Committee Name |
Program Material Title |
Speaker/Author Name |
Document ID Number |
| Banking & Savings Institutions |
PowerPoint Presentation |
Stevens, Matthew |
547200709048 |
| Civil & Criminal Tax Penalties |
Important Civil Developments |
Rettig, Charles P. |
547200709027 |
| Civil & Criminal Tax Penalties |
Important Developments - Criminal |
Ciraolo, Caroline D. |
547200709028 |
| Civil & Criminal Tax Penalties |
New Return Preparer Rules: Harsher Standards and Harsher Penalties Is It Time to Retire Early? |
Wollman, Diana |
547200709040 |
| Civil & Criminal Tax Penalties |
Subcommittees Report: Legislative and Administrative Developments |
Colvin, John M. |
547200709063 |
| Closely Held Businesses (Tax) and Business Planning Group (PT) |
Conflicts and Ethical Issues in Planning With Family Business and Investment Entities |
Schumacher, Prof. Scott A. |
547200709014 |
| Corporate Tax |
Satisfying the Active Business Requirement in a Spin-Off -- Part II |
Cummings, Jack |
547200709056 |
| Court Procedure and Practice |
Summary of Current Developments |
Partain, Rachel |
547200709064 |
| Employee Benefits |
Automatic Savings Savvy (PowerPoint) |
Banister, Eleanor
Harwick, Cheryl L.
Stewart, Gail W. |
547200709010 |
| Employee Benefits |
ERISA Fiduciary Provisions Affecting Vendor Contracts |
Andrioff, Joni L. |
547200709022 |
| Employee Benefits |
Vendor Contracting -- A Primer On The "Dos" and "Don''ts" for Hiring Benefit Plan Service Providers |
Utz, John L. |
547200709074 |
| Employee Benefits |
Vendor Contracting – Fiduciary Issues to Consider When Changing Benefit Plan Service Providers Including Blackout Periods and Revenue Sharing Arrangements |
O'Hare, Bernard F. |
547200709075 |
| Employee Benefits |
Vendor Contracting – Fiduciary Issues to Consider When Changing Benefit Plan Service Providers Including Blackout Periods and Revenue Sharing Arrangements PPT |
O'Hare, Bernard F. |
547200709076 |
| Energy and Environmental Taxes |
Another Day Older and Deeper in Debt: How Tax Incentives Encourage Burning Coal and the Consequences for Global Warming |
Mann, Prof. Roberta |
547200709008 |
| Energy and Environmental Taxes |
Canadian Resource Taxation |
Calverley, Anne |
547200709011 |
| Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) |
50-state comparison of LLC legislation |
Jetel, Amy P. |
547200709002 |
| Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) |
50-state comparison of LP legislation |
Jetel, Amy P. |
547200709003 |
| Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) |
50-state comparison of Rule Against Perpetuities laws |
Jetel, Amy P. |
547200709004 |
| Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) |
Current Developments in Estate Planning |
Carter, Benjamin
Delich-Gould, Stacey |
547200709018 |
| Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) |
Panel Power Point Presentation |
Jetel, Amy P. |
547200709045 |
| Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) |
State ''Decanting'' Statutes Chart |
Porter, Susan |
547200709061 |
| Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) |
What Every Estate Planner Needs to Know About the 409A Final Regulations |
Jansen, Donald O. |
547200709024 |
| Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) |
What Every Estate Planner Needs to Know About the 409A Final Regulations (PowerPoint presentation) |
Jansen, Donald O. |
547200709023 |
| Exempt Organizations (Tax) and Charitable Planning & Organizations Group (PT) |
Cross-Border ''Granting'': Canada to US |
Mason, Margaret H. |
547200709017 |
| Exempt Organizations (Tax) and Charitable Planning & Organizations Group (PT) |
Donor Advised Funds and Supporting Organizations |
Hoyt, Prof. Christopher R. |
547200709021 |
| Fiduciary Income Tax |
Charities as Beneficiaries of Estates: How Should They Protect Their Interests? |
Katzenstein, Lawrence P. |
547200709012 |
| Fiduciary Income Tax |
Recent Developments in Fiduciary Income Tax |
Stern, Lisa M. |
547200709050 |
| Fiduciary Income Tax |
Split Dollar Life Insurance Funding: You Mean People Still Do That? |
Husbands, Joshua E. |
547200709060 |
| Foreign Activities of US Taxpayers |
Structuring Outbound Private Equity Transactions: Emerging Issues and Pitfalls |
Greenwald, Lewis J.
McKniff, Joseph
Sloan, Eric |
547200709062 |
| Foreign Activities of US Taxpayers |
Treaty Issues for Super-Entrepreneurs |
Chip, William W. |
547200709071 |
| Investment Companies |
Inverse Floaters |
Collinson, Dale S. |
547200709030 |
| Joint: Diversity (TX & RPPT) |
Untying the Knot– Until Death and Taxes Do Us Part |
Bay, Kathleen Ford |
547200709073 |
| Joint: Diversity Committee and Young Lawyers Forum (Tax & RPPT) |
From Planting to Harvest: Marketing for Associates |
Wolf, Allison |
547200709053 |
| Low Income Taxpayers |
A Practical Look at Immigration Problems in West and South Texas as They Intersect With Federal Reporting and Filing Requirements |
Johnson, Judy |
547200709006 |
| Partnerships & LLCs |
U.S. Investment in Canada– Hybrids and Other Vehicles |
Botz, Peter
Soomer, Kalle |
547200709072 |
| PT: Elder Law, Disability Planning and Bioethics Group |
Power of Attorney Hot Topics—American and Canadian Perspectives |
Whitton, Linda S. |
547200709047 |
| PT: Emotional & Psychological Issues in Estate Planning Committee |
Good Grief: What Trust and Estate Lawyers Should Know about Working With Clients and Grief |
Barber, Judy
Glober, Gary |
547200709025 |
| PT: Litigation, Ethics and Malpractice Group |
Myths, Realities and Liabilities Under Modern Portfolio Theory And the Uniform Prudent Investor Act |
Campisi, Dominic J. |
547200709038 |
| PT: Litigation, Ethics and Malpractice Group |
Total Return Trusts —A Decade of Progress, But Are We There Yet? |
Wolf, Robert B. |
547200709041 |
| Real Estate |
Deal Points Panels: Drafting DROs after Hubert Enterprises |
Golub, Todd D.
Whiteway, Andrea |
547200709020 |
| Real Estate |
REIT Customary Services Issues |
Genz, Peter J. |
547200709051 |
| RP Commercial Real Estate Transactions Group |
Panel paper |
Buttress, Larry
Franscona, Oliver E.
Schreck, Nelse T. |
547200709044 |
| RP Hospitality, Community Recreation and Common Interest Developments Group |
Hotel and Condotel Financing: Due Diligence and Document Checklists to Know What You Need to Know |
Gross, Owen P. |
547200709026 |
| RP Leasing Group |
Negotiating Specific Lease Clauses |
Osborne, Scott B. |
547200709039 |
| RP Leasing Group |
Property Insurance |
Feldman, Herbert H. |
547200709049 |
| RP Real Estate Financing Group |
Lending to TIC Owners: The Trends, the Risks, the Rewards |
Davenport, Filicia |
547200709033 |
| RP Residential, Multi-Family and Special Use Group |
Creating an Age-Restricted Community: Overview of Housing for Older Persons Act of 1995 |
Herrigel, David A. |
547200709015 |
| RP Residential, Multi-Family and Special Use Group |
What Can and Should be Said: Practical Issues in Implementing Age Restrictions under HOPA |
Darrow, Philip H. |
547200709077 |
| RP: Section Program |
Choice of Entity Ownership of Real Estate Including Cross Border Investors |
Appel, Alan I.
Hirschfeld, Michael
Keatinge, Robert R.
Lailey, Paul D. |
547200709013 |
| RP: Special Investors and Investment Structure Group |
REIT Qualification Requirements |
Howell, George C. III |
547200709052 |
| S Corporations |
Taxable Income of an S Corporation |
Anderson, Kevin
Hill, Kristin |
547200709068 |
| Sales, Exchanges and Basis |
Current Developments in Like-Kind Exchanges |
Shechtman, David |
547200709019 |
| Sales, Exchanges and Basis |
Is This Exchange Agreement OK to Sign? Sample Provisions |
Shechtman, David |
547200709031 |
| Sales, Exchanges and Basis |
Loan Modifications--Notice 2007-17 |
Adelman, Charles M.
Biafore, Thomas
Kurzeja, Paul
Stevenson, Virginia |
547200709034 |
| Section Program: Asset Protection Planning Committee (PT) |
Advisor's Guide to Asset Protection Planning |
Langa, Melissa |
547200709007 |
| Section Program: Asset Protection Planning Committee (PT) |
Authorization of Agent |
Langa, Melissa |
547200709009 |
| Section Program: Asset Protection Planning Committee (PT) |
Managing the Increasing Threat to Estate Planning Structures from Creditors, Predators & Ex-Spouses |
Mata, Mario A. |
547200709036 |
| Section Program: Asset Protection Planning Committee (PT) |
Managing the Increasing Threat to Estate Planning Structures from Creditors, Predators & Ex-Spouses |
White, Kalimah Z. |
547200709035 |
| Section Program: Asset Protection Planning Committee (PT) |
Sample Letter |
Langa, Melissa |
547200709055 |
| Section Program: Asset Protection Planning Committee (PT) |
Selecting an Offshore Jurisdiction |
Langa, Melissa |
547200709059 |
| Section Program: Asset Protection Planning Committee (PT) |
Swiss Annuities – As Good As Their Chocolate? Asset Protection, Estate Planning and Tax Deferral All In One Box |
Bove, Jr., Alexander A. |
547200709067 |
| Section Program: Employee Benefits |
409A Restrictions on Nonqualified Deferred Compensation: 409A Final Regulations’ International Rules |
Douglas, Stephen
Hall, Russell E. |
547200709001 |
| Section Program: Employee Benefits |
Panel PowerPoint |
Hall, Russell E. |
547200709046 |
| Section Program: Estate and Gift Taxes and Fiduciary Income Tax (Tax) and Income & Transfer Tax Planning Group (PT) |
Installment Sales: Myths, Legend, Pitfalls, and Difficult Issues |
Akers, Stephen R.
Bergner, John F.
Fletcher, Derek L.
Hundley, Laura S.
Manigault, Edward M. |
547200709029 |
| Section Program: Estate and Gift Taxes and Fiduciary Income Tax (Tax) and Income & Transfer Tax Planning Group (PT) |
Transfer Planning, Including Use of GRATS, Installment Sales to Grantor Trusts, and Defined Value Clauses to Limit Gift Exposure |
Akers, Stephen R. |
547200709070 |
| Section Program: Fiduciary Income Tax (TX) and Income & Transfer Tax Planning Group, International Tax Planning Committee and Charitable Planning & Organizations Group (PT) |
Cross Border Tax & Estate Planning Strategies for Canadians with US Assets |
Altro, David A. |
547200709016 |
| Section Program: Fiduciary Income Tax (Tax) and Income & Transfer Tax Planning Group, International Tax Planning Committee and Charitable Planning & Organizations Group (PT) |
S-Canada: Cross-Border Charitable Planning Basics |
McCoy, Jerry J. |
547200709057 |
| Section Program: Individual and Family Taxation (Tax) and Elder Law, Disability Planning & Bioethics Group (TE) |
What Every Tax Practitioner Needs to Know About Elder Law |
Rice, David L. |
547200709024 |
| Section Program: RP Residential, Multi-Family and Special Use Group |
Supportive Housing as a Solution to Homelessness |
Anand, Jasleen K. |
547200709066 |
| Section Program: RP Residential, Multi-Family and Special Use Group |
Supportive Housing as a Solution to Homelessness |
Sanders, Michael I. |
547200709065 |
| Standards of Tax Practice |
Issues Affecting a Lawyer Who is Advising a Client But Has No Financial Interest in the Patent and Other Related Matters |
Lang, Michael B. |
547200709032 |
| Standards of Tax Practice |
Panel Materials |
Michel, Scott D. |
547200709043 |
| State & Local Taxes |
A National Overview of State and Local Tax Reform Efforts, Coupled to a Close Up Look at Michigan’s Single Business Tax Replacement |
Cline, Dr. Robert J. |
547200709005 |
| State & Local Taxes |
Pacific Northwest SALT Highlights |
Barton, Gregg
Mahon, Bob
Young, Mike |
547200709042 |
| State & Local Taxes |
SALT & GST: Is the only thing they have in common is that they end in “T”?! |
Lipinski Galland, Stephanie Anne
Robertson, David |
547200709054 |
| Tax Accounting |
Recent Developments in the Area of Tax Accounting |
Towne, Gerald |
547200709079 |
| Tax Accounting |
Section 6655: Final Corporate Estimated Tax Regulations |
Manousos, George |
547200709058 |
| Tax Accounting |
Tax Accounting Issues in Infrastructure Transactions |
Conjura, Carol |
547200709078 |
| Transfer Pricing |
Marketing Intangibles: “I Know It When I See It.” |
Gomes, A. Tracy
Martin, Mark R.
Stewart, Jennifer E. |
547200709037 |
| US Activities of Foreigners and Tax Treaties |
The “New” Section 897(h) - Foreign Investment in “Qualified Investment Entities" |
Rubinger, Jeffrey |
547200709069 |
