1-Hour Program

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Business decisions are becoming increasingly more complex in part due to the implications of a global tax system.  An adverse tax ruling has the ability to be catastrophic for the taxpayer. However, taxpayers can limit this risk with tax insurance, an efficient, protection tool for private equity, strategics, individuals, and virtually any other taxpayer should a tax position fail to qualify for its intended tax treatment.

As discussed in the first part of this series, tax insurance provides coverage for identified, supportable tax positions and will reimburse a taxpayer for taxes, interest, penalties, and contests costs, as well provide a gross-up related to income taxes owed on the receipt of insurance proceeds.  This Briefing will recap the basics discussed during the first part of the series, but will focus on the intricacies of the tax insurance product including several real world case studies.

During this presentation experts will discuss the following topics:

  • Overview of tax insurance basics (10 minutes)
  • Advanced tax insurance policy specifics (10 minutes)
  • Material considerations when selecting an insurer (5 minutes)
  • M&A case studies (10 minutes)
  • Strategic use case studies:  Overview of the process and participants (10 minutes)
  • Tax credit case studies (10 minutes)
  • Future trends in tax insurance (5 minutes)


Program Level: Update

Intended Audience: Outside attorneys, in-house counsel, insurance professionals, tax and financial advisors and accounting professionals interested in better understanding tax insurance

Prerequisites: None

Advanced Preparation: None





Justin Pierce Berutich

Managing Director and Head of Tax - Euclid Transactional, LLC


Joseph Ehrlich

National Practice Leader, Private Equity, Family Office and M&A - Brown & Brown – Specialty Risk Solutions


Yonatan Tammam

Vice President, Private Equity, Family Office and M&A - Brown & Brown – Specialty Risk Solutions




Credit Details

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