Taxation of Financial Products and Transactions 2008

Venue: PLI New York Center

Location: New York, New York, United States

Event Date/Time: Jun 30, 2008 End Date/Time: Jun 30, 2008
Registration Date: Jun 30, 2008
Early Registration Date: Jun 29, 2008
Report as Spam


A changing economic environment results in new opportunities and challenges. This is especially true in the area of financial product innovation. As the number and variety of financial products and transactions in the marketplace continues to grow, they receive increased attention from the IRS. Both domestic and cross-border transactions are subject to greater scrutiny than ever before. In routine business and investment transactions, the special rules in this area can easily trip up the uninitiated. At this program, a stellar group of law firm and accounting firm lawyers, in-house tax advisors and government speakers will explore both long-standing and emerging tax issues arising in the area of financial products and transactions, with an emphasis on international developments

What You Will Learn

Basics of financial products taxation, including the numerous special rules in this area that often produce unexpected results
Overview of the withholding tax regime that applies to foreign portfolio investment into the United States, and the derivative-based techniques that may reduce those taxes
The complex interrelated web of rules that apply to outbound investments by U.S. multinationals
New issues in the ever-changing field of hybrid debt instruments and equity derivatives
Latest developments in the booming area of financial product tax controversies


810 Seventh Avenue
New York
New York
United States