2006 Fall Meeting

TaxIQ

Thoughtful Insights. Useful Analysis.
Section Meeting Materials Archive

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.


2006 Fall Meeting, Denver, CO

Return to Index Search Page
Committee NameProgram Material TitleSpeaker/Author Name

Document* ID Number

*Documents available to Section Members Only
Banking and Savings InstitutionsProp. 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 PartnershipsSalti, Rana H.
Business Planning Group (PT), Litigation and Controversy Group (PT), Closely Held Business (TX)Transfer Tax Issues Affecting Changes in EntityShaughnessy Jr, John R.
Civil and Criminal Tax PenaltiesAttorney-Client and Constitutional PrivilegesWilliams, Bradley L.
Closely Held Businesses; Business Planning GroupEstate Tax Planning for the Sale of Business InterestsForsberg, William S.
Closely Held Businesses; Business Planning GroupEstate Tax Planning for the Transfer of Business InterestsParker, Stephen E.
Closely Held Businesses; Business Planning GroupStructuring Ownership of Privately-Owned Businesses: Tax and Estate Planning ImplicationsGorin, Steven B.
Closely Held Businesses; Business Planning Group; Litigation and Controversy GroupMediation Statutes/Rules/Procedure ChartChar, Patricia H.
Closely Held Businesses; Business Planning Group; Litigation and Controversy GroupPractical Problems in Succession Planning for Small, Family Owned BusinessesRobida, J. Randolph
Commercial Real Estate Transactions Group RPRecent AIA Design-Build Changes from the Owner's PerspectiveKofron, John E.
Employee Benefit Plans and Other Compensation Arrangements Group PTWhen an Employee or Family Member Becomes Disabled: Helping Patients, Families & Their Employers CopeStamer, Cynthia Marcotte
Employee BenefitsApplication of SOX’s Professional Responsibility Rules to Corporate Employee Benefits PracticeToth, Robert
Employee BenefitsEmerging Ethical Considerations for Fiduciary LawyersOringer, Andrew
Employee BenefitsSummary of Provisions of the Pension Protection Act of 2006 Affecting Defined Benefit Plan Funding and Hybrid PlansBortz, Jason K.
Employee BenefitsTiming of Plan AmendmentsMercer, 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 EmployeesBianchi, 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 ActBianchi, Alden J.
Energy and Environmental TaxesMonetizing Production Tax Credits From Alternative and Renewable Energy ProjectsBurkett, Paul A.
Energy and Environmental TaxesThe Pool of Capital DoctrineSwiech, Robert A.
Energy and Environmental TaxesThe 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 UpdateAkers, Steve
Estate and Gift TaxesBasic GRAT Funding and Administration IssuesKronenberg, James
Estate and Gift TaxesCurrent Developments in Estate PlanningCarter, Eric J.
Estate and Gift TaxesEstate Tax LegislationAucutt, Ronald D.
Estate and Gift TaxesGRAT Planning - The BasicsHundley, Laura
Estate and Gift TaxesStructuring 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 TaxesThe Care and Feeding of GRATs – Enhancing GRAT Performance Through Careful Structuring, Investing and MonitoringMcCaffrey, Carlyn
Exempt OrganizationsCommunity Impact Oppotunities for Exempt OrganizationsSanders, Michael I.
Fiduciary Income TaxHolding Private Company Interests in TrustParthemer, Mark R.
Fiduciary Income TaxRecent Developments in Fiduciary Income TaxNewlon, Jeanne L.
Fiduciary Income TaxSelected Income Tax Issues of Interest to Estate PlannersAtlass, Theodore B.
Fiduciary Income TaxTrusts and Beneficiaries of Qualified Plans and Individual Retirement Arrangements: New DevelopmentsHolt, Marcia Chadwick
Foreign Activities of US TaxpayersMission Impossible III: Understanding Current Cross-Border M&A IssuesMajure, Kimberly
Foreign Activities of US TaxpayersMission Impossible III: Understanding Current Cross-Border M&A IssuesSurdell, Steven
Hospitality, Community Recreation and Common Interest Developments RPEthical Issues for Transactional LawyersGriesing, Francine Friedman
Hospitality, Community Recreation and Common Interest Developments RPRecent Events May Put the Brakes on Government Requests for Privilege Waivers in the Context of Corporate Criminal InvestigationsFandel, K. Michael
Income and Transfer Tax Planning Group PTGRATS – Unresolved Issues, Potential Pitfalls and Random ObservationsManigault, Edward M.
Income and Transfer Tax Planning Group PTHandling an IRS Estate or Gift Tax Audit and BeyondHodges, Charles E. II
Income and Transfer Tax Planning Group PTSummary of Selected Recent GST Tax Private Letter RulingsSalti, Rana H.
Income and Transfer Tax Planning Group PTThe New Era of the Hybrid TrustAnderson, Rozlyn L.
Individual and Family TaxationCLE Panel Presentation OutlineBrackney, Megan L.
Individual and Family TaxationCLE Panel Presentation OutlineCamp, Professor Bryan
Individual and Family TaxationCLE Panel Presentation OutlineRothenberg, Lance E.
Individual and Family TaxationCLE Panel Presentation OutlineSeto, Professor Theodore P.
Individual and Family TaxationFamily Tax PlanningSilberstein, Bill
Individual and Family TaxationTax Benefits ThreatenedSilberstein, Bill
Leasing RPBusiness Interruption Insurance (Including Business Income)Frome, Richard
Leasing RPDestruction, Casualty and Major ForcesWeisman, David
Leasing RPForce Majeure Clauses in LeasesFrome, Richard
Leasing RPIndemnification Provisions in Leases: What We Ask For and What Really MattersMoore, Marie A.
Partnerships & LLCsIdentifying Partners’ Interests in Partnership Profits and CapitalBanoff, Sheldon I.
Partnerships & LLCsIdentifying Partners’ Interests in Partnership Profits and CapitalCohen, Adam M.
Partnerships & LLCsIdentifying Partners’ Interests in Partnership Profits and CapitalSchneider, Steven R.
Partnerships & LLCsThe New Texas Margin Tax: (more than a marginal change to the Texas landscape)Ohlenforst, Cynthia M.
Plenary SessionPatenting Tax Planning MethodsGruner, Professor Richard
Real EstateConduit Loan DefeasanceCohen, Joshua A.
Real EstateConduit Loan DefeasanceShechtman, David
Real EstateStructuring Foreign Investments by U.S. REITSHowe, III, Joseph G.
Real Estate Financing Group RPThe New ALTA/ACSM Survey StandardsMarzullo, Jo-Ann
Real Estate Taxation and Governmental Incentives RPA 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 RPA 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 RPA 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 RPA 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 RPA 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 RPPricing the Equity of a Tax Credit Project: An Institutional Investor's PerspectiveHykan, Wayne H.
S CorporationsCorporation’s Status as an S Corporation Due Diligence ChecklistKugler, Paul
S CorporationsCorporation’s Status as an S Corporation Due Diligence ChecklistSullivan, Jeanne M.
S CorporationsOops, There Goes My S ElectionKugler, Paul
S CorporationsOops, There Goes My S ElectionLevitt, Ronald
S CorporationsOops, There Goes My S ElectionSullivan, Jeanne M.
S CorporationsOops, There Goes My S ElectionTruskowski, John
Sales, Exchanges and BasisReal Estate - Preserving Capital Gains, Dealer IssuesMasterson, Brian S.
Sales, Exchanges and BasisReal Estate - Preserving Capital Gains, Dealer IssuesTucker, Stefan E.
Section Program: Closely Held Businesses Committee; Business Planning Group; Employee Benefit Plans and Other Compensation Arrangements GroupImpact of § 409A Deferred Compensation Rules on Estate & Retirement Planning for Executives and Structuring the Sale or Business Succession of Closely Held BusinessesMacris, Michael
Section Program: Closely Held Businesses Committee; Business Planning Group; Employee Benefit Plans and Other Compensation Arrangements GroupThe Application of Section 409A to Separation Pay ArrangementsPalmieri, Frank
Section Program: Closely Held Businesses Committee; Business Planning Group; Employee Benefit Plans and Other Compensation Arrangements GroupTransfer of Family Business Interests: Finding the Sweet Spot between General Income Tax, Chapter 14, and Code § 409AGorin, Steven B.
Section Program: Employee BenefitsThe New Reality: The War on Deferred Compensation - How to Live with the New Section 409A RulesBaker, Pamela
Section Program: Foreclosures, Workouts and Bankruptcy (RP)Tenant Bankruptcies: Landlord’s Survival Kit Course MaterialsKuney, David R.
Section Program: Generation Skipping Transfers Committee (PT)Extensions of Time to Make Timely GST Exemption Allocaitons and Reverse QTIP ElectionsPlaine, Lloyd Leva
Section Program: Litigation and Controversy GroupDamages for Breach of Fiduciary DutyCampisi, Dominic J.
Section Program: Litigation and Controversy GroupMeasuring Damages in Fiduciary Litigation -- A Review of Decisions and TrendsSacks, Robert N.
Section Program: Litigation and Controversy Group (PT)Family Limited Partnerships: A Practical Guide to Fighting Legal PitfallsLoomis-Price, Stephanie
Section Program: Litigation and Controversy Group (PT)Family Limited Partnerships: A Practical Guide to Fighting Legal PitfallsMoorman, Hal
Standards of Tax PracticeDeterming the Disciplinary Sanction: What Factors Are Considered In Ethics EnforcementMuller, Charles
State and Local TaxesIncome and Franchise Tax DevelopmentsHull, R. Joe
Tax AccountingCapitalization of Costs for Tangible Property OutlineHubbard, Helen
Tax AccountingDomestic Manufacturing Deduction, Summary of Final RegulationsMacNeil, Ellen
Teaching TaxationWhen a Gift is Not a Gift: Property Transfers to Family CaregiversKaplan, Professor Richard L.
Wealth and Non-Tax Estate Planning Considerations (PT)Total Return Trusts – The BackgroundCline, Christopher
Wealth and Non-Tax Estate Planning Considerations PTThe Power to Adjust and Total-Return Unitrust Statutes: State Developments and Tax ConsiderationsNenno, Richard W.

Advertisement