Scribner, Hall & Thompson's
speaking engagements
May 30 - May 31,2019: Insurance Tax Seminar
Greg K. Oyler
31st Annual FBA Insurance Tax Seminar
J.W. Marriott, Washington D.C.
Topic: Property & Casualty Tax Issues
May 30 - May 31,2019: Insurance Tax Seminar
Lori J. Jones
31st Annual FBA Insurance Tax Seminar
J.W. Marriott, Washington D.C.
Topic: Will the TCJA “Reform” Consolidated Returns?
May 30 - May 31,2019: Insurance Tax Seminar
Samuel A. Mitchell
31st Annual FBA Insurance Tax Seminar
J.W. Marriott, Washington D.C.
Topic: Investments
May 30 - May 31,2019: Insurance Tax Seminar
Peter H. Winslow
31st Annual FBA Insurance Tax Seminar
J.W. Marriott, Washington D.C.
Topic: Life Reserves
May 21,2019: Society of Actuaries Life & Annuity Symposium
Samuel A. Mitchell
Tampa, Florida
Topics: Company Taxation Update, Life and Annuity Taxation: Ask the Experts
November 30, 2018: 2018 Blue Cross Blue Shield National Tax Conference
Samuel A. Mitchell
Topic: IRS Tax Controversy & Changes to IRS Processes
Glendale, Arizona
November 28, 2018: 2018 Blue Cross Blue Shield National Tax Conference
Samuel A. Mitchell
Topic: Investment Tax Issues
Glendale, Arizona
November 8, 2018: 43rd Annual Insurance Tax Conference
Brion D. Graber
Topic: Tax Reform One Year Later
Loews Chicago O’Hare Hotel, Chicago, IL
November 8, 2018: 43rd Annual Insurance Tax Conference
Lori J. Jones
Panel: Not an Overview: Tax Reform Issues for Domestic Companies
Loews Chicago O’Hare Hotel, Chicago, IL
October 11, 2018: IAIR Technical Development Series VI
Lori J. Jones
Panel: The End of the Road: Issues in Closing Receiverships
University of Connecticut School of Law, Hartford, CT
May 31 - June 1,2018: Insurance Tax Seminar
Greg K. Oyler
30th Annual FBA Insurance Tax Seminar
J.W. Marriott, Washington D.C.
Topic: Common Information Reporting Issues
May 31 - June 1,2018: Insurance Tax Seminar
Peter H. Winslow
30th Annual FBA Insurance Tax Seminar
J.W. Marriott, Washington D.C.
Topic: Life Company Tax Reserves: Tax Reform, PBR, and Audit Issues
November 2-3, 2017: Insurance Tax Conference
Peter H. Winslow
42nd Annual Insurance Tax Conference
Orlando, Florida
Loews Royal Pacific Resort
Topic: Principle-Based Reserves and Expert Panel
October 15 – 18, 2017: 2017 Society Of Actuaries Meeting & Exhibit
Peter H. Winslow
Hynes Convention Center, Boston, MA
Panel: Monday, October 16 – 1:45pm – 3:00pm
Topic: Principle Based Reserves and Taxation
June 2, 2017: FBA 29th Annual Insurance Tax Seminar
Peter H. Winslow
JW Marriott (Washington DC)
Third Plenary Session: Takeaway Panel
June 1, 2017: Federal Bar Association 29th Annual Insurance Tax Seminar
Samuel A. Mitchell
JW Marriott, Washington, D.C.
Topic: Principle-Based Reserves
April 7, 2017: American Bar Association Young Tax Lawyers Symposium
Kenan W. Mullis
Washington, D.C.
Topic: "Tax Legislation: What's on Deck for the Congress and Administration?"
November 10, 2016: 41st Annual Insurance Tax Conference
Samuel A. Mitchell
Chicago, Illinois
Topic: Coming Soon to an Annual Statement Near You, Principle Based Reserves
October 24 – 26, 2016: Society of Actuaries – Annual Meeting & Exhibit
Peter H. Winslow
Cosmopolitan Hotel – Las Vegas
Panel (Speaker): Company Taxation Hot Topics
September 8-9, 2016: Society of Actuaries 2016 Product Tax Seminar
Stephen P. Dicke
W Washington DC Hotel
Washington, DC
Panel Speaker: Remediation of Failed Life Insurance and Annuity Contracts
June 2-3, 2016: FBA Insurance Tax Seminar
Brion D. Graber
JW Marriott
Washington, D.C.
Topic: New Guidance on Information Reporting Issues
June 3, 2016: 28th FBA Insurance Tax Seminar
Peter H. Winslow
JW Marriott
Washington, DC
Topic: Impact of NAIC or State Insurance Regulations on Federal Income Tax Issues
May 17, 2016: Society of Actuaries – Life & Annuity Symposium
Peter H. Winslow
Omni Nashville Hotel
Nashville, TN
November 12, 2015: Speaker,
40th Annual Insurance Tax Conference
Brion D. Graber (Partner)
Bellagio Hotel, Las Vegas, NV
Topic: Primer: International Tax: Selected Issues
December 2 -4, 2015: Blue Cross Blue Shield National Tax Conference
Peter H. Winslow
Blue Cross Blue Shield Conference Center – 9th Floor
New Orleans, Louisiana
September 1, 2015: Society of Actuaries Valuation Actuary Symposium
Peter H. Winslow
Westin Boston Waterfront, Boston, MA
Topic: Overview of IRS Directive on Tax Accounting for Variable Annuity Hedges
May 29, 2015: Speaker at FBA Insurance Tax Seminar
Peter H. Winslow
JW Marriott, Washington, D.C.
Topic: The Future of Reserves: Statutory, Accounting and Tax
May 04 – 05, 2015: Society of Actuaries Life & Annuity Symposium
Peter H. Winslow
New York Marriott Marquis Times Square
New York, NY
Topic: Company Tax Update
May 28, 2015, Speaker at FBA Insurance Tax Seminar
Samuel A. Mitchell
JW Marriott, Washington, D.C.
Topic: The Latest Developments on Investments
May 04 – 05, 2015: Society of Actuaries Life & Annuity Symposium
Samuel A. Mitchell
New York Marriott Marquis Times Square
New York, NY
Topic: Company Tax Update
December 3 – 5, 2014: Blue Cross Blue Shield National Tax Conference
Samuel A. Mitchell
Chicago, IL
Panels: IRS Audit/Appeals, New IDR and National Office Update
General Session II: § 9010 Insurer Fee & 3Rs Issue
October 26-29, 2014: Society of Actuaries Annual Meeting & Exhibit
Peter H. Winslow
Rosen Shingle Creek
Orlando, FL
Panel Speaker: Oct 28 – 3:45 p.m. – Company Tax Hot Topics
Panel Speaker: Oct 29 – 8:30 a.m. – Taxation Impacts of the Camp Tax Reform Proposal
November 12 – 14, 2014: Insurance Tax Conference 39th Annual Seminar
Peter H. Winslow
Lowes Chicago O’Hare
Rosemont, IL
December 3 – 5, 2014: Blue Cross Blue Shield National Tax Conference
Peter H. Winslow
Chicago, IL
Panel: Workshop Session III: Insurance Reserves
September 18, 2014: Speaker at 13th Annual TEI/IRS Financial Services Conference
Peter H. Winslow
LB&I Financial Services Industry
NY Chapter – Tax Executives Institute
Ted Weiss Federal Building, 290 Broadway; 30th Floor, New York, NY
September 10-12, 2014: Speaker at Society of Actuaries 2014 Product Tax Seminar and Boot Camp
Stephen P. Dickie
Washington Marriott Georgetown
Washington, D.C.
Panel Speaker: Remediating of Non-Compliant Contracts.
August 24-25, 2014: Speaker at Society of Actuaries Valuation Actuary Symposium
Peter H. Winslow
Marriott Marquis
New York, NY
Topic: Tax Valuation of Insurance In-Force for Acquisitions
September 4, 2014: Speaker at IRS Directive on Tax Accounting for Variable Annuity Hedges Webcast
Peter H. Winslow
VA Hedging IIR Webinar (90 minutes)
Washington, D.C.
May 30, 2014: Speaker at FBA Insurance Tax Seminar.
Samuel A. Mitchell
JW Marriott, Washington, D.C.
Topic: Second Plenary Session: Update on Tax Litigation in the Insurance Industry and Settlement Trends
May 30, 2014: Speaker at FBA Insurance Tax Seminar
Peter H. Winslow
JW Marriott, Washington, D.C.
Topic: Q&A/Wrap-up Panel
May 29, 2014: Speaker at FBA Tax Insurance Seminar
Gregory K. Oyler
JW Marriott, Washington, D.C.
Topic: Property Casualty & Health Audit Update Panel
March 13-14, 2014: Speaker at Society of Actuaries Investment Symposium
Peter H. Winslow
New York, New York
Topic: Tax Aspects of Asset/Liability Matching
December 4, 2013: Speaker, “2013 Blue Cross Blue Shield National Tax Conference.’
Chicago, IL
Panel: Insurance Reserves
November 14-15, 2013: Speaker, “38th Annual Insurance Tax Conference”
Chicago, IL
Panel: Life Reserves
October 22, 2013: Speaker: “Society of Actuaries Annual Meeting & Exhibit.”
Peter H. Winslow
San Diego, CA
Panel: Taxation Rules for Hedging
July 24, 2013: Speaker, Practicing Law Institute’s Basics of International Taxation
Brion D. Graber
New York, NY
Topic: Possible Legislative Changes to U.S. International Tax Rules
December 7, 2012: Speaker, 37th Annual Tax Conference
Peter H. Winslow
Intercontinental O’Hare Hotel, Chicago, IL
Topic: Ask the Experts
December 6, 2012: Speaker, 37th Annual Tax Conference
Lori J. Jones
Intercontinental O’Hare Hotel, Chicago, IL
Topic: Capital Transaction Case Study
December 6, 2012: Speaker, 37th Annual Insurance Tax Conference
Samuel A. Mitchell (Partner)
Intercontinental O’Hare Hotel, Chicago, IL
Topic: Insurance Tax Industry Update
December 6, 2012: Speaker, BlueCross BlueShield National Tax Conference
Peter H. Winslow
Swissotel Chicago, Chicago, IL
Topic: Insurer Fee and Other Taxes
October 14-17, 2012: Speaker, Society of Actuaries 2012 Annual Meeting
Peter H. Winslow (Partner)
Washington, D.C.
Topic: Tax Hedging
October 3, 2012: Speaker, Tax Executives Institute New York Chapter — 12th Annual Conference, LB&I Financial Services Industry
Samuel A. Mitchell
New York, New York
Topic: Insurance Tax Update
September 10-11, 2012: Speaker, Society of Actuaries Valuation Actuary Symposium
Peter H. Winslow
Hyatt Regency Century Plaza, Los Angeles, CA
Topic: Tax Hedging
June 22, 2012: Speaker, IAIR Technical Development Series III
Lori J. Jones
ARIA Resort, Las Vegas, NV
Topic: Federal Taxation Issues Arising in Insurance Company Receiverships
May 31, 2012: Speaker, 24th Insurance Tax Seminar
Brion D. Graber
J.W. Marriott, Washington, D.C.
Topic: Impact of FATCA on Insurance Companies
May 31, 2012: Speaker, Meeting of the Association of Life Insurance Counsel
J.W. Marriott, Washington, D.C.
Topic: Impact of FATCA on Insurance Companies
May 31, 2012: Moderator, 24th Annual Insurance Tax Seminar
Peter H. Winslow
J.W. Mariott, Washington, D.C.
Topic: Moderator of Question and Answer Session
May 10, 2012: Speaker, 2012 American Bar Association Annual Tax Conference
Samuel A. Mitchell
Washington, D.C.
Topic: Insurance Company Bad Debts and VA Hedging