How Defendants Pay Less By Using Plaintiff Tax Strategies

Jeremy Babener
Don Engels
Dan Misheck
Jeremy Babener | Lane Powell
Don Engels | Ringler Associates
Dan Misheck | EMC Insurance

On-Demand: May 23, 2022

How Defendants Pay Less By Using Plaintiff Tax Strategies
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Program Summary

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.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Source of defendants' influence on plaintiff taxation
  • Opportunities to pay less by considering tax issues
  • Liability protections defendants should employ

Date / Time: May 23, 2022

  • 1:00 pm – 2:00 pm Eastern
  • 12:00 pm – 1:00 pm Central
  • 11:00 am – 12:00 pm Mountain
  • 10:00 am – 11:00 am Pacific

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.

Closed-captioning available

Speakers

Jeremy Babener_Structured Consulting_myLawCLE

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_myLawCLEDon 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_myLawCLEDan 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.

Agenda

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