Tax Liability Insurance
Tax Liability Insurance protects against financial loss if a tax position is later challenged by a taxing authority.
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Tax Liability Insurance
Tax Liability Insurance protects companies, investors, and transaction parties from financial loss if a tax position is later challenged by a taxing authority. This form of transactional risk insurance is commonly used in mergers and acquisitions, restructurings, and corporate transactions to transfer identified tax risk to an insurer.
Tax insurance helps provide certainty around complex or uncertain tax positions, allowing deals and business decisions to move forward with reduced financial exposure.
What Tax Liability Insurance Can Address
- Challenged tax positions
- Transaction-related tax exposures
- Tax opinion insurance structures
- Tax credit and incentive risks
- Potential tax litigation exposures
- Identified tax uncertainties in M&A deals
Why Choose Distinguished for Tax Liability Insurance
- Deep tax underwriting expertise
- Led by an experienced tax underwriter with leadership background across top tax liability insurance platforms
- Led by an experienced tax underwriter with leadership background across top tax liability insurance platforms
- Flexible underwriting for complex tax risks
- Creative solutions designed for unique tax structures and transaction scenarios
- Creative solutions designed for unique tax structures and transaction scenarios
- Strong carrier backing
- Policies supported by an AM Best rated A (Excellent) carrier
- Policies supported by an AM Best rated A (Excellent) carrier
- Efficient and transparent claims process
- Clear claims handling built for high-stakes financial matters
- Clear claims handling built for high-stakes financial matters
- Reliable deal execution
- Responsive underwriting aligned with transaction timelines
- Responsive underwriting aligned with transaction timelines
- Proven performance under pressure
- Experienced team accustomed to fast-moving and complex deals
Our Features
Limits available up to $15 million
Policies written by Starr Surplus Lines Insurance Company, rated A (Excellent) by AM Best, Financial Size Category XV.
This Tax Liability Insurance program is designed for:
- US named insureds
- Corporate transactions and restructuring scenarios
- Identified tax risk situations requiring financial protection
- Private equity firms
- Corporate acquirers
- Strategic investors
- Companies facing uncertain tax positions
- Deal teams seeking to transfer tax exposure
Available in all 50 states.
Send submissions to: [email protected]
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