1-Day Program

See Credit Details Below

Overview

Why You Should Attend

Now that guidance under the 2017 Tax Act is largely complete, taxpayers can more fully evaluate the Act’s impact on planning and compliance in the world of financial products. Additionally, old issues such as those involving the timing and amount cancellation of indebtedness income and the treatment of check-the-box liquidations, have taken on new importance in the economic downturn triggered by COVID-19. Meanwhile, tax professionals must also prepare for the impending end of the interbank offered rates, such as LIBOR. This year’s program will help attendees understand the changes resulting from new rules, and the application of old rules to new transactions.

 

What You Will Learn

  • Explore the final regulations dealing with the end of the IBORs
  • Gain a deeper understanding of mark-to-market and Section 475(f)
  • Identify the unresolved Issues in federal income taxation of debt instruments
  • Understand the final regulations under Section 163(j)
  • Get tips on advising the troubled debtor
  • Examine the consequences of a check-the-box liquidation

 

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 ASC 740 determinations; hedge fund traders and portfolio managers who want a better understanding of the tax rules governing financial products and transactions; accountants who work in the area of financial products; people who advise hedge fund managers, banks, and insurance companies; and government attorneys who want to stay on top of what’s happening in the capital markets will all benefit from attending this program.

 

Program Level – Overview 

Intended Audience - Attorneys at law and accounting firms who advise clients on financial transactions and products; in-house tax professionals who help structure transactions and make ASC 740 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; people who advise hedge fund managers, banks, and insurance companies; and government attorneys.

Prerequisites – Familiarity with the U.S. tax rules affecting financial products and transactions.

Advanced Preparation – None

Credit Details

Schedule & Location

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