Part 3 of 5 Financial Products Tax Series: Financial Products Issues for REITs

Date & Time: Tuesday, March 18, 2014 from 12:00 pm to 1:30 pm

CLE Credit: No

Event Description
Real Estate Investment Trusts (REITs)  face a number of qualification issues when entering into financial transactions with respect to both the income and asset tests. These issues arise with respect to derivatives in general, but also in the context of a number of specific transactions, including hedging transactions, repos, loan modifications and transactions involving mortgage servicing rights (MSRs). The panel will discuss the treatment of these financial transactions, including the uncertainty that may be created for REITs.

This luncheon program is sponsored by Financial Products Committee of the Taxation Section.

D.C. Bar Conference Center
1101 K Street, NW, Conference Center
(Metro Center Station)
Washington DC 20005

Contact Information
Sections Office
Phone: 202-626-3463
Fax: 202-824-1877

  • Alan Munro, Ernst & Young LLP

  • Mark Van Deusen, Hunton & Williams LLP

  • Jonathan Zelnik, KPMG


Government Brown Bag (Please bring Government ID)


Government or Non-Profit Employee


Law Student


Non-Section Member


Taxation Section