samuel A. mitchell

 
 
samuelmitchell.jpg

 Expertise

Tax Controversy


Contact Information:

Phone: 202.434.9162

Email: smitchell@scribnerhall.com


Admissions:

1991

Admitted to the Bar in Colorado

1999

Admitted to the Bar in the District of Columbia

1999

U.S. Tax Court

PARTNER

 

About Sam:

Sam specializes in controversy work involving various financial product and insurance company issues representing clients before the United States Tax Court and various Federal District and Appeals Courts and in controversy work before the Appeals Division of the Internal Revenue Service. He has worked on litigation involving life insurance reserves, test cases for the health insurance and financial guaranty industries, and cases involving property-casualty tax issues. As part of his controversy practice, he has worked on a range of insurance company tax issues (both life and property-casualty) and financial product tax issues, and represented companies regarding IRS Industry Issue Resolution requests related to bad debts, variable annuity hedging and Principle Based Reserves. Sam is the update author for the LexusNexis treatise Federal Income Taxation of Life Insurance Companies (2d ed 2017). He is a frequent writer for other tax publications and a speaker at industry conferences and currently serves on the editorial board of the Society of Actuaries Taxation Section’s Taxing Times publication. Sam has been with the firm since 1999.

 

Sam's Recent Publications:

 

Sam's Recent Speaking Engagements:

 

June 1, 2017: FBA Insurance Tax Seminar

JW Marriott, Washington, D.C.

Federal Bar Association 29th Annual Insurance Tax Seminar

Topic: Principle-Based Reserves


November 10, 2016: 41st Annual Insurance Tax Conference

Chicago, Illinois

Topic: Coming Soon to an Annual Statement Near You, Principle Based Reserves


May 28, 2015, Speaker at FBA Insurance Tax Seminar

JW Marriott, Washington, D.C.

Federal Bar Association Insurance Tax Seminar

Topic: The Latest Developments on Investments

 

Education:

Bob Jones University - B.S. 1986 (Magna Cum Laude)

University of Denver College of Law- J.D. 1990 (Order of the St. Ives) 

Extracurricular Activities: Editor-in-Chief, Denver University Law Review

Associations:

Federal Bar Association (Tax Section)

American Bar Association (Tax Section)