanding the government’s position on older issues, remains vitally important. At this program, our expert faculty of practitioners and government speakers will explore new types of financial transactions, and will shed new light on familiar planning strategies.

What You Will Learn
• Analyze the long-awaited final regulations under Section 871(m)
• Explore the important but little-known world of debt assumptions
• Review sophisticated straddle and wash sale planning techniques
• Learn what’s new in the world of mark-to-market
• Hear our experts’ thoughts on what’s around the corner for notional principal contracts with contingent nonperiodic payments
• Understand the ways tax treaties can be used to reduce withholding taxes on financial products

Who Should Attend
Attorneys at law and accounting firms who advise clients on financial transactions and products; in-house tax professionals who help structure transactions and make FIN 48 determinations; hedge fund traders who want a better understanding of the tax rules governing financial products and transactions; accountants who work in the area of financial products; those who advise hedge fund managers, banks, and insurance companies; and government attorneys who need to stay on top of what’s happening in the capital markets.

Credit Details