February 9, 2017
at Noon to 2pm
One Market Restaurant (Please enter through the main entrance of the Restaurant)
1 Market Street, (Cross Street - Steuart) San Francisco
Event: Microcaptives: Now a “Transaction of Interest” Under Notice 2016-66; Where Do We Go From Here?
Summary – On November 1, 2016, the IRS released Notice 2016-66, designating certain captive insurance
companies that have made the 831(b) election as a “Transaction of Interest.” This is just the latest of
several IRS moves: these transactions were put on the 2016 “Dirty Dozen” list and have triggered
amendments to section 831(b) effective this year. Andy Weill has followed these developments and been
in regular touch with the National Office and stakeholders regarding the current environment., He will
discuss what areas appear to be settled; what issues remain uncertain; and venture some predictions on
the likely course of developments.
Speaker: Andrew J. Weill, Weill & Mazer, APC
Celina Carleton (Assistant to Andrew J. Weill, Secretary/Treasurer SFTC) at email@example.com
or by calling Celina at (415) 421-0730 no later than Tuesday, February 7, 2017 by noon.
Vegetarian meal needs, please make your request at the time of your RSVP.
This activity has been approved for MCLE Participatory Credit by the State Bar of California in the amount of 1.0 hour, of which 1.0 hour shall apply to legal specialist credit in taxation law. The San Francisco Club is a State Bar of California MCLE approved provider as well as an approved provider of specialized credit in taxation law. Accountants will be entitled to credit for one class hour on the subject of taxation. You must sign-in at the meeting in order to receive participatory credits.