Last Updated: August 15, 2008

Comments on Proposed Regulations Under Sections 6011 and 6111 of the Internal Revenue Code relating to Patented Transactions (REG-129916-07)

Scope-of-Protection Problems With Patents and Copyrights on Methods of Doing Business, Richard H. Stern, Nov. 2007

Willkie Farr & Gallagher Memo - Business Methods That Depend Entirely on Mental Processes Are Not Patentable, Nov. 2007

Montana Bar Resolution Supporting Section 10 of the Pending Patent Reform Act of 2007 (H.R. 1908), Oct. 2007

Patented Transactions, IRS Notice of Proposed Rulemaking, Oct. 2007

Patent Reform Act of 2007, House of Representatives Report, Oct. 2007

Ethical Issues Arising out of the Patenting of Tax Strategies, Michael B. Lang, Oct. 2007

State Bar of Texas - Letter to Congress, Sept. 2007

Tax Patents: Baucus, Grassley, Others Crafting Legislation Solely to Ban Tax Strategy Patents, Aides Say; Sept. 2007

House Judiciary Committee Explains Stance on Tax Strategy Patent Ban; Sept. 2007

ABA Patenting Tax-Related Inventions; Ellen P. Aprill; August 2007

Tax Strategy Patents — Legislative, Judicial and Other Developments by Richard S. Marshll, Esq

The Politico - Finance Industry Leads on Patent Reform; July 2007

BNA Management Compensation Planning Journal - Benefits-Related Tax Strategy Patents; June 2007

BNA Daily Tax Report - Federal Tax & Accounting - Tax Patents: AICPA Pushes Ahead with Prjects Related to Patenting of Tax Strategies; May 2007

H.R. 2365 Limiting Liability in Connection with Tax Patents

Bill Would Limit Damages on Tax Scheme Patents by Sara Stefanini; May 2007

Solomon Outlines Ambitious Guidance Agenda by Dustin Stamper; May 2007

USPTO Official Critical of Bill to Prevent Patents on Tax Strategies by Dustin Stamper; May 2007

Daily Tax Report - Treasury Still Considering Patent Reporting - Circular 230 Policy Decision, Solomon Says; May 2007

Daily Tax Report - Patent Office to Hire Examiners with Expertise in Tax to Review Applications; May 2007

2007 TNT 94-1 - News Stories (Copyright, 2007, Tax Analysts) - USPTO Official Critical of Bill to Prevent Patents on Tax Strategies; May 2007

DC Currents - The Tax Advisor - Tax Strategy Patents and the Tax Gap by Jeffrey R. Hoops, CPA; May 2007

BNA Tax Management Compensation Planning Journal "Benefits-Related Tax Strategy Patents"; May 2007

BNA Tax Management Compensation Planning Journal "Tax Strategy Patents - Policy and Practical Considerations"; May 2007

Patent Owners Take a Double Hit May 2007

Patentability of Tax Advice and Senate Bill 681; April 2007

Responding to Tax Strategy Patents by Professor Ellen Aprill, forthcoming in the Proceedings of the USC Gould School of Law Tax Institute - Major Tax Planning 2007 ( LexisNexis Matthew Bender)

Daily Tax Report - Disclosure of Tax Patent Deals Likely, But Obstacles Remain, Desmond Says

CO Bar Endorses Bill Restricting Tax Patents March 2007

Texas State Bar Supports Limiting Enforceability of Patents on Tax Planning Methods

Texas State Bar Comments on Proposed Treasury Regulations Under Section 6011, Section 6111, and Section 6112

AICPA Analysis of Tax Patent Strategies and Letters to Members of Congress

Tax Notes Story on ABA Tax Section Patenting Comments; Feb., 2007

BNA Daily Tax Notes Story on ABA Tax Section Patenting Comments; Feb., 2007

Excerpt of S.681, U.S. Senator Carl Levin's Proposal on Patents, including Statement of Introduction

BNA Daily Tax Notes Story on S.681, Patenting Legislation in U.S. Senate

Tax Notes Analysis of Patenting Tax Advice; Jan. 2007

BNA Daily Tax Notes Story on Response of Government Officials at Jan. 2007 Meeting

Florida Law Review Article, 59 Fla. L. Rev. 229, "The Patented Loophole," by Prof. Bill Drennan

Real Property Probate & Trust Section Magazine; "Tax Planners - Beware of Patented Estate Planning Techniques," by Dennis I. Belcher and Dana G. Fitzsimons, Jr., Nov. 2006

ABA IPL Newsletter Article; "Tax Strategies Are Not Patentable Inventions", by Andrew Schwartz; Fall 2006

ABA IPL Newsletter Article; "Should the Patent Laws Exempt Certain Innovations from Patent Eligibility?" by E. Anthony Figg; Summer 2006

NYSBA Patentatbility of Tax Advice and Tax Strategies (August 2006)

House Ways & Means Committee Hearing; July 2006 (transcript); Hearing on Issues Related to the Patenting of Tax Advice

Joint Committee on Taxation; Pamphlet on "Background and Issues Relating to the Patenting of Tax Advice"; July 2006

IPLaw 360 Sept. 2006 article; Overview of Tax Patent issue by Tax and IP Lawyers