Tax Insurance in M&A and Complex Business Transactions: Structure, Applications, Market Developments

This CLE course will prepare M&A attorneys with an overview of tax insurance as a risk management tool in mergers and acquisitions and other complex business transactions. The session introduces the foundational concepts underlying tax insurance, including how policies are structured, underwritten, and deployed to mitigate identified tax risks.

Our esteemed faculty with share practical insights into the types of tax positions that are commonly insured, the key policy terms, the underwriting process, and key diligence considerations. The program will also explore practical use cases both in and outside of the M&A context. Finally, the course will examine developments in the tax insurance market, including capacity, pricing dynamics, and the evolving role of insurers in evaluating complex tax issues. 

Listen as our panel discusses when tax insurance may be an effective solution, how it is implemented in real-world transactions, and key considerations for advising clients.