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 |
