2023 TOPICS & PRESENTERS:

3rd Annual Tax Liability Insurance ExecuSummit
October 8 & 9, 2024
Mohegan Sun Hotel & Convention Center, Uncasville, CT

2023 - 2nd Annual Tax Liability Insurance ExecuSummit Topics & Presenters:

State of Market / Tax Underwriting Trends

Moderator/Panelist: Justin Pierce Berutich
Managing Director – Head of Tax
Euclid Transactional, LLC

Gary Blitz
Co-CEO of M&A and Transaction Solutions/Co-Practice Leader/Global Head of Tax
M&A and Transaction Solutions
Aon

Harry Ballan
Head of Tax for the Americas
Liberty Global Transaction Solutions

Rishi K. Sodhi
Partner
Foley & Lardner LLP

James Chenoweth
Managing Director
Alliant Insurance Services, Inc.

Austin Cahill
Managing Director & Founder

Castle Harbour – Tax Liability Brokerage

Tax Insurance Claims Trends

Michael Saitta
Head of Tax Insurance
Berkshire Hathaway Specialty Insurance

Peter Wells
General Counsel and Head of Tax
VALE Insurance Partners

TBA

Tax Liability in M&A Transactions

Joe Volk
Managing Director, M&A Tax
Leo Berwick

Bryce Pressentin
Senior Vice President, Tax Underwriter
Euclid Transactional, LLCC

Scott A. Harty
Partner
Alston & Bird LLP

Daniel Berger
Senior Vice President, Head of Tax Insurance
Lockton Companies

Rotem Bar-Kokhva
Partner
Seyfarth Shaw LLP

Tax Insurance for Tax Controversies

Moderator/Panelist: Willette Elder
Senior Vice President
VALE Insurance Partners

Harry Ballan
Head of Tax for the Americas
Liberty Global Transaction Solutions

David De Berry
Managing Director
Ryan Transactional Risk

Doug Brody
SVP, Business Development, M&A Tax
Lockton Companies

Who’s Irate about the IRA? The IRA and Its Impact on the Tax Insurance Market

Bryan M. O'Keefe
Partner
Seyfarth Shaw LLP

Jordan Tamchin
Senior Vice President
Tax Insurance Practice Leader
CAC Specialty

Michael Haun
Partner, Tax Department
Paul Hastings

Tanya Golikova
Senior Underwriter, Tax
Mergers & Acquisitions Insurance
AIG

Patrick J. Browne Jr.
Senior Vice President—Tax Insurance Specialist
Marsh USA LLC

Broker and Insurer Selection - What Clients Should Look For In Each

Moderator/Panelist: Gary Blitz
Co-CEO of M&A and Transaction Solutions/Co-Practice Leader/Global Head of Tax
M&A and Transaction Solutions
Aon

Sharone Menczel Poopor
Vice President
Everest Specialty Underwriters

Mark G. McTigue
Managing Director Tax Insurance Specialist, Marsh Specialty
Marsh USA Inc

Jon Hutchens
SVP, Global Head of Tax
Mosaic Insurance

A Journey Through The Life Cycle of a U.S. Tax Court Case

Robert C. Morris
Co-Head of Tax, United States
Norton Rose Fulbright US LLP

From the Desk of the Insured” – Changing Insured Expectations

Alex Martin
Principal Transfer Pricing
KBKG

Matt Movafaghi
Senior Vice President
CAC Specialty

Jeffrey Lash
Senior Vice President and Tax Underwriter
Euclid Transactional, LLC

State of the State: State & Local Risks and the Tax Insurance Market

Hannah Tucker
Assistant Vice President – Underwriting Leader
Specialty Insurance | North America

Lynn A. Gandhi
Partner
Foley & Lardner LLP

Toni Lewis
Partner
Leo Berwick

Andrew Rubin
Director, Tax Insurance Practice
Willis Towers Watson

REITs - State of the Line

Devorah Pomerantz, JD, LLM
Divisional Vice President Mergers & Acquisitions Liability Division
Great American Insurance Group

Sheldon Elefant

Partner

Birch Risk Advisors