Derivatives Tax Issues

Tuesday, October 27, 2020
Online

Member US$275

Non-Member US$325

Register for Derivatives Tax Issues
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Registration for this event will close 2 hours before the live broadcast

This is an ISDA Virtual Conference:

  • Event will be live on October 27, 2020 from 9:00 AM - 11:20 AM EDT  |  Timezone Converter
  • Miss part of the event or aren’t able to watch live? The recording will be available to registrants until November 27, 2020
Print Agenda Derivatives Tax Issues for

9:00 AM Introduction and Welcoming Remarks Frederick O. Quenzer

Frederick O. Quenzer, Assistant General Counsel, ISDA

9:05 AM Negotiating Tax Provisions of ISDA Master Agreements Ilene K. Froom, Timothy Hughes

Overview of common tax provisions of the ISDA Master Agreement and negotiation strategies for these provisions.

Ilene K. Froom, Partner, Reed Smith LLP
Timothy Hughes, Partner, Osler, Hoskin & Harcourt LLP

9:45 AM Break

9:55 AM Tax Implications of LIBOR transition Lucy W. Farr, Michael Shulman, Maureen N. Smith

Overview of the tax implications of the upcoming LIBOR transition and work being conducted by the Alternative Reference Rates Committee (ARRC) with the U.S. Treasury department and Internal Revenue Service.

Lucy W. Farr, Partner, Davis Polk & Wardwell LLP
Michael Shulman, Partner, Shearman and Sterling LLP
Maureen N. Smith, Director and Tax Counsel, Credit Suisse Securities (USA) LLC

10:30 AM Break

10:35 AM Current Tax Topics – 1001, 871(m) and 163(j) Lucy W. Farr, Michael Shulman, Maureen N. Smith

This panel will focus on current tax topics relevant to derivatives, including Section 1001, Section 871(m) and Section 163(j) and related regulations.

Lucy W. Farr, Partner, Davis Polk & Wardwell LLP
Michael Shulman, Partner, Shearman and Sterling LLP
Maureen N. Smith, Director and Tax Counsel, Credit Suisse Securities (USA) LLC

11:20 AM Virtual Conference Concludes

Agenda is subject to change.


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