Need a little inspiration for your submission? Here are a few topic ideas to help get those creative gears turning. This list isn’t exhaustive—think of it as a starting point, not a boundary. We’re always excited to see fresh perspectives and new ideas that reflect the ever-evolving world of legal, policy, and business considerations.

🟦 Federal Tax & Policy - Keep attendees compliant and informed

• IRS guidance updates
• Tax reform / legislation
• Corporate AMT (CAMT)
• Tax controversy

🟩 Insurance-Specific Technical Tax - Industry-specific depth

• Subchapter L mechanics
• Life insurance reserves (Section 807)
• Deferred Acquisition Costs (DAC – Section 848)
• Insurance Product-specific taxation
• Warranty Companies
• Consolidated Tax Return Considerations for Life-Nonlife Groups

🟨 International Tax - Address global insurance structures

• OECD BEPS / Pillar Two
• Cross-border Reinsurance
• Transfer Pricing
• Bermuda / Offshore Regimes

🟧 Tax Accounting & Financial Reporting - Bridge tax + finance

• GAAP vs Statutory Accounting
• IFRS (especially IFRS 17)
• Deferred Tax Considerations
• Financial statement impact

🟪 State & Local Tax (SALT)

• Premium taxes
• Multi-state compliance
• Regulator-led sessions

🟨 Emerging / Strategic Topics

• InsurTech Tax Implications - explore how emerging technologies in insurance are creating new, often unclear tax challenges—and opportunities
• Captives, MGAs, Reciprocals - alternative insurance structures and how their unique legal and operational models create distinct tax implications
• ESG & New Asset Classes - how evolving investment trends are creating new tax, accounting, and regulatory considerations for insurance companies
• Investment Taxation – how evolving investment strategies are changing tax outcomes and decisions
• Transactions – Buying, Selling, and Investing in Insurance Businesses -Across the Lifecycle

🟫 Future of Tax & Transformation track

• AI in Tax - AI-powered tools that assist tax professionals in doing their work faster, more accurately, and with less manual effort
• Automation / InsurTech - streamline and modernize the process of calculating and reporting income taxes
• Real-Time Reporting - collect, transform, and deliver data efficiently for tax purposes
• Data Strategy - reimagining how the entire tax department operates (people, process, technology, and role in the business)