May Meeting - Tariff & CBP Bond Update

Lisa Perez, Vice President, Regional Operations at Avalon Risk Management Insurance Agency, and Michael Jackson with Sandler Travis & Rosenburg, P.A. will share their insights on the latest developments with trade, tariffs and Customs bonds.  This seminar will be eligible for 1.5 Continuing Education Credits, and is offered both in-person and remote.  The agenda will include:

• Bonding Updates:
  • Bond stacking overview
  • Bond increases/decreases
  • Bond limits and surety considerations under IEEPA
  • Entry/Entry Summary bond increases ($50K–$100K)
  • Bond forecasting (12-month averages)
• Trade & Regulatory Updates:
  • Section 301 and 232 tariff developments and impacts
  • Last Sale legislation updates
  • IEEPA refund process overview
• IEEPA Refund Considerations:
  • When to engage legal counsel
  • Finality of liquidation and impact on refunds
  • Importer risk during Customs review
  • Protests vs. potential refund delays