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M&A, RWI, and Tax Insurance: Maximizing Deal Outcomes and Claim Tactics 2025

Content Provider
American Law Institute CLE
Product
CLE
Run Time
76 Minutes
Recording Date
07/29/2025
Presenter(s)
Jeff Buzen, Michael Haun, Robert Leung, Yoav Shans
Learning Method
On-Demand Training
Practice Area
Corporate and Business Law, Insurance
Persona
CLE OnDemand

Price $259.00

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Description

Representation and warranties insurance (RWI) has become integral to modern M&A transactions, with buyers and sellers increasingly recognizing its value as a replacement for or supplement to traditional seller indemnities. The rapid growth of the RWI market has expanded both the types of transactions utilizing this insurance solution and the corresponding claims activity. While RWI addresses unknown transaction risks, tax insurance serves a complementary but distinct role—providing targeted coverage for identified tax liabilities both within and outside the M&A context. These tax risks may stem from ongoing or historical operating positions, past or current transaction activity, and sophisticated planning. As both RWI and tax insurance become more prevalent, legal practitioners need a comprehensive understanding of when and how to deploy these insurance solutions most effectively, their key terms and conditions, and common issues that arise in claims scenarios. Register now for a webcast that examines key insurance solutions and demonstrates how their strategic use can improve both negotiations and deal results. This program provides strategic insights into maximizing the effectiveness of RWI and tax insurance while avoiding common pitfalls. Our expert faculty will deliver practical guidance on coverage optimization and claims management. Join insurance, corporate law, and tax experts for this webcast covering how to: - Analyze the evolving landscape of complex transactions utilizing RWI and tax insurance - Examine real-world case studies demonstrating RWI and tax insurance applications in various contexts - Navigate critical policy provisions for both RWI and tax insurance - Identify emerging claims trends and best practices for claim resolution - Master exclusion analysis and accurate loss calculation methodologies This ALI CLE webcast is ideal for corporate M&A attorneys; tax practitioners who advise clients on deal structures and tax planning; business lawyers who need more background on insurance-backed transactions; and new practitioners seeking foundational knowledge on insurance solutions that may improve deal outcomes.

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.00General12/31/2025
AlaskaApproved1.25GeneralOn-going
ArizonaApproved1.25GeneralOn-going
ArkansasApproved1.25GeneralOn-going
CaliforniaApproved1.25Participatory07/29/2030
ColoradoPending State Response0.00
ConnecticutApproved1.25GeneralOn-going
DelawareApproved1.30General07/28/2027
HawaiiApproved1.25General07/29/2027
IdahoPending State Response0.00
IllinoisApproved1.25General09/30/2027
IowaApproved1.25General07/28/2026
KansasApproved1.15General09/30/2026
KentuckyApproved1.25General06/30/2026
LouisianaApproved1.26General09/30/2026
MinnesotaApproved1.25General07/28/2027
MississippiApproved1.30General07/31/2026
MissouriApproved1.50GeneralOn-going
MontanaApproved1.25General07/29/2028
NebraskaPending State Response0.00
New HampshireApproved1.30General07/28/2028
New JerseyApproved1.50GeneralOn-going
New MexicoApproved1.30General07/28/2030
New YorkApproved1.50SkillsOn-going
North CarolinaApproved1.25General02/28/2026
North DakotaApproved1.25General07/29/2028
OklahomaPending State Response0.00
OregonApproved1.25General07/29/2028
PennsylvaniaApproved1.00General09/30/2027
Puerto RicoPending State Response0.00
Rhode IslandApproved1.25General06/30/2026
TennesseeApproved1.27General09/30/2026
TexasApproved1.25General09/30/2026
UtahApproved1.00General12/31/2025
VermontApproved1.25GeneralOn-going
VirginiaPending State Response0.00
WashingtonApproved1.25General07/28/2030
West VirginiaApproved1.52GeneralOn-going
WisconsinApproved1.50GeneralOn-going
WyomingApproved1.25General09/30/2026

Speakers