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

Venue

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

Description

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.

Presenters

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.

Jessie Coleman
  • Head of Tax Office
  • International Finance Corporation (IFC)

Jessie Coleman heads the Tax Office at the International Finance Corporation (IFC), a member of the World Bank Group.  Her job includes analyzing tax-related risks and developing and implementing tax-related policies and procedures.  She joined IFC from Baker & McKenzie in 2018.

Jessie has over a decade of international tax experience, with significant involvement in transfer pricing consulting, restructuring, economic analysis, valuation, controversy support (audit and litigation defense), transfer pricing documentation, and negotiations with various tax authorities, principally in the context of Advance Price Agreements (APAs). 

Jessie has worked with clients in a broad range of industries, with substantial experience in financial services, retail, natural resources, pharmaceutical, medical device, automotive, agricultural, electronics, and business services. 

Andy Howlett
  • Member
  • Miller & Chevalier

Andy Howlett has experience on a wide range of domestic and cross-border transactions. He has advised clients on asset and stock purchases, joint ventures, mergers, recapitalizations, and spin-offs. He has helped clients understand and plan for the tax consequences of these transactions through drafting operative documents as well as through providing informal and formal advice (including written tax opinions). 

Andy has worked with taxpayers to navigate key changes brought about by the Tax Cuts and Jobs Act (2017), including with respect to the 20 percent pass-through deduction under section 199A and the interest deduction limitation under section 163(j). He has also represented taxpayers in federal income tax proceedings in front of IRS appeals. Andy has substantial experience helping taxpayers "come into compliance" through the IRS's voluntary disclosure programs. He also has substantial experience with a broad spectrum federal excise taxes. He has assisted taxpayers in understanding their excise tax obligations, structuring their affairs to minimize their excise tax liability, and taking advantage of various excise tax credits.

Donald T. Williamson
  • Eminent Professor of Taxation and the Howard S. Dvorkin Faculty Fellow
  • Kogod School of Business at American University

Donald T. Williamson is the Eminent Professor of Taxation and the Howard S. Dvorkin Faculty Fellow at the Kogod School of Business at American University where he serves as Chair of the Department of Accounting and Taxation and Director of the University’s Graduate Tax Program. He is also the Executive Director of the Kogod Tax Center, a research institute fostering public awareness of tax issues affecting small business and entrepreneurs. 

Mr. Williamson is a member of the Bloomberg Industry Group Tax Management Real Estate Advisory Board and is a principal in LaMonaca & Williamson, CPAs in Falls Church Virginia where he advises small businesses and individuals on federal tax matters.

Previously, Professor Williamson was an Adjunct Professor of Law at American University's Washington College of Law and was Senior Manager for International Taxation at the National Tax Practice Office of KPMG in Washington, D.C., where he also served as the Professor-in-Residence at the Firm’s Tysons Corner Virginia office.

Williamson received a L.L.M. from Georgetown University; a J.D. from Cornell Law School, a M.B.A. from Cornell University and a B.A. from Hamilton College. 

Continuing Education

Credits:
1.2 CPE, 1.0 General COA
Practice Areas:
Field of Study: Taxes
Level:
Any
Production Date:
10/23/2019