4th Annual Tax Liability Insurance ExecuSummit
October 21 & 22, 2025
Mohegan Sun Hotel & Convention Center, Uncasville, CT
2025 - 4th 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
Mark G. McTigue
Managing Director–
Tax Insurance Specialist
Marsh Specialty
Marsh USA LLC
Rishi K. Sodhi
Partner
Foley & Lardner LLP
Michael Saitta
Head of Tax Insurance
Berkshire Hathaway Specialty Insurance
Bill Kellogg
Managing Director
Birch Risk Advisors
The Impact of the One Big Beautiful Bill
Joseph Boddicker
Counsel
Alston & Bird LLP
Josh Emmett
Vice President, Tax Insurance Practice
CAC Specialty
Robert Goodreau
Head of Tax
Archer Transactional, a Balance Partners Program
Daniel Berger
Managing Director, Head of Tax Insurance
Lockton Companies
Policy Pain Points:
Ensuring an insured controls the controversy / limited bifurcation of representations / jury waivers
JT Hutchens
SVP, Global Head of Tax
Mosaic Insurance
Seth M. Buchwald
Counsel
Alston & Bird LLP
Joe Volk
Partner, Tax Insurance Advisory
Leo Berwick
Ben Furtick
Senior Tax Insurance Underwriter
Certa Insurance Partners
Impact of the OBBB Act/Tax Credit Insurance Market Update
Harry Ballan
Head of Tax Insurance
Munich Re
Marc D. Nickel
Senior Vice President, Aon M&A and Transaction Solutions
Aon
Xavier Aguirre
Senior Vice Presidet, M&A Tax
Ethos Specialty Insurance Services LLP
Jeffrey Korenblatt
Partner
Norton Rose Fulbright US LLP
Dorian Hunt
Partner - Head of Energy & Renewables tax practice
Leo Berwick
Tax Liability Insurance Claims Trendsach
Brian Hamano
Partner
DLA Piper LLP (US)
Jenny Wong
Head of Tax Insurance
Argo Group US
Rose Kenerson
Associate General Counsel
Managing Director, Claims
Euclid Transactional
Mike Recchia
Vice President, Tax Insurance Practice
CAC Specialty
Global and Cross Border Tax Insurance
Mike Recchia
Vice President, Tax Insurance Practice
CAC Specialty
Joan Hortalà
Partner
Cuatrecasas
Philip J. Antoon
Senior Managing Director
Ankura
Lee Zoeller
Chief Broking Officer | Tax Insurance
Managing Director | Global Mergers & Acquisitions Group
Alliant Insurance Services, Inc.
Austin Cahill
Managing Director & Founder
Castle Harbour
Recent Trends in Tax Court Litigation
Moderator: Robert C. Morris
Co-Head of Tax, United States
Norton Rose Fulbright US LLP
Anna Soubbotina
Principal, Global Transfer Pricing
Charles River Associates
Harry Ballan
Head of Tax Insurance
Munich Re
Diligence of Excess Tax Opportunities- What is the Role of the Excess Insurer
Moderator: Devorah Pomerantz, JD, LLM
Divisional Senior Vice President
Mergers & Acquisitions Liability Division
Great American Insurance Group
Willette Elder
Director, Head of US Tax
VALE Insurance Partners
Sharone Menczel
Vice President
Evereste
Courtney Johnson
Assistant Vice President – Underwriting Leader
QBE
Andrew Rubin
Director, Tax Insurance Practice
WTW
State and Local Risks
Yoni Tammam
Vice President, Tax Insurance Practice
CAC Specialty
Jeremy Abrams
Of Counsel
Foley & Lardner LLP
Brian Heard
Managing Director
Leo Berwick
Audrey Bailey
Senior Vice President, Tax Insurance
Lockton Companies
Tax Insurance in the Age of AI and Advanced Analytics
Kyle Reiter
Vice President, Tax
Euclid Transactional, LLC
Doug Brody
President, Symphony Tax
Symphony Risk Solutions
To Request the Complete Agenda for this Summit.
Agenda includes all topics, presenters, hotel, and registration information.