Date & Time
Thursday, November 6, 2025, 2:00 PM - 3:30 PM
Name
BOLI / Section 1035 Exchanges - Practical Takeaways
Description

This session will provide attendees with practical takeaways on the tax implications of BOLI investments, tax benefits through Section 1035 Exchanges, and regulatory considerations. The session will also cover recent developments and changes in tax laws affecting BOLI and 1035 Exchanges.

Bruce Lowry John Lutz
Speakers
Bruce Lowry, Chief Tax Officer and Counsel - Western Alliance Bank
John Lutz, Partner - McDermott Will & Schulte
Raymond Kelly, Tax Partner - RSM LLP
Location Name
Location: Cape Cod Hall