ITC History

ITC History

The Insurance Tax Conference (ITC) was founded in 1972 for the purpose of bringing together insurance tax colleagues to discuss the latest industry issues.  Since that time, the ITC has flourished into a robust member organization with over 175 company members with 520 professionals in the network.

The mission of the Insurance Tax Conference is to promote the association of its insurance tax professional members and to foster their professional development by encouraging the interchange of ideas, mutual assistance and mentoring relationships through the hosting of an in-person annual tax conference and by encouraging the on-going exchange of information and ideas among its members.

The ITC is a non-profit, tax-exempt member organization guided by a 15 person board of directors. We continue to serve our members through three marquis events and services:

  •            The creation and annual maintenance of a members contact directory
  •            Hosting an annual professional tax conference
  •            Maintaining a member’s repository for all materials presented at the past 10 conferences

While our mission remains the same upon formation of the ITC in 1972, one aspect of the ITC our members tell us is valuable is the way in which we evolve to serve our members. With our mission in mind, we are creating opportunities for today’s environment through the promotion of a professional member network for all insurance tax professionals.

Membership Directory

ITC is a membership organization with 175 members.  Members are mostly in the form of companies that have many insurance tax professionals but also can be other professionals that meet our membership criteria (see below).  Members are a combination of insurance companies, Firms serving the tax needs of insurance companies and individual professionals in the marketplace.  The membership directory is updated annually and can be used for purposes of reaching out to your professional network for advice.

Annual Insurance Tax Conference

Our premier event in support of the professional growth of insurance tax professionals is the annual insurance tax conference held each Fall.  This conference has grown from 12 professionals attending in 1972 to over 550 professionals attending in 2019.  We host the conference over a two-day period.  Attendance of the conference is limited to member professionals.  Several different learning tracks are offered at the event – tailored for those who are new to insurance tax or need basic refresher courses, those who want to dive in to a technical topic and those looking for state of the industry insights. CPE and CLE is offered, along with a 1 hour ethics course.  In the past we have focused on driving new members to the conference with incentives for companies with multiple attendees and first-time attendees to the conference. 

As part of our national conference we have opportunities for professional networking, including via the speaker’s dinner the night before, a first-time attendees' breakfast and plenty of networking breaks throughout.  Come join us!

Member’s Repository of 10+ Years of Conference Materials

We’ve pride ourselves in the fostering of the development of insurance tax professionals. Our guiding principles continue to inspire us in creating opportunities to grow the professional stature and network of our members.