2007 Joint Fall CLE Meeting

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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.


2007 Joint Fall CLE Meeting, Vancouver, BC

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Committee Name
Program Material Title
Speaker/Author Name
Document ID Number
Banking & Savings InstitutionsPowerPoint PresentationStevens, Matthew547200709048
Civil & Criminal Tax PenaltiesImportant Civil DevelopmentsRettig, Charles P.547200709027
Civil & Criminal Tax PenaltiesImportant Developments - CriminalCiraolo, Caroline D.547200709028
Civil & Criminal Tax PenaltiesNew Return Preparer Rules: Harsher Standards and Harsher Penalties Is It Time to Retire Early?Wollman, Diana547200709040
Civil & Criminal Tax PenaltiesSubcommittees Report: Legislative and Administrative DevelopmentsColvin, John M.547200709063
Closely Held Businesses (Tax) and Business Planning Group (PT)Conflicts and Ethical Issues in Planning With Family Business and Investment EntitiesSchumacher, Prof. Scott A.547200709014
Corporate TaxSatisfying the Active Business Requirement in a Spin-Off -- Part IICummings, Jack547200709056
Court Procedure and PracticeSummary of Current DevelopmentsPartain, Rachel547200709064
Employee BenefitsAutomatic Savings Savvy (PowerPoint)Banister, Eleanor
Harwick, Cheryl L.
Stewart, Gail W.
547200709010
Employee BenefitsERISA Fiduciary Provisions Affecting Vendor ContractsAndrioff, Joni L.547200709022
Employee BenefitsVendor Contracting -- A Primer On The "Dos" and "Don''ts" for Hiring Benefit Plan Service ProvidersUtz, John L.547200709074
Employee BenefitsVendor Contracting – Fiduciary Issues to Consider When Changing Benefit Plan Service Providers Including Blackout Periods and Revenue Sharing ArrangementsO'Hare, Bernard F.547200709075
Employee BenefitsVendor Contracting – Fiduciary Issues to Consider When Changing Benefit Plan Service Providers Including Blackout Periods and Revenue Sharing Arrangements PPTO'Hare, Bernard F.547200709076
Energy and Environmental TaxesAnother Day Older and Deeper in Debt: How Tax Incentives Encourage Burning Coal and the Consequences for Global WarmingMann, Prof. Roberta547200709008
Energy and Environmental TaxesCanadian Resource TaxationCalverley, Anne547200709011
Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT)50-state comparison of LLC legislationJetel, Amy P.547200709002
Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT)50-state comparison of LP legislationJetel, Amy P.547200709003
Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT)50-state comparison of Rule Against Perpetuities lawsJetel, Amy P.547200709004
Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT)Current Developments in Estate PlanningCarter, Benjamin
Delich-Gould, Stacey
547200709018
Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT)Panel Power Point PresentationJetel, Amy P.547200709045
Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT)State ''Decanting'' Statutes ChartPorter, Susan547200709061
Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT)What Every Estate Planner Needs to Know About the 409A Final RegulationsJansen, 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 USMason, Margaret H.547200709017
Exempt Organizations (Tax) and Charitable Planning & Organizations Group (PT)Donor Advised Funds and Supporting OrganizationsHoyt, Prof. Christopher R.547200709021
Fiduciary Income TaxCharities as Beneficiaries of Estates: How Should They Protect Their Interests?Katzenstein, Lawrence P.547200709012
Fiduciary Income TaxRecent Developments in Fiduciary Income TaxStern, Lisa M.547200709050
Fiduciary Income TaxSplit Dollar Life Insurance Funding: You Mean People Still Do That?Husbands, Joshua E.547200709060
Foreign Activities of US TaxpayersStructuring Outbound Private Equity Transactions: Emerging Issues and PitfallsGreenwald, Lewis J.
McKniff, Joseph
Sloan, Eric
547200709062
Foreign Activities of US TaxpayersTreaty Issues for Super-EntrepreneursChip, William W.547200709071
Investment CompaniesInverse FloatersCollinson, Dale S.547200709030
Joint: Diversity (TX & RPPT)Untying the Knot– Until Death and Taxes Do Us PartBay, Kathleen Ford547200709073
Joint: Diversity Committee and Young Lawyers Forum (Tax & RPPT)From Planting to Harvest: Marketing for AssociatesWolf, Allison547200709053
Low Income TaxpayersA Practical Look at Immigration Problems in West and South Texas as They Intersect With Federal Reporting and Filing RequirementsJohnson, Judy547200709006
Partnerships & LLCsU.S. Investment in Canada– Hybrids and Other VehiclesBotz, Peter
Soomer, Kalle
547200709072
PT: Elder Law, Disability Planning and Bioethics GroupPower of Attorney Hot Topics—American and Canadian PerspectivesWhitton, Linda S.547200709047
PT: Emotional & Psychological Issues in Estate Planning CommitteeGood Grief: What Trust and Estate Lawyers Should Know about Working With Clients and GriefBarber, Judy
Glober, Gary
547200709025
PT: Litigation, Ethics and Malpractice GroupMyths, Realities and Liabilities Under Modern Portfolio Theory And the Uniform Prudent Investor ActCampisi, Dominic J.547200709038
PT: Litigation, Ethics and Malpractice GroupTotal Return Trusts —A Decade of Progress, But Are We There Yet?Wolf, Robert B.547200709041
Real EstateDeal Points Panels: Drafting DROs after Hubert EnterprisesGolub, Todd D.
Whiteway, Andrea
547200709020
Real EstateREIT Customary Services IssuesGenz, Peter J.547200709051
RP Commercial Real Estate Transactions GroupPanel paperButtress, Larry
Franscona, Oliver E.
Schreck, Nelse T.
547200709044
RP Hospitality, Community Recreation and Common Interest Developments GroupHotel and Condotel Financing: Due Diligence and Document Checklists to Know What You Need to KnowGross, Owen P.547200709026
RP Leasing GroupNegotiating Specific Lease ClausesOsborne, Scott B.547200709039
RP Leasing GroupProperty InsuranceFeldman, Herbert H.547200709049
RP Real Estate Financing GroupLending to TIC Owners: The Trends, the Risks, the RewardsDavenport, Filicia547200709033
RP Residential, Multi-Family and Special Use GroupCreating an Age-Restricted Community: Overview of Housing for Older Persons Act of 1995Herrigel, David A.547200709015
RP Residential, Multi-Family and Special Use GroupWhat Can and Should be Said: Practical Issues in Implementing Age Restrictions under HOPADarrow, Philip H.547200709077
RP: Section ProgramChoice of Entity Ownership of Real Estate Including Cross Border InvestorsAppel, Alan I.
Hirschfeld, Michael
Keatinge, Robert R.
Lailey, Paul D.
547200709013
RP: Special Investors and Investment Structure GroupREIT Qualification RequirementsHowell, George C. III547200709052
S CorporationsTaxable Income of an S CorporationAnderson, Kevin
Hill, Kristin
547200709068
Sales, Exchanges and BasisCurrent Developments in Like-Kind ExchangesShechtman, David547200709019
Sales, Exchanges and BasisIs This Exchange Agreement OK to Sign? Sample ProvisionsShechtman, David547200709031
Sales, Exchanges and BasisLoan Modifications--Notice 2007-17Adelman, Charles M.
Biafore, Thomas
Kurzeja, Paul
Stevenson, Virginia
547200709034
Section Program: Asset Protection Planning Committee (PT)Advisor's Guide to Asset Protection PlanningLanga, Melissa547200709007
Section Program: Asset Protection Planning Committee (PT)Authorization of AgentLanga, Melissa547200709009
Section Program: Asset Protection Planning Committee (PT)Managing the Increasing Threat to Estate Planning Structures from Creditors, Predators & Ex-SpousesMata, Mario A.547200709036
Section Program: Asset Protection Planning Committee (PT)Managing the Increasing Threat to Estate Planning Structures from Creditors, Predators & Ex-SpousesWhite, Kalimah Z.547200709035
Section Program: Asset Protection Planning Committee (PT)Sample LetterLanga, Melissa547200709055
Section Program: Asset Protection Planning Committee (PT)Selecting an Offshore JurisdictionLanga, Melissa547200709059
Section Program: Asset Protection Planning Committee (PT)Swiss Annuities – As Good As Their Chocolate? Asset Protection, Estate Planning and Tax Deferral All In One BoxBove, Jr., Alexander A.547200709067
Section Program: Employee Benefits409A Restrictions on Nonqualified Deferred Compensation: 409A Final Regulations’ International RulesDouglas, Stephen
Hall, Russell E.
547200709001
Section Program: Employee BenefitsPanel PowerPointHall, 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 IssuesAkers, 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 ExposureAkers, 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 AssetsAltro, 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 BasicsMcCoy, 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 LawRice, David L.547200709024
Section Program: RP Residential, Multi-Family and Special Use GroupSupportive Housing as a Solution to HomelessnessAnand, Jasleen K.547200709066
Section Program: RP Residential, Multi-Family and Special Use GroupSupportive Housing as a Solution to HomelessnessSanders, Michael I.547200709065
Standards of Tax PracticeIssues Affecting a Lawyer Who is Advising a Client But Has No Financial Interest in the Patent and Other Related MattersLang, Michael B.547200709032
Standards of Tax PracticePanel MaterialsMichel, Scott D.547200709043
State & Local TaxesA National Overview of State and Local Tax Reform Efforts, Coupled to a Close Up Look at Michigan’s Single Business Tax ReplacementCline, Dr. Robert J.547200709005
State & Local TaxesPacific Northwest SALT HighlightsBarton, Gregg
Mahon, Bob
Young, Mike
547200709042
State & Local TaxesSALT & GST: Is the only thing they have in common is that they end in “T”?!Lipinski Galland, Stephanie Anne
Robertson, David
547200709054
Tax AccountingRecent Developments in the Area of Tax AccountingTowne, Gerald547200709079
Tax AccountingSection 6655: Final Corporate Estimated Tax RegulationsManousos, George547200709058
Tax AccountingTax Accounting Issues in Infrastructure TransactionsConjura, Carol547200709078
Transfer PricingMarketing Intangibles: “I Know It When I See It.”Gomes, A. Tracy
Martin, Mark R.
Stewart, Jennifer E.
547200709037
US Activities of Foreigners and Tax TreatiesThe “New” Section 897(h) - Foreign Investment in “Qualified Investment Entities"Rubinger, Jeffrey547200709069

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