Financial Instruments Deep Dive: Derivatives, Hedges & Debt Restructuring

A technical session covering the tax treatment of derivatives, hedge transactions, and debt modification and restructuring events.

Learning Outcomes

Upon completion of this session, participants will be able to identify, analyze, and apply the tax treatment of complex derivative positions, hedge identification requirements, and debt modification and restructuring rules.

Who Should Attend

Tax directors, corporate tax managers, controllers, and in-house counsel responsible for financial instruments tax compliance and planning.

Instructor

Presented by a senior practitioner with extensive experience advising multinational and domestic corporations on these issues.

General Session Information

This session combines lecture and case studies to reinforce the tax treatment of complex derivative positions, hedge identification requirements, and debt modification and restructuring rules.

CPE Credits

2.0 CPE credits in Taxes. Delivery method: Group Internet Based.

Length of Session

Approximately 2 hours, including a Q&A segment.

Prerequisites

A working knowledge of corporate tax fundamentals is recommended. No advance preparation is required.

Terms & Conditions

Registration is subject to TEI's standard cancellation and substitution policy. See checkout for full terms.