Sarah Lashley Email & Phone Number

Washington, District Of Columbia, United States

Baltimore, Maryland

• Managed the Product Tax Group, which advises on the taxation of retirement products and plans, annuities, life insurance, health insurance, and employee benefits as well as information reporting and withholding
• Advised the Corporate Tax Department on select matters
• Advocated for the interests of Transamerica and the insurance industry before the U.S. Treasury Department and IRS in matters such as the promulgation of regulations
• Presented at seminars, such as the Federal Bar Association’s Insurance Tax Seminar on matters such as the tax treatment of TBA contracts under section 817 following the transition to the single security market
• Performed due diligence and assessed insurance product tax qualification for reinsurance transactions
• Developed corporate guidelines and educational materials relating to state insurance holding company acts, dividend payments, and corporate governance requirements

Baltimore, Maryland

• Represented Transamerica and the insurance industry in matters before the U.S. Treasury Department and IRS
• Analyzed issues relating to insurance and retirement products taxation as well as select state, international, and corporate tax matters
• Trained operations and legal department personnel on various product and company tax matters
• Reviewed tax legislative and regulatory changes to determine the possible impact on Transamerica

Washington, DC

• Advised revenue agents on tax issues involving corporations and partnerships with assets greater than $10 million
• Represented the IRS in tax litigation and controversy
• Collaborated complex and novel tax issues with the IRS Office of Chief Counsel's National Office

Washington, District Of Columbia

• Supervised Branch attorneys drafting published guidance and regulations
• Advised executives on complex technical issues including life insurance reserve methodologies and medical loss ratios
• Collaborated with other divisions within the IRS Office of Chief Counsel to resolve issues related to corporate tax, estate tax, excise tax, and employee benefits

Washington, District Of Columbia

• Coordinated with other attorneys within the IRS Office of Chief Counsel in resolving issues such as the treatment of annuities held by trusts for nonqualified plans and the treatment of life insurance reserves in.
• Drafted private and published IRS guidance
• Advised IRS attorneys and exam personnel on insurance tax issues

Washington, District Of Columbia

• Drafted judicial opinions
• Researched and advised the judges on a diverse range of topics, including the taxation of partnerships and tax procedure
• Reviewed party briefs and evidence to advise the judges in their decisions

Doctor Of Law (Jd)

Graduated Magna Cum Laude

Ba, Psychology