Tax Issues Monitoring Service

The Firm offers a monitoring service with respect to federal income tax issues to provide companies with up-to-date information on any new developments. We offer monitoring updates on selected tax issues facing life insurance companies and separately on selected tax issues arising for property/casualty and health insurance companies. A company can choose to receive one or both monitoring service updates. The monitoring service includes a quarterly conference call/meeting and quarterly reports which summarize any developments on the selected list of issues.  An annual fee is charged, the amount depending on whether the company chooses one or both services. The Firm is also available to monitor specific federal income tax issues that are not selected for the general monitoring service, as requested by a client.


For additional information on the monitoring service, please contact Susan Hotine or Lori Jones at 202-331-8585.


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