Member Spotlight
on Katy David
| Each month the Section of Taxation highlights the actions, endeavors or achievements of one or more of our outstanding members. This month the Tax Section recognizes Katherine (Katy) E. David for her commitment and dedication to the Section. Ms. David joined the ABA in 2004. She is an Associate at Oppenheimer Blend Harrison & Tate Inc. in San Antonio, Texas, and her work focuses on tax and non-profit organizations. Currently, Ms. David is a Vice-Chair of the Young Lawyers Forum, where she is responsible for putting together programming for Section meetings. Katy David is also active with the Affordable Housing and Community Development Forum. She has been a frequent panelist at Tax Section meetings. Ms. David has also contributed to the 2007 winter edition of The Practical Tax Lawyer, with a piece entitled “ Non-Profit Governance in the Wake of Sarbanes-Oxley.” | More >> If you would like to nominate a member for the Member Spotlight, please send your ideas to Yolanda Lee, the Section’s Membership and Marketing Manager. | | | | Sign me up! Connect with professionals in your practice area by joining one of the Section’s more than 40 Committees. Committee membership provides opportunities to contribute to government comment projects on regulations and rules, and to participate in top-level CLE programming. Be as active as your time permits – join as many committees of interest to you.
But, don’t miss out on valuable information in your practice areas. Sign up to join now !
Questions about committees or committee membership? Contact the Section at tax@abanet.org | | | MyABA |  Edit your member profile at MyABA. You can change your password, or any other demographic information, once you have logged in at MyABA. | | | Job Locator Service | | Our online job locator service lists tax related jo b opportunities around the country. If you are looking (or someone you know is looking) for a job, please visit the site . I f you would like to post open positions, please complete the questionnaire listing the name of the firm and describing the responsibilities of the position. | | | | | | | ABA MEMBER ADVANTAGE | 
A benefit of ABA membership
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UPCOMING MEETING INFORMATION
|  2009 JOINT FALL CLE MEETING
September 24-26, 2009, Hyatt Regency, Chicago, IL
Registration is now OPEN for the 2009 Joint Fall CLE Meeting – sign up by Thursday, August 27 and save up to 10%! To register online please visit the meeting website . The 2009 Joint Fall Meeting features a wide variety of CLE programming from the Tax Section and the Trust and Estate Division of the Real Property, Trust and Estate (RPTE) Law Section. Program panels include the latest news on high yield debt and cancellation of debt, TARP rules for compensation and corporate governance, tax estate reform, and many others. Click here to view committee programs planned for the Joint Fall Meeting. The Sections are pleased to announce a Welcome Reception on Thursday, September, 24th and a Joint Section Reception on Friday, September 25th. All attendees of the 2009 Joint Fall CLE Meeting are invited to attend both events (the Joint Section Reception is ticketed, and registration is required). Join your colleagues in the Tax Section and RPTE for the many networking opportunities and CLE programs planned for the Chicago meeting!
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| | | 2009 MAY MEETING PHOTOS are available here. | |  | | | CLE HIGHLIGHTS | | LAST WEDNESDAY CLE TELECONFERENCE - JULY 29, 2009 - 1:00-2:30 PM (ET)
| | Partnership and Real Estate Workouts
What goes around comes around. Real estate values were up; now they are down. This presentation will discuss the issues that a practitioner must address when working out a troubled real estate project. The presentation will include a discussion of the new COD income deferral rules under section 108(i). | Click here to register >>
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Mark your Calendar for the Next "Last Wednesday" Teleconference August 26 , 2009 | | | | | PUBLICATIONS | | 
The ABA Section of Taxation NewsQuarterly is published four times a year to report on developments pertaining to taxation, Section news and meeting updates, and other information of professional interest to Tax Section members and other readers. | More >> | |
| |  The Tax Lawyer Vol. 62 No. 2 Winter 2009
The Tax Lawyer , the nation's premier, peer-reviewed tax law journal, is published quarterly as a service to its members by the ABA Section of
Taxation. | More >>
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| | Annual Reports on Important Developments
The Annual Reports track the key legislative regulations and rulings over the past year, as well as forecast upcoming developments in over 30 substantive areas of the tax law. As an exclusive membership benefit, view the 2008 reports as they become available. In addition to annual reports, this online index also includes interim updates presented by the committees at the Section's Fall, Midyear, and May Meetings.
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| |  State and Local Tax Lawyer 2007 Symposium Edition
In the field of state and local taxation, no other clause of—or silence within—the Constitution has as much significance as the Commerce Clause. It yields the fundamental limitations on state taxing power with which professionals in our field grapple daily—nexus, discrimination, and fair apportionment to name a few. This compilation of articles and essays presents analyses by preeminent authorities of not only the intricacies of these "day-to-day" issues, but also the theoretical underpinnings of Commerce Clause jurisprudence. The day-long program from which these pieces are adapted was held at Georgetown University Law Center on May 16th, 2007. Order now!
| | | | | NEW GOVERNMENT SUBMISSIONS | | The Tax Section routinely sends technical comments to federal agencies considering changes in tax regulations, revenue rulings, etc. Recent technical comment submissions include:
| | - ABA Section of Taxation & Section of Real Property, Trust and Estate Law Statement of Policy Regarding Reform of Federal Wealth Transfer Tax (07/09) | More >>
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| |  Government Submissions RSS News Feed ( What is RSS? ) | | | | | SECTION NEWS | | | PUBLIC SERVICE TAX FELLOWSHIPS - FINAL WEEK TO APPLY! | | This is the final week to submit an application for the Section’s Public Service Fellowships! Information about the Fellowships and how to apply is available online here ; the deadline is August 1, 2009 . Applicants selected for interviews will be invited to attend the Section’s meeting in Chicago, and asked to participate in interviews on September 26.
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| | | SECTION LEADERSHIP | | Council will vote on new Section leadership at the ABA Annual Meeting next week in Chicago. View the new slate of nominees here.
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| | | SECTION PRO BONO OPPORTUNITIES | | | Interested in hearing about local tax pro bono opportunities? Join the pro bono public listserv to automatically receive news about training events and volunteer opportunities. | |
| | NATIONAL PRO BONO CELEBRATION - OCTOBER 25-31, 2009
Sponsored by the ABA Standing Committee on Pro Bono and Public Service, the celebration is a coordinated national effort to showcase the great difference that pro bono lawyers make to the nation, its system of justice, its communities and, most of all, to the clients they serve. The week is also dedicated to the quest for more pro bono volunteers to meet the ever-growing legal needs of this country's most vulnerable citizens. | More >> | |
| | MESSAGE FROM A TAX SECTION SPONSOR | | EBIA ® Suite on Checkpoint ®
The EBIA Suite on Checkpoint provides access to eight topic-specific EBIA manuals, as well as the EBIA Weekly e-newsletter and a host of primary source material, all on Checkpoint. Try the EBIA Suite on Checkpoint at no cost for 30 days and get a sweet deal: sign up for your complimentary trial by July 31 st and we’ll send you a sweet candy dispenser filled with JellyBelly® candies. Go to http://ria.thomsonreuters.com/EBIAsuite to register now , contact your local Account Manager or call 1-800 - 950 - 1216 and mention code DC0409B100. | |  
The Tax & Accounting business of Thomson Reuters, and West, a Thomson Reuters business, together are a primary sponsor of the ABA Section of Taxation. | | | | | SPOTLIGHT ON COMMITTEES: | | | | | TAX ACCOUNTING
Focusing on tax accounting methods, the Tax Accounting Committee committee examines the many issues that affect the timing of income and expense recognition, including capitalization of tangible assets, valuation of inventory, recognition of inventoriable costs, and the methods for such income and expense recognition. Other issues of interest include utility tax matters, research credit and the alternative minimum tax.
Additional Committee Information:
Listserv: Tax-FORMPOLICY@mail.abanet.org
Chair - Carol Conjura | Last Retiring Chair - Jody J Brewster
Members : 169 | Subcommittees: 11
2009 Fall Meeting Spotlight
Click here to join the Tax Accounting Committee | |
| | INVESTMENT MANAGEMENT*
(*formerly Investment Companies)
With responsibility for issues involving mutual funds and investment partnerships, the Investment Management Committee focuses on federal and state taxation of mutual funds, closed-end funds, investment partnerships (hedge funds) and tiered investment structures involving investment companies. Members also look at the taxation of investments held by investment companies and taxation of the investors in those companies.
Additional Committee Information:
Listserv: Tax-FORMPOLICY@mail.abanet.org
Chair - Deanna J Flores | Last Retiring Chair - Catherine L Heron
Members: 125 | Subcommittees: 4
2009 Fall Meeting Spotlight
Click here to join the Investment Management Committee | |
To order additional audio tapes from previous Section committee meetings, contact Digital Conference Providers at 630 - 963 - 8311 or https://www.dcporder.com/abatx/ | | | | | JOINT COMMITTEE ON EMPLOYEE BENEFITS | |  The ABA Joint Committee on Employee Benefits (JCEB) coordinates the activities of the employee benefits committees of six sections . Those activities include CLE programs and annual meetings with federal agency officials that are reported as a series of questions and answers from each agency. For more information visit the JCEB website or email jceblserve@americanbar.org.
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| | Thoughtful Insights,
Useful Analysis  is an online resource, that provides current, high-level work product on the latest tax developments. You have instant access to cutting-edge planning and analysis developed by the nation's leading tax practitioners.
| | | | "Last Wednesday" Teleconference Partnership and Real Estate Workouts
July 29, 2009
1:00 – 2:30pm ET
Format: Webcast/Teleconference
ABA Annual Meeting July 30 - August 4, 2009 Hyatt Regency Chicago Chicago, IL Format: Live/In-Person
Joint Fall CLE Meeting September 24-26, 2009 Hyatt Regency Chicago, IL Format: Live/In-Person
ALI-ABA Course of Study: Consolidated Tax Return Regulations October 1-2, 2009 Hilton Washington Embassy Row Washington, DC Format: Live/In-Person
20th Annual Philadelphia Tax Conference November 19-20, 2009 Loews Philadelphia Hotel Philadelphia, PA Format: Live/In-Person
2010 Midyear Meeting Update
Please note that the date and location of the Section’s 2010 Midyear Meeting have changed. We will now be meeting at the Grand Hyatt Hotel in San Antonio, TX, January 21-23, 2010. | View Tax Calendar |
| | | The ABA Joint Committee on Employee Benefits (JCEB) coordinates the activities of the employee benefits committees of six ABA sections.
| 2009 Annual Meeting Co-Sponsored Employee Benefits Programs
July 30 - August 3, 2009
Chicago, IL
Format: Live/In-Person
Health Plans: The Changing Landscape August 1, 2009
Event Centrex, Swissotel Chicago, IL Format: Live/In-Person
The New Era of Retirement Plan Investments August 2, 2009
Event Centre, Swissotel Chicago, IL Format: Live/In-Person
20th Annual National Institute on Health and Welfare Benefit Plans: Responding to Change October 19-20, 2009 Arlington, VA Format: Live/In-Person
24th Annual National Institute on Compensation for Executives and Directors October 26-27, 2009 Location: TBD Format: Live/In-Person
19th Annual National Institute on ERISA Litigation November 16-17, 2009 Millennium Knickerbocker Hotel Chicago, IL Format: Live/In-Person | |
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