PLI “Safe Return” Policy for In-Person Programs

1-Day Program

See Credit Details Below

Overview

Why You Should Attend

The popularity of cryptocurrency is forcing taxpayers to apply old principles to new issues, while multinational corporations must deal with new constraints on their ability to design tax-efficient structures. Additionally, financial institutions continue to face new tax issues, the IRS prepares systematic challenges to taxpayers that cross the line and become “a U.S. trade or business,” and special purpose acquisitions companies (“SPACs”) raise interesting issues for discussion.  This year’s program will help attendees understand the impact of these new developments on the taxation of financial products and transactions, while also exploring familiar topics including the age-old debt equity distinction.

 

What You Will Learn

  • Complex issues arising from holding stock and warrants in SPACs
  • What to expect from the IRS’s new compliance initiative focused on inbound lending
  • Cutting-edge topics involving cryptocurrency
  • Approaching debt-equity issues from the lender’s perspective
  • Sophisticated tax planning for multinational corporations in the post-BEPS world
  • Current issues in the taxation of banks (and their clients)

 

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