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Tax Liability Insurance

Tax Liability Insurance helps a taxpayer reduce or eliminate a contingent tax exposure arising from the tax treatment of a transaction, investment or other activity where the underlying legal conclusions supporting that tax treatment may be subject to future challenge by the relevant tax authorities. Tax Liability Insurance effectively provides certainty to taxpayers in particular areas where there is uncertainty in the application of the tax laws.
Features and Benefits Back To Top
  • Highly customized coverage can address:  
       - Federal, state local or foreign tax exposure
       - Expenses of outside legal advisors or accountants needed to resolve disputes with tax authorities
       - Gross-up taxes payable with respect to insurance proceeds
       - Interest and non-criminal fines or penalties related to any actual tax liability determined
  • Up to $20 million in limits for any one transaction, with larger limits available on a case by case basis
  • Pricing and retentions are structured on a case by case basis, based on factors such as the nature of the transaction, strength of tax position, and structure of the insurance program
  • Policy period generally aligns with the applicable statute of limitations
  • Policies are tailored to meet the specific needs of the client
 
Marketing Materials Back To Top

Tax Liability Insurance Highlight Sheet
An overview of Tax Liability Insurance

Merger and Acquisitions Transactional Risk Solutions
An overview of Mergers and Acquisitions Transactional Risk Solutions

Webcast - Transactional Insurance:  Navigating Transactional Liability in Turbulent Economic Times

The Deal and Merrill DataSite's Webcast on M&A Risk Management
Jennifer Richards, Senior Vice President of Chartis' M&A Insurance Group, along with a panel of other deal experts, discuss how to maximize deal value in today's risky deal making environment

Transactional Insurance: Maximizing Shareholder Value in Mergers & Acquisitions Transactions
An article written by Jennifer Richards, Senior Vice President of the Mergers & Acquisitions Insurance Group

Enhancing Lender Protection
An article written by Matthew G. Heinz, Assistant Vice President and Jennifer Richards, Senior Vice President of the Mergers & Acquisitions Insurance Group

Transactional Insurance Protecting Venture Capital, Private Equity and Family Owned Business Sellers in the Current Buyer’s Market
An article written by Matthew G. Heinz, Assistant Vice President and Maria Nikeas, Senior Associate of the Mergers & Acquisitions Insurance Group

Facilitating Deals in Challenging Times
An article written by Matthew G. Heinz, Assistant Vice President of the Mergers & Acquisitions Insurance Group

Insuring Against Successor Liability With Contingent Liability Insurance
An article written by Michael Rappaport, Senior Vice President and Maria Nikeas, Senior Associate of the Mergers & Acquisitions Insurance Group

Claims Management and Scenarios
An article written by Matthew G. Heinz, Assistant Vice President and Maria Nikeas, Senior Associate, of the Mergers and Acquisitions Insurance Group

For further information about R&W Insurance, please contact a member of the M&A Insurance Group at (212) 458-2361

Educational Presentations:

In the event you would like members of the Mergers & Acquisitions Insurance Group to give an educational presentation on R&W Insurance to members of your group or firm, please contact us at (212) 458-2361.

Claims Back To Top

We have a claims team dedicated to Tax Liability Insurance. These seasoned professionals specialize in disputes surrounding complex transactions and in processing customer claims in a professional and expedient manner.

To report or check the status of a claims please contact us at:

Tel:  (212) 458-1139
Fax:  (866) 452-0138
Mail:  c-Claim for Financial Lines
Domestic Claims, Inc.
175 Water Street, 9 Fl.
New York NY 10038

Download a proof of tax loss notice for submission

Applications and Forms Back To Top
Tax Liability Insurance policies are manuscripted to meet the unique needs of each situation.  Accordingly, aspects of coverage will differ from policy to policy.