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Tax Planning and Tax Exposure Mitigation in the Aftermath of Tax Reform

Date / Time


This is a virtual event, accessible online and over the phone. Access instructions will be provided after registration.


This is a complimentary program sponsored by Aon.

The 2017 tax reform bill altered the tax filing landscape and upended conventional tax planning strategies. These changes impacted mergers & acquisitions, tax attributes, partnership transactions and many other areas of business taxation. Despite the IRS trying to keep up with taxpayers’ need for guidance, businesses continue to seek additional advice on navigating the changes and new provisions.

Join us for this webinar on October 23, where advisors and corporate tax leaders will share practical insights on how your company can navigate the opportunities and challenges of the new code. The panel will also discuss the mitigation of tax exposure risks and uncertainties using tax insurance and other financial instruments.

Educational objectives:

  • Examine recent regulatory guidance that could impact future tax years;
  • Understand crucial changes around business deductions, bonus depreciation, meal and entertainment deductions and opportunity zone tax incentives;
  • Learn how to manage tax risks using tax insurance and other financial instruments.

Who would benefit most from attending this program?

Corporate tax professionals with an interest in federal tax and protecting against tax uncertainties.


Daniel Schoenberg
  • Senior Managing Director
  • Aon

Daniel Schoenberg is a senior managing director on Aon’s Transaction Solutions team, focused on tax insurance. Prior to joining Aon in June 2013, Dan was a director at Deutsche Bank and served as tax counsel for the bank. He also worked as a senior tax associate at the international law firms Fulbright & Jaworski LLP (now Norton Rose Fulbright LLP) and Andrews Kurth LLP. 

Dan has advised on U.S.-based and European-based acquisitions and divestitures with total values in excess of $50 billion. Representative transactions include Deutsche Bank’s staged acquisition of Deutsche Postbank, a leading global industrial company’s sales of the assets and stock of its U.S. and foreign subsidiaries and Code Section 355 spinoffs, and the shelved 2008 takeover of Bell Canada Enterprises (which would have been the largest leveraged buyout in history). Dan also initiated, designed, negotiated and executed tax equity investor acquisitions of refined coal production facilities generating potentially $500 million of tax credits for Deutsche Bank.

Continuing Education

1.2 CPE, 1.0 General COA
Production Date: