Content Type (RSS): Internal Event

  • McDermott HealthEx 2027

    McDermott HealthEx 2027

    Event details

    Join us in 2027 at the JW Marriott Nashville as McDermott HealthEx returns with even more opportunities to connect, collaborate, and engage with leaders shaping the future of healthcare.

    Registration opens on January 19, 2027 at 10:00 am CT. Add a reminder to your calendar so you’re ready to secure your spot the moment registration goes live.

    Highlights from 2026

    “I thought the quality of the content was incredible, especially compared to other larger conferences.”

    CDO, Health Data Atlas

    77%

    of attendees are management level,

    with 42% at the C-suite level

    60%

    of attendees represented healthcare providers and operators

    92%

    of attendees believe they made valuable connections

    they plan to follow up with

    97%

    of attendees would recommend the conference to a colleague

    “HealthEx was a great conference. You all do such a great job of creating an intimate atmosphere. The matchmaking was the sharpest I’ve seen at any event, and the conversations we had in Nashville are already turning into real follow-up.”

    Bernard-Davis-Edge Capital


  • COVID-Era IRS Interest and Penalty Refunds: Act Before the Deadline

    COVID-Era IRS Interest and Penalty Refunds: Act Before the Deadline

    VIRTUAL

    COVID-Era IRS Interest and Penalty Refunds: Act Before the Deadline

    Webinar

    June 17, 2026

    Event details

    June 17, 2026

    This event is in the past. See recordings and other materials from this event below.

    A recent wave of taxpayer-favorable court decisions has created a potentially significant opportunity for taxpayers to recover IRS interest and penalties that accrued during the COVID-19 disaster period. During this webinar, Shawn O’Brien, Susan Ryba, and Samuel Hamer of our Tax Controversy & Litigation Group discussed the impact of recent court decisions, eligibility requirements for a refund, and practical steps taxpayers should consider before key filing deadlines expire.

    Top takeaways included:

    • Recent court decisions have expanded potential refund opportunities. The Tax Court’s decision in Abdo and the Court of Federal Claims’ decision in Kwong support the position that certain tax filing and payment deadlines were automatically postponed through July 10, 2023.
    • The opportunity applies to a broad range of taxpayers. Individuals, corporations, partnerships, LLCs, estates, and trusts that paid IRS interest or penalties relating to pre-2024 tax periods should evaluate whether they may be entitled to relief. The opportunity may apply across income, estate, gift, employment, and excise taxes.
    • The potential relief extends beyond interest. Taxpayers may be eligible to recover underpayment interest as well as certain penalties, including failure-to-file, failure-to-pay, estimated tax, and information reporting penalties that accrued during the COVID disaster period.
    • July 10, 2026, may have been a critical deadline. Under the reasoning adopted in Kwong, many refund claims involving tax years 2019–2022 may have remained open through July 10, 2026.
    • Taxpayers in ongoing IRS controversies should preserve their rights. Taxpayers under examination, in Appeals, in litigation, or in collections should consider how COVID-period interest and penalties may affect current matters and carefully review settlement documents before signing away potential refund claims.
    • Protective refund claims may be worth considering. Because key legal issues remain under review and Kwong is currently on appeal, taxpayers may choose to file protective refund claims to preserve their rights while litigation continues.
    • Form 843 is generally required to pursue relief. Taxpayers seeking refunds or abatements should generally file Form 843 and clearly identify the legal basis for the claim, the tax periods involved, and any related interest or penalties before the applicable statute of limitations expires.

    Access to the webinar replay is available upon request. Get in touch to learn more.

    Looking for more insights on IRS developments, enforcement trends, and practical strategies? Visit our Tax Controversy Webinar Series hub to learn more.

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  • HPE NYC 2026

    HPE NYC 2026

    Event details

    October 15, 2026

    660 12th Ave
    6th Floor
    New York, NY 10019

    This event is in the past. See recordings and other materials from this event below.

    On October 15, 600+ investors, operators, and advisors filled the Glasshouse for Healthcare Private Equity (HPE) NYC 2026. If you were there, relive it. If you weren’t, catch up.

    Watch the highlights, then request access to the full recordings below.

    Highlights

    “McDermott events are truly like none other. They are well thought out, planned and very organized. The attendees and speakers are crème de la crème and it is truly all the who’s who of healthcare PE dealmaking.”

    Aaron Weitzman, Senior Healthcare M&A, Private Credit Reporter

    “It was large enough to include many innovative companies and small enough to maintain an intimate feeling. The space was conducive to networking and the audience was curated well with the right mix of investors and companies.”

    Charles Boorady, Founder and Managing Partner, Health Catalyst Capital

    What the room said

    600+

    investors, operators, and advisors in attendance

    96%

    of attendees would be likely to recommend HPE NYC to a colleague

    86%

    of attendees made valuable new connections they plan to follow up with

    Speakers

  • Enforcement Outlook | Sanctions Trends and Emerging Risks

    Enforcement Outlook | Sanctions Trends and Emerging Risks

    VIRTUAL

    Enforcement Outlook | Sanctions Trends and Emerging Risks

    Webinar

    May 20, 2026

    Event details

    May 20, 2026

    This event is in the past. See recordings and other materials from this event below.


    Sanctions enforcement is intensifying amid heightened geopolitical tensions, rapid innovation in digital assets, unprecedented coordination among US enforcement authorities, and increasingly assertive approaches in the EU and UK. The US Department of the Treasury (Treasury), including the Office of Foreign Assets Control (OFAC) and the Financial Crimes Enforcement Network (FinCEN), is expanding its enforcement reach while working more closely with the Department of Justice (DOJ), Department of Commerce (Commerce), and other agencies. Recent enforcement actions, proposed rulemakings, and legislative developments signal increased expectations for companies to understand and manage sanctions risk across industries — from financial services and FinTech to education and other nontraditional sectors.

    Our cross-practice team examined the current sanctions landscape, recent enforcement actions, and emerging government priorities. The discussion offered practical insights into regulatory risk, compliance challenges, and where enforcement is headed.

    Discussion topics included:

    • The current US sanctions framework and enforcement posture, with a focus on the roles and coordination of OFAC, FinCEN, Treasury, Commerce, and DOJ alongside key developments in EU and UK sanctions regimes
    • Sanctions enforcement trends affecting crypto, FinTech, and digital assets
    • Emerging sanctions risks and government priorities, including cross-border fraud and scam investigations and sanctions exposure for nontraditional sectors
    • The evolving intersection of sanctions and anti-money laundering enforcement globally, with increasing alignment between US, EU, and UK authorities

    McDermott Will & Schulte’s Enforcement Outlook webinar series is designed to keep you up to date on the enforcement trends that might impact your organization’s compliance strategy. For more materials related to past episodes, visit our Enforcement Outlook Series hub.

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  • Key Takeaways | Still Waiting on Your IRS Refund? What to Do Next

    Key Takeaways | Still Waiting on Your IRS Refund? What to Do Next

    VIRTUAL

    Key Takeaways | Still Waiting on Your IRS Refund? What to Do Next

    Webinar

    April 15, 2026

    Event details

    April 15, 2026

    This event is in the past. See recordings and other materials from this event below.

    During the fifth webinar in our Tax Controversy Webinar Series, Shawn O’Brien and Susan Ryba of our Tax Controversy & Litigation Group discussed the IRS refund process, common causes of delayed payment, and practical strategies taxpayers can use to accelerate payment of outstanding refunds.

    Top takeaways included:

    1. Refund claims must be carefully drafted to preserve rights and avoid delays.
      A valid claim must clearly state legal grounds and supporting facts for each tax type and period, and vague or incomplete claims can limit arguments later and slow IRS review, making it critical to be thorough and over inclusive at the outset.
    2. The IRS refund process is complex, multi-step, and prone to delays.
      After filing, claims move through review, potential audit, approval, and sometimes Joint Committee review before payment is issued, and delays often occur at transition points between these stages rather than due to the merits of the claim itself.
    3. Most refund delays are administrative, not substantive.
      Common issues include claims not being entered or assigned, audits moving slowly due to resource constraints, internal IRS hold policies, Joint Committee backlog, or approved refunds not being processed for payment.
    4. IRS account transcripts are the most important diagnostic tool.
      The transcript is the IRS’s official record of activity on a taxpayer’s account and should be used to confirm whether a claim was received, processed, or scheduled for payment, and if the claim is not reflected on the transcript, it may not exist from the IRS’s perspective.
    5. Proactive management significantly improves outcomes.
      Taxpayers who actively monitor their claims, follow up regularly, and engage with IRS personnel are far more likely to see progress, as visibility and persistence often drive prioritization within the IRS.
    6. Audits of refund claims can be accelerated with strategic engagement.
      Delays during examination often stem from lack of clarity or resource constraints, and providing clear explanations, anticipating IRS questions, and supplementing the record can help move audits toward resolution more efficiently.
    7. Large refunds face additional scrutiny through Joint Committee review.
      Refunds exceeding $5 million for C corporations or $2 million for other taxpayers require Joint Committee approval, which can create additional delays, and proactively assisting with the submission and addressing potential questions can help streamline this process.
    8. Approval does not guarantee payment, final processing is a common failure point.
      Even after all approvals, refunds may stall if they are not properly scheduled for payment, making it essential to confirm payment status through transcripts and follow up with the appropriate IRS contacts.
    9. Escalation tools are available but may have limitations.
      Options such as the Taxpayer Advocate Service or congressional inquiries can help advance stalled claims, although resource constraints within the IRS may limit their speed and effectiveness.
    10. Refund litigation is a powerful tool to force action.
      Taxpayers always have the option to file suit after six months of IRS inaction or following a denial, and litigation introduces judicial timelines and often prompts faster resolution, particularly in cases stalled by administrative inaction, though it requires comfort with public proceedings.
    11. Refunds should be viewed as a process, not a one time event.
      From filing through payment, successful outcomes depend on continuous monitoring, strong documentation, and strategic escalation when necessary.

    Access to the webinar replay is available upon request. Get in touch to learn more.

    Looking for more insights on IRS developments, enforcement trends, and practical strategies? Visit our Tax Controversy Webinar Series hub to learn more.

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  • AHLA Annual Meeting cocktail reception 2026

    AHLA Annual Meeting cocktail reception 2026

    IN-PERSON

    AHLA Annual Meeting cocktail reception 2026

    New York, NY

    June 30, 2026

    Event details

    June 30, 2026

    This event is in the past. See recordings and other materials from this event below.

    Registration is open for our reception during the American Health Law Association’s (AHLA) 2026 Annual Meeting!

    Join us at Bar SixtyFive at the Rainbow Room in Rockefeller Center for an unforgettable evening of panoramic skyline views, craft cocktails, and networking with colleagues and fellow AHLA members. It’s the perfect setting to connect and unwind in one of New York’s most iconic venues.

    During the evening, we will also proudly honor our dear friend and colleague, Gary Scott Davis, as he approaches his well-deserved retirement. Please join us as we raise a glass to Gary’s remarkable career and wish him the very best in this next chapter.

    Register here.

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  • Insurance as Cost Security Before the UPC and Its Litigation Finance Implications

    Insurance as Cost Security Before the UPC and Its Litigation Finance Implications

    VIRTUAL

    Insurance as Cost Security Before the UPC and Its Litigation Finance Implications

    Webinar

    March 17, 2026

    Event details

    March 17, 2026

    This event is in the past. See recordings and other materials from this event below.

    As the Unified Patent Court (UPC) continues to evolve, the question of whether insurance can serve as acceptable cost security has become a defining issue for parties litigating before the court. Patentees and alleged infringers need to navigate relatively high upfront costs and the UPC’s emerging cost-reimbursement framework. The Court of Appeal’s decisions in Syntorr v. Arthrex have become a landmark on these topics, opening the door more fully to insurance-sector participation and influencing how litigation strategies are shaped at the UPC. McDermott Will & Schulte was counsel to Syntorr which successfully established that insurance, if it is on adequate terms, can remove the need to provide any other cost security.

    To explore these implications from both a litigation and market wide perspective, we assessed how the decisions in Syntorr v. Arthrex may impact UPC case strategy, risk allocation, and the evolving European litigation funding environment.

    We also explored, more broadly, other key developments in litigation funding such as the current insurance market for legal asset investments and a related US regulatory update on hot topics.

    Discussion topics included:

    • Key insights from the UPC’s decisions on cost security, and the practical significance for litigators and litigation funders
    • Insurance sector perspectives on after-the-event insurance and cost-security products post Syntorr v. Arthrex
    • A litigation funding market update, including recent developments and emerging trends for funders, litigants and insurers
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  • InsurTech Summit 2026

    InsurTech Summit 2026

    IN-PERSON

    InsurTech Summit 2026

    New York, NY

    June 2, 2026

    Event details

    June 2, 2026

    One Vanderbilt Avenue
    68th Floor
    New York, NY 10017

    This event is in the past. See recordings and other materials from this event below.

    Join us this June for InsurTech Summit 2026 in NYC!

    Our InsurTech Summit convenes leaders from across the insurance ecosystem — from global carriers to next-generation InsurTechs — alongside top venture capital investors. Featuring a spotlight on AI and venture capital, the event delivers real-world insight through panel discussions and fireside chats on how innovation is being built, funded, and scaled across the market.

    What to expect

    Timely conversations: Engaging panel discussions and fireside chats spotlighting AI, venture capital and the forces shaping the future of insurance.

    Purpose-driven networking: Connect with senior leaders across carriers, InsurTechs and the investment community in a setting designed to spark meaningful dialogue and lasting relationships.

    Networking reception: End the day with cocktails, conversation and breathtaking views of the New York City skyline.

    Secure your spot early and be part of the conversation shaping what’s next.

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  • Tax in the City®: Seattle

    Tax in the City®: Seattle

    IN-PERSON

    Tax in the City®: Seattle

    Seattle, WA

    February 10, 2026

    Event details

    February 10, 2026

    This event is in the past. See recordings and other materials from this event below.

    McDermott Will & Schulte hosted a Tax in the City® program on February 11, 2026, in Seattle, Washington. Tax in the City® is a forum designed for in-house tax professionals to discuss key federal, state, and international tax developments affecting business planning and compliance. The program highlighted recent IRS activity, international tax and related planning considerations, and address current tax controversy issues arising in audits and disputes. The discussion also explored SALT hot topics for 2026, including income and sales tax developments, legislative updates, and key state and local tax trends.

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  • Tax in the City®: San Francisco

    Tax in the City®: San Francisco

    IN-PERSON

    Tax in the City®: San Francisco

    San Francisco, CA

    February 11, 2026

    Event details

    February 11, 2026

    This event is in the past. See recordings and other materials from this event below.

    McDermott Will & Schulte hosted a Tax in the City® program on February 11, 2026, in San Francisco, California. Tax in the City® is a forum designed for in-house tax professionals to discuss key federal, state, and international tax developments affecting business planning and compliance. The program highlighted recent IRS activity, international tax and related planning considerations, and address current tax controversy issues arising in audits and disputes. The discussion also explored SALT hot topics for 2026, including income and sales tax developments, legislative updates, and key state and local tax trends.

    Agenda
    Speakers
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