Tax Issues in Investments and Workouts

American College of Investment Counsel's Annual Spring Investment Forum
April 29 - April 30, 2010
The Four Seasons, Chicago, IL

Joel R. Carpenter moderated the "Tax Issues in Investments and Workouts" panel at the American College of Investment Counsel's Annual Spring Investment Forum. The panelists discussed:

Substantial modifications and deemed exchanges of debt instruments
OID consequences
Investment unit rules
COD income and possible NOL implications
Tax and accounting aspects which are of particular concern to insurance companies