Financial and investment products can help client’s grow their existing cash to meet various business and personal goals, such as retirement, education, marriage and so on. The use of financial products is a mainstay in the financial markets. As the number and types of financial products grow and evolve, tax laws and regulations aim to keep up with these developments.

While the goal of investing is to grow income over time, there are levels of risk depending upon the products that can result in significant losses including bankruptcy and foreclosure.  The same can be applied to those who finance by means of credit cards, subprime mortgages, and payday loans. However financial products do provide convenience to your client’s everyday life. For example, insurance provides financial coverage against a range of events.  Additionally many of the financial products are in the form of contracts that you can negotiate.

Before investing or counseling your clients to invest in any financial product, learn about potential risks, limitations, costs as well as other characteristics of the products.  With emerging administrative priorities and the prospect of real tax reform, tax lawyers are preparing for a tectonic shift in the regulation of financial products.

Attend the Federal Bar Association’s Tax Law Conference on March 9, 2018 in Washington, D.C. to connect with policymakers and fellow practitioners while exploring what the potential impact of tax law changes mean for you and your clients.  Join the Federal Bar Association Section on Taxation at the Ronald Reagan Building and International Trade Center for the 42nd Annual Tax Law Conference.  Register today at www.fedbar.org/taxlaw18.

Survey important tax developments surrounding financial products in sessions featuring notable speakers from the IRS, Treasury Department, Department of Justice, White House, and Congress.  Ethics, CLE, and CPE credit will be available. Speakers will provide comprehensive analysis on the regulations, benefits, advantages, pricing, distribution, marketing, and current and future viability of financial products.

Study mutual funds, hedge funds, money market funds, exchange traded funds, real estate investment trusts, international investment funds, international securities offerings, variable insurance products, and other instruments at the 2018 Tax Law Conference. Assess the latest SEC actions and regulatory changes plus reform in the financial markets.

This conference is an important reference for attorneys, securities professionals, compliance and risk officers, federal and state regulators, and investors. Stay current on the laws applicable to each of the types of financial instruments. Determine the tax treatment of new financial products and examine existing rules and industry standards.

Don’t miss this important and timely conference covering the latest cases, regulations, and practice tips.  Uncover tax-planning strategies for financial products. Sign up today for the Tax Law Conference at www.fedbar.org/taxlaw18.


Stacy Slotnick, Esq. holds a J.D., cum laude, from Touro Law Center and a B.A., summa cum laude, from the University of Massachusetts Amherst. She performs a broad range of duties as an entertainment lawyer, including drafting and negotiating contracts; addressing and litigating trademark, copyright, patent, and other IP issues; and directing the strategy and implementation of public relations, blogging, and social media campaigns.