3rd Annual Tax Liability Insurance ExecuSummit
October 8 & 9, 2024
Mohegan Sun Hotel & Convention Center, Uncasville, CT
2023 - 2nd Annual Tax Liability Insurance ExecuSummit Co-Chairs:
Justin Pierce Berutich
Managing Director – Head of Tax
Euclid Transactional, LLC
Justin Pierce Berutich is Managing Director and Head of Tax at Euclid Transactional, where he is responsible for leading Euclid’s tax insurance practice and developing bespoke, commercial solutions to diverse tax matters.
A former M&A and transactional tax attorney, Justin enhances client value through the promotion and underwriting of tax indemnity insurance solutions. His corporate, tax, and insurance experience allows Justin to bring a unique perspective to each matter. Prior to joining the insurance world, Justin, a licensed attorney in three states and the District of Columbia, facilitated efficient and timely negotiations, planning, and structuring for Fortune 500 companies and high growth businesses, providing tax and business-centric advice to help his clients achieve objectives and avoid costly disputes.
Justin is a frequent speaker at industry events and on tax focused podcasts and has published multiple articles on tax and tax insurance. He holds an LL.M. in taxation from the NYU School of Law, a J.D., magna cum laude, from New York Law School, and a B.A., magna cum laude, in chemistry from Florida Atlantic University.
Willette Elder
Senior Vice President
VALE Insurance Partners
Willette Elder is the Vice President of Tax at VALE Insurance Partners in New York City. Willette is a graduate of Howard University, The George Washington University Law School and Boston University School of Law, where she earned her Tax LL.M. This led Willette to over a decade of tax planning in the fields of corporate governance and transactions, exempt organizations, credits and wealth succession. While practicing international tax and transactions at Ernst & Young, Willette primarily served the private equity community and participated in complex tax structuring for national and global M&A transactions, including two of the top media and technology mergers of all time. At VALE, Willette supports the Tax Liability Insurance product and regularly faces diverse tax issues and solutions in a growing market. When her creativity is not geared towards tax strategies, Willette focuses that energy on cooking, painting and pottery.
Gary Blitz
Co-CEO of M&A and Transaction Solutions/Co-Practice Leader/Global Head of Tax
M&A and Transaction Solutions
Aon
Gary P Blitz is Co-CEO of Aon Mergers & Acquisitions and Transaction Solutions, with primary responsibility for Tax Insurance and other Transaction Solutions. The Transaction Solutions practice is the leading insurance broker of Transaction Liability Insurance, including Representations and Warranties Insurance (aka M&A Insurance), Tax Insurance and bespoke transactional insurance solutions. The Tax Insurance practice specializes in the placement of tax insurance programs for M&A transactions, tax credit investments and corporate tax risk management. Throughout Gary's career, he has been a leader in the tax and transactional insurance business and played an instrumental role in the development of Representations and Warranties Insurance and Tax Insurance and the growth of transaction liability insurance generally. Gary joined Aon in 2004 after a twenty-year legal career at firms, including Mintz Levin and predecessors of DLA Piper and Katten Muchin Rosenman. Gary began his career as a tax lawyer and acted as legal counsel to U.S., London and international insurers, and was a nationally recognized expert in the insurance of financial and transactional risks. Gary also founded ML Insurance Strategies, the insurance brokerage affiliate of Mintz Levin, and Kingswood Group, a tax credit insurance underwriter. Gary graduated from the University of Michigan School of Business Administration with a B.B.A. with Distinction and from New York University School of Law with a J.D. He is a member of the New York State and District of Columbia Bars, and a licensed property and casualty insurance broker in New York and other states. Gary previously served on the Board of Directors of Adoptions Together Inc., a Maryland not-for profit, in various capacities.
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Agenda includes all topics, presenters, hotel, and registration information.