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Defendants and casualty carriers regularly miss an easy path to pay less at settlement. They wield significant influence over plaintiff taxation. Defendants can pay less without assuming liability by making small changes to a settlement agreement. This CLE will walk through the source of the defense's influence, the opportunities to watch for, and how tax savings can "bridge the gap" between negotiating parties.
Key topics to be discussed:
Date / Time: May 23, 2022
Choose a format:
Live Video Broadcast/Re-Broadcast: Watch Program "live" in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for "live" CLE credit.
On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are viewable for up to one year.
Jeremy Babener | Lane Powell
Jeremy is Special Tax Counsel at Lane Powell and President of Structured Consulting. He Chairs the Legal Committee of the Society of Settlement Planners and Served in the U.S. Treasury’s Office of Tax Policy.
Don Engels | Ringler Associates
Dan consults on settlement strategies, often using tax savings to benefit both sides. He consults for Ringler Associates, Inc., and The Settlement Tax Group.
Dan Misheck | EMC Insurance
Dan is a Complex Claim Specialist and manages claims of all kinds. He has served as a technical specialist, major case examiner, and coverage coordinator. He is a master special arbitrator with Arbitration Forums.
I. Source of defendants’ influence on plaintiff taxation | 1:00 pm – 1:20 pm
II. Opportunities to pay less by considering tax issues | 1:20 pm – 1:40 pm
III. Liability protections defendants should employ | 1:40 pm – 2:00 pm