Date & Time
Thursday, November 7, 2024, 1:45 PM - 3:15 PM
Name
Taxation of Derivatives
Description

This panel will provide an overview of the tax issues that arise from the most common uses of derivatives at banking organizations, including hedging and customer transactions. The panelists will discuss best practices for managing the tax reporting and compliance obligations arising from these activities.

Natalie Hennessy Shelly Cleveland John Lutz
Speakers
Natalie Hennessy, Head of Private Bank Business Tax Advisory - Citibank
Shelly Cleveland, Director of Tax and Accounting Operations - BOK Financial
John Lutz, Partner - McDermott Will & Emery
Location Name
Grand Harbor Ballroom 3-4