| Committee Name |
Program Material Title |
Speaker/Author Name |
Document* ID Number
*Documents available to Section Members Only
|
| Banking and Savings Institutions |
Prop. Reg. § 1.1221-1(e), The New Bank One, Prop. Reg. § 1.1363-1(b)(2) |
Carlisle, Linda E. |
|
| Business Planning Group (PT), Closely Held Business (TX) |
Introduction to Preferred Partnerships |
Salti, Rana H. |
|
| Business Planning Group (PT), Litigation and Controversy Group (PT), Closely Held Business (TX) |
Transfer Tax Issues Affecting Changes in Entity |
Shaughnessy Jr, John R. |
|
| Civil and Criminal Tax Penalties |
Attorney-Client and Constitutional Privileges |
Williams, Bradley L. |
|
| Closely Held Businesses; Business Planning Group |
Estate Tax Planning for the Sale of Business Interests |
Forsberg, William S. |
|
| Closely Held Businesses; Business Planning Group |
Estate Tax Planning for the Transfer of Business Interests |
Parker, Stephen E. |
|
| Closely Held Businesses; Business Planning Group |
Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications |
Gorin, Steven B. |
|
| Closely Held Businesses; Business Planning Group; Litigation and Controversy Group |
Mediation Statutes/Rules/Procedure Chart |
Char, Patricia H. |
|
| Closely Held Businesses; Business Planning Group; Litigation and Controversy Group |
Practical Problems in Succession Planning for Small, Family Owned Businesses |
Robida, J. Randolph |
|
| Commercial Real Estate Transactions Group RP |
Recent AIA Design-Build Changes from the Owner's Perspective |
Kofron, John E. |
|
| Employee Benefit Plans and Other Compensation Arrangements Group PT |
When an Employee or Family Member Becomes Disabled: Helping Patients, Families & Their Employers Cope |
Stamer, Cynthia Marcotte |
|
| Employee Benefits |
Application of SOX’s Professional Responsibility Rules to Corporate Employee Benefits Practice |
Toth, Robert |
|
| Employee Benefits |
Emerging Ethical Considerations for Fiduciary Lawyers |
Oringer, Andrew |
|
| Employee Benefits |
Summary of Provisions of the Pension Protection Act of 2006 Affecting Defined Benefit Plan Funding and Hybrid Plans |
Bortz, Jason K. |
|
| Employee Benefits |
Timing of Plan Amendments |
Mercer, Joy M. |
|
| Employee Benefits Subcommittee: COBRA and Welfare Plan Design Issues; HIPAA; State Insurance Regulation of Welfare Plans; Cafeteria Plans and Flexible Benefits; Retiree Health, VEBAs and Other Funding Vehicles (Tax); Welfare Plan (RPPT) |
Massachusetts Health Care Reform — The Impact of Ch. 58 of the Acts of 2006 on Employers and Employees |
Bianchi, Alden J. |
|
| Employee Benefits Subcommittee: COBRA and Welfare Plan Design Issues; HIPAA; State Insurance Regulation of Welfare Plans; Cafeteria Plans and Flexible Benefits; Retiree Health, VEBAs and Other Funding Vehicles (Tax); Welfare Plan (RPPT) |
An Employer’s Guide to the 2006 Massachusetts Health Care Reform Act |
Bianchi, Alden J. |
|
| Energy and Environmental Taxes |
Monetizing Production Tax Credits From Alternative and Renewable Energy Projects |
Burkett, Paul A. |
|
| Energy and Environmental Taxes |
The Pool of Capital Doctrine |
Swiech, Robert A. |
|
| Energy and Environmental Taxes |
The Pool of Capital Doctrine (powerpoint conversion) |
Swiech, Robert A. |
|
| Estate & Gift Taxes (TAX), Fiduciary Income Tax (TAX) and Probate and Trust Division (PT) |
Estate Planning Hot Topics Update |
Akers, Steve |
|
| Estate and Gift Taxes |
Basic GRAT Funding and Administration Issues |
Kronenberg, James |
|
| Estate and Gift Taxes |
Current Developments in Estate Planning |
Carter, Eric J. |
|
| Estate and Gift Taxes |
Estate Tax Legislation |
Aucutt, Ronald D. |
|
| Estate and Gift Taxes |
GRAT Planning - The Basics |
Hundley, Laura |
|
| Estate and Gift Taxes |
Structuring Transfers and Trusts to Qualify for Gift and GST Tax Exclusions for Educational and Medical Expenses Under §§ 2503(e); 2611(b); and 2642© |
Handler, David A. |
|
| Estate and Gift Taxes |
The Care and Feeding of GRATs – Enhancing GRAT Performance Through Careful Structuring, Investing and Monitoring |
McCaffrey, Carlyn |
|
| Exempt Organizations |
Community Impact Oppotunities for Exempt Organizations |
Sanders, Michael I. |
|
| Fiduciary Income Tax |
Holding Private Company Interests in Trust |
Parthemer, Mark R. |
|
| Fiduciary Income Tax |
Recent Developments in Fiduciary Income Tax |
Newlon, Jeanne L. |
|
| Fiduciary Income Tax |
Selected Income Tax Issues of Interest to Estate Planners |
Atlass, Theodore B. |
|
| Fiduciary Income Tax |
Trusts and Beneficiaries of Qualified Plans and Individual Retirement Arrangements: New Developments |
Holt, Marcia Chadwick |
|
| Foreign Activities of US Taxpayers |
Mission Impossible III: Understanding Current Cross-Border M&A Issues |
Majure, Kimberly |
|
| Foreign Activities of US Taxpayers |
Mission Impossible III: Understanding Current Cross-Border M&A Issues |
Surdell, Steven |
|
| Hospitality, Community Recreation and Common Interest Developments RP |
Ethical Issues for Transactional Lawyers |
Griesing, Francine Friedman |
|
| Hospitality, Community Recreation and Common Interest Developments RP |
Recent Events May Put the Brakes on Government Requests for Privilege Waivers in the Context of Corporate Criminal Investigations |
Fandel, K. Michael |
|
| Income and Transfer Tax Planning Group PT |
GRATS – Unresolved Issues, Potential Pitfalls and Random Observations |
Manigault, Edward M. |
|
| Income and Transfer Tax Planning Group PT |
Handling an IRS Estate or Gift Tax Audit and Beyond |
Hodges, Charles E. II |
|
| Income and Transfer Tax Planning Group PT |
Summary of Selected Recent GST Tax Private Letter Rulings |
Salti, Rana H. |
|
| Income and Transfer Tax Planning Group PT |
The New Era of the Hybrid Trust |
Anderson, Rozlyn L. |
|
| Individual and Family Taxation |
CLE Panel Presentation Outline |
Brackney, Megan L. |
|
| Individual and Family Taxation |
CLE Panel Presentation Outline |
Camp, Professor Bryan |
|
| Individual and Family Taxation |
CLE Panel Presentation Outline |
Rothenberg, Lance E. |
|
| Individual and Family Taxation |
CLE Panel Presentation Outline |
Seto, Professor Theodore P. |
|
| Individual and Family Taxation |
Family Tax Planning |
Silberstein, Bill |
|
| Individual and Family Taxation |
Tax Benefits Threatened |
Silberstein, Bill |
|
| Leasing RP |
Business Interruption Insurance (Including Business Income) |
Frome, Richard |
|
| Leasing RP |
Destruction, Casualty and Major Forces |
Weisman, David |
|
| Leasing RP |
Force Majeure Clauses in Leases |
Frome, Richard |
|
| Leasing RP |
Indemnification Provisions in Leases: What We Ask For and What Really Matters |
Moore, Marie A. |
|
| Partnerships & LLCs |
Identifying Partners’ Interests in Partnership Profits and Capital |
Banoff, Sheldon I. |
|
| Partnerships & LLCs |
Identifying Partners’ Interests in Partnership Profits and Capital |
Cohen, Adam M. |
|
| Partnerships & LLCs |
Identifying Partners’ Interests in Partnership Profits and Capital |
Schneider, Steven R. |
|
| Partnerships & LLCs |
The New Texas Margin Tax: (more than a marginal change to the Texas landscape) |
Ohlenforst, Cynthia M. |
|
| Plenary Session |
Patenting Tax Planning Methods |
Gruner, Professor Richard |
|
| Real Estate |
Conduit Loan Defeasance |
Cohen, Joshua A. |
|
| Real Estate |
Conduit Loan Defeasance |
Shechtman, David |
|
| Real Estate |
Structuring Foreign Investments by U.S. REITS |
Howe, III, Joseph G. |
|
| Real Estate Financing Group RP |
The New ALTA/ACSM Survey Standards |
Marzullo, Jo-Ann |
|
| Real Estate Taxation and Governmental Incentives RP |
A Basic Examination of Tax Increment Financing ("TIF") from the Perspective of Both Lawyers and Underwriters (outline and ppt presentation) |
Beasley, Teresa M. |
|
| Real Estate Taxation and Governmental Incentives RP |
A Basic Examination of Tax Increment Financing ("TIF") from the Perspective of Both Lawyers and Underwriters (outline and ppt presentation) |
Huth, Greg |
|
| Real Estate Taxation and Governmental Incentives RP |
A Basic Examination of Tax Increment Financing ("TIF") from the Perspective of Both Lawyers and Underwriters (outline and ppt presentation) |
Offtermatt, Timothy P. |
|
| Real Estate Taxation and Governmental Incentives RP |
A Basic Examination of Tax Increment Financing ("TIF") from the Perspective of Both Lawyers and Underwriters (outline and ppt presentation) |
Radcliff, Laura |
|
| Real Estate Taxation and Governmental Incentives RP |
A Basic Examination of Tax Increment Financing ("TIF") from the Perspective of Both Lawyers and Underwriters (outline and ppt presentation) |
Ziance, Scott J. |
|
| Residential, Multi-Family and Special Use RP |
Pricing the Equity of a Tax Credit Project: An Institutional Investor's Perspective |
Hykan, Wayne H. |
|
| S Corporations |
Corporation’s Status as an S Corporation Due Diligence Checklist |
Kugler, Paul |
|
| S Corporations |
Corporation’s Status as an S Corporation Due Diligence Checklist |
Sullivan, Jeanne M. |
|
| S Corporations |
Oops, There Goes My S Election |
Kugler, Paul |
|
| S Corporations |
Oops, There Goes My S Election |
Levitt, Ronald |
|
| S Corporations |
Oops, There Goes My S Election |
Sullivan, Jeanne M. |
|
| S Corporations |
Oops, There Goes My S Election |
Truskowski, John |
|
| Sales, Exchanges and Basis |
Real Estate - Preserving Capital Gains, Dealer Issues |
Masterson, Brian S. |
|
| Sales, Exchanges and Basis |
Real Estate - Preserving Capital Gains, Dealer Issues |
Tucker, Stefan E. |
|
| Section Program: Closely Held Businesses Committee; Business Planning Group; Employee Benefit Plans and Other Compensation Arrangements Group |
Impact of § 409A Deferred Compensation Rules on Estate & Retirement Planning for Executives and Structuring the Sale or Business Succession of Closely Held Businesses |
Macris, Michael |
|
| Section Program: Closely Held Businesses Committee; Business Planning Group; Employee Benefit Plans and Other Compensation Arrangements Group |
The Application of Section 409A to Separation Pay Arrangements |
Palmieri, Frank |
|
| Section Program: Closely Held Businesses Committee; Business Planning Group; Employee Benefit Plans and Other Compensation Arrangements Group |
Transfer of Family Business Interests: Finding the Sweet Spot between General Income Tax, Chapter 14, and Code § 409A |
Gorin, Steven B. |
|
| Section Program: Employee Benefits |
The New Reality: The War on Deferred Compensation - How to Live with the New Section 409A Rules |
Baker, Pamela |
|
| Section Program: Foreclosures, Workouts and Bankruptcy (RP) |
Tenant Bankruptcies: Landlord’s Survival Kit Course Materials |
Kuney, David R. |
|
| Section Program: Generation Skipping Transfers Committee (PT) |
Extensions of Time to Make Timely GST Exemption Allocaitons and Reverse QTIP Elections |
Plaine, Lloyd Leva |
|
| Section Program: Litigation and Controversy Group |
Damages for Breach of Fiduciary Duty |
Campisi, Dominic J. |
|
| Section Program: Litigation and Controversy Group |
Measuring Damages in Fiduciary Litigation -- A Review of Decisions and Trends |
Sacks, Robert N. |
|
| Section Program: Litigation and Controversy Group (PT) |
Family Limited Partnerships: A Practical Guide to Fighting Legal Pitfalls |
Loomis-Price, Stephanie |
|
| Section Program: Litigation and Controversy Group (PT) |
Family Limited Partnerships: A Practical Guide to Fighting Legal Pitfalls |
Moorman, Hal |
|
| Standards of Tax Practice |
Determing the Disciplinary Sanction: What Factors Are Considered In Ethics Enforcement |
Muller, Charles |
|
| State and Local Taxes |
Income and Franchise Tax Developments |
Hull, R. Joe |
|
| Tax Accounting |
Capitalization of Costs for Tangible Property Outline |
Hubbard, Helen |
|
| Tax Accounting |
Domestic Manufacturing Deduction, Summary of Final Regulations |
MacNeil, Ellen |
|
| Teaching Taxation |
When a Gift is Not a Gift: Property Transfers to Family Caregivers |
Kaplan, Professor Richard L. |
|
| Wealth and Non-Tax Estate Planning Considerations (PT) |
Total Return Trusts – The Background |
Cline, Christopher |
|
| Wealth and Non-Tax Estate Planning Considerations PT |
The Power to Adjust and Total-Return Unitrust Statutes: State Developments and Tax Considerations |
Nenno, Richard W. |
|
