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Thousands of pages of cutting-edge committee program materials presented at Section of Taxation Meetings from May 1999 to the present are available to all Tax Section members in TaxIQ. These documents contain analysis of the latest federal tax policy, initiatives, regulations, legislative forecasts, and planning ideas developed by the country's leading tax attorneys and government officials. In addition, Tax Section books and government submissions can be viewed in the TaxIQ searchable database.

2004 Joint Fall CLE Meeting, Boston, MA

 
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Committee Name

Program Material Title

Speaker/Author Names

Document ID Number
Administrative PracticeSelected Developments in Administrative PracticeBernhardt, Brian C.
547200410050
Administrative PracticeSelected Developments in Administrative PracticeGawlik, Gregory J.547200410050
Administrative PracticeSelected Developments in Administrative PracticeHartford, James547200410050
Banking and Savings InstitutionsABA Panel on Financial Instrument ValuationRahl, Leslie547200410056
Business Cooperatives and AgricultureFarm Rental Income as Earnings for Self-Employment TaxNepple, James A.547200410026
Business Cooperatives and AgricultureOften Overlooked Documents in Estate Planning Power of Attorney for Individual Agricultural OwnersBerry, A. Franklin, Jr.547200410061
Capital Recovery and LeasingAn Update on Tangible Property Capitalization GuidanceMcElroy, Ellen547200410049
Civil and Criminal Tax PenaltiesAttorney-Client and Constitutional PrivilegesWilliams, Bradley L.547200410037
Civil and Criminal Tax PenaltiesImportant Criminal DevelopmentsShimick, Scott547200410040
Closely Held BusinessesAnalysis of Valuation Issues in McCord, Lappo, Perrachio, Green and Thompson Duncan, Cynthia A.547200410015
Closely Held BusinessesCurrent Issues in Tax EthicsShepard, Professor Ira B.547200410034
Closely Held BusinessesExecutive Compensation for Community BankersMilne, John H.547200410016
Closely Held BusinessesValuation from a Tax Lawyer's PerspectivePorter, John W.547200410017
Closely Held BusinessesValuation, Taxation and Planning Techniques for Sophisticated EstatesOliver, Robert P.547200410014
Corporate TaxBoot Distributions in ReorganizationsDivola, Julie A.547200410046
Court Procedure and PracticeThe Deliberative Process PrivilegeProbasco, Robert547200410053
Employee BenefitsChoosing a New Health Plan Design? Differences Among HRAs, HSAs, and FSAs Beyond the Basics and After the First Wave of GuidanceCowart, T. David547200410007
Employee BenefitsChoosing a New Health Plan Design? Differences Among HRAs, HSAs, and FSAs Beyond the Basics and After the First Wave of GuidanceCowart, Greta E.547200410007
Employee BenefitsCoordination with Other ToolsDuarte, Ken547200410008
Employee BenefitsEmployee Plans Team AuditTievsky, Seth547200410060
Employee BenefitsEmployer Sponsored Group Health Plan Changes in the Medicare Prescription Drug Improvement and Modernization Act of 2003 (Excluding Health Savings Accounts)Cowart, Greta E.547200410018
Employee BenefitsMajor Issues and ImpedimentsCampbell, Nancy K.547200410009
Employee BenefitsMedicare Reform, Health Savings Accounts and the Future of Consumer Directed Health CareBianchi, Alden J.547200410006
Employee BenefitsRemarks of Leonard J. Henzke, Jr., IRS Exempt Organizations Reviewer, Before the Employee Benefits Committee of the American Bar Association Taxation SectionHenzke, Len547200410052
Employment TaxesSelected Recent Developments—May 1 – September 28, 2004Leyden, Edward J.547200410051
Energy and Environmental TaxesThe Challenges of Permitting Wind Power in the NortheastWickersham, Jay547200410030
Energy and Environmental TaxesComponents of Oil and Gas Reserve ReportsHuddleston, Peter D.547200410045
Energy and Environmental TaxesLandfill Gas to Energy (LFGTE) ProjectsMessics, Mark C.547200410048
Energy and Environmental TaxesTax Incentives for Wind Power and the Sale of Landfill GasMilne, Professor Janet E.547200410029
Estate and Gift TaxesThe Anatomy of the New Federal Gift Tax Return, Including a Review of the Gift Tax Statute of Limitations, Gift Splitting Provisions and Proposed Regulations Regarding The Election Out of the Automatic Allocation of Generation-Skipping Transfer Tax Exemption

Zakin, Jennifer E.

547200410047
Estate and Gift TaxesThe Anatomy of the New Federal Gift Tax Return, Including a Review of the Gift Tax Statute of Limitations, Gift Splitting Provisions and Proposed Regulations Regarding The Election Out of the Automatic Allocation of Generation-Skipping Transfer Tax Exemption

Feder, Alyssa R.

547200410047
Estate and Gift TaxesThe Anatomy of the New Federal Gift Tax Return, Including a Review of the Gift Tax Statute of Limitations, Gift Splitting Provisions and Proposed Regulations Regarding The Election Out of the Automatic Allocation of Generation-Skipping Transfer Tax Exemption

Pratt, David

547200410047
Estate and Gift TaxesSelected Developments in Income, Estate, Gift and Generation-Skipping Transfer TaxBerek, David A.547200410028
Estate and Gift TaxesSelected Developments in Income, Estate, Gift and Generation-Skipping Transfer TaxStringer, Jennifer Schooley547200410028
Estate and Gift TaxesSelected Recent Cases Affecting Family Limited Partnerships and LLCsMezzullo, Louis A.547200410020
Estate and Gift TaxesSupporting Organizations: Do They Have Our SupportBostwick, Jarret547200410036
Estate and Gift TaxesSupporting Organizations: Do They Have Our SupportMerk, Melinda547200410036
Estate and Gift TaxesWaste Not Want Not—Creative Use of General Powers of Appointment to Fund Tax-Advantaged TrustsBerger, John F.547200410019
Estate & Gift Taxes; Fiduciary Income TaxRulings and Regulations (bibliography)Schneider, Pamela H.547200410031
Exempt OrganizationsEthics, Privilege, and Circular 230 in the EO PracticeClark, Michael A.547200410044
Exempt OrganizationsEthics, Privilege, and Circular 230 in the EO PracticeFranklin, Jennifer L.547200410044
Exempt OrganizationsEthics, Privilege, and Circular 230 in the EO PracticeMcKenzie, Robert E.547200410044
Exempt OrganizationsThe Pros and Cons of Donor Advised Funds As Alternatives to Private FoundationsBjorklund, Victoria547200410012
Fiduciary Income TaxClearing a Path Through the Ethical Minefield of UPL, MJP and Estate Planning for Migrant ClientsKromash, Keith S.547200410021
Fiduciary Income TaxRecent Developments in Fiduciary Income Tax: May 8, 2004—September 30, 2004Newlon, Jeanne L.547200410035
Fiduciary Income TaxTax Planning for Inbound Nonresident AliensSanborn, Von547200410038
Fiduciary Income TaxTax Planning for Inbound Nonresident AliensWareh, Rashad547200410038
Financial TransactionsIncome Deposit SecuritiesFarr, Lucy547200410058
Foreign Activities of US TaxpayersIndividual Residency, Expatriation and Trust IssuesBarg, Stanley A.547200410032
Foreign Activities of US TaxpayersSummary of Differences Between U.S. Estate & Gift Taxation in Domestic vs. International SettingsKirsch, Professor Michael S.547200410033
Foreign Lawyers Forum; Real EstateCutting Edge Trends in Foreign Real Estate Investment: Use of Non-US REITs and Other Investment VehiclesPetersen, Andrew547200410004
Foreign Lawyers Forum; Real EstateProperty Investment Funds—A Realty Opportunity? Part IPetersen, Andrew547200410002
Foreign Lawyers Forum; Real EstateProperty Investment Funds—A Realty Opportunity? Part IIPetersen, Andrew547200410003
Foreign Lawyers Forum; Real EstateReal Estate Investment TrustsBernstein, Jack547200410005
Foreign Lawyers Forum; Real EstateReal Estate Investment TrustsWorndl, Barbara J.547200410005
Individual Income TaxCamp's Basic Primer on Tax Summons LawCamp, Professor Bryan T.547200410055
Joint Section Plenary SessionThe Future of the Federal Wealth Transfer Tax System: Reform or Repeal?Belcher, Dennis I.547200410013
Partnerships and LLCsDisguised Sales of Partnership InterestsCuff, Terence F.547200410022
Partnerships and LLCsFLP Valuation Issues Other Than for Section 2036Akers, Stephen R.547200410043
Partnerships and LLCsHot Topics in PartnershipsMaxfield, John547200410023
Partnerships and LLCsPartnership RealignmentsBanoff, Sheldon I.547200410024
Partnerships and LLCsPartnership RealignmentsCohen, Adam M.547200410024
Partnerships and LLCsWhat's New in Family Limited PartnershipsAkers, Stephen R.547200410059
Partnerships and LLCsWhat's New in Family Limited PartnershipsKeen, Victor547200410059
Partnerships and LLCsWhat's New in Family Limited PartnershipsLofgren, Norman A.547200410059
Real EstateConservation Easements: The RulesSmall, Stephen J.547200410054
Real EstatePlanning Techniques for Housing CooperativesMiller, Michael J.547200410057
Real EstatePlanning Techniques for Housing CooperativesSolarz, Alan H.
547200410057
Real EstatePlanning Techniques for Housing CooperativesStechel, Ira B.547200410057
S CorporationsSubchapter S Stock Lifetime Gifting, Discounting and Formula GiftingGreenberg, Richard H.547200410025
Sales, Exchanges & BasisAdvanced Issues Under Code Section 1031Grekin, Nancy N.547200410001
Sales, Exchanges & BasisAdvanced Issues Under Code Section 1031Platner, Ronold P.547200410001
Sales, Exchanges & BasisCurrent Developments (Other Than for Like-Kind Exchanges)Jensen, Professor Erik M.547200410027
Sales, Exchanges & BasisEvaluating the Factors Used to Identify Real Estate Held as a Capital AssetPlatner, Ronold P.547200410011
Sales, Exchanges & BasisMaximizing Capital Gain in Sales of Real PropertyMcKenney, Paul L.B.547200410010
Sales, Exchanges & BasisThe Tax Treatment of Acquired Contingent LiabilitiesReinstein, Todd B.547200410039
Sales, Exchanges & BasisThe Tax Treatment of Acquired Contingent LiabilitiesStevenson, Virginia Leggett547200410039
State and Local TaxesAn Introduction to Real Estate-Related State and Local Tax IncentivesLohman, Janette M.547200410041
Transfer PricingBuy-Ins, DCF, and TINSTAAFLFrisch, Dan547200410042

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