2008 Joint Fall CLE Meeting

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2008 Joint Fall CLE Meeting, San Francisco, CA

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Committee Name
Program Material Title
Speaker/Author Name
Document ID Number
Administrative PracticeDeference to RegulationsChicoine, Robert J.
Colvin, John M.
547200809065
Administrative PracticeLMSB Update: The Industry Issue Focus Initiative - Managing & Resolving Tiered IssuesDesmond, Michael J.547200809091
Administrative PracticeSelected Recent Developments in Administrative PracticeJohnson, Kevin547200809101
Affiliated & Related CorporationsFinal Unified Loss RulesDubroff, Andrew547200809088
Affiliated & Related CorporationsPanel PowerPointGonzalez, Albert547200809104
Banking and Savings InstitutionsSelected Mark-to-Market, Character and Interest Expense Limitation Considerations in a Wayward EconomyCosta, Michael
Swiader, Michael
547200809086
Banking and Savings InstitutionsPanel PowerPointWheeler, Charles C.547200809106
Banking and Savings InstitutionsPanel PowerPointCook, Philip C.547200809105
Capital Recovery & LeasingTax Incentives for Solar EnergyReinstein, Todd B.547200809115
Civil and Criminal Tax PenaltiesReports of Subcommittees: Important Developments – Criminal PenaltiesBrackney, Megan L.547200809019
Civil and Criminal Tax PenaltiesInternational Audits-Current Enforcement Concerns and Common IssuesAstengo, Alan547200809034
Civil and Criminal Tax PenaltiesImportant Developments on Civil Penalties: May 2008 through August 2008Bowling, Julie
Cullinan, Thomas A.
547200809035
Civil and Criminal Tax PenaltiesPanel PowerPointComisky, Ian547200809077
Corporate TaxPanel PowerPointWilliams, Rose547200809118
Corporate TaxPanel PowerPointNacamuli, Audrey547200809116
Court Procedure and PracticePanel PowerPointNessler, Richard547200809094
Court Procedure and PracticeThe Burden of Proof in the Circuit Courts of AppealJones, Philip N.547200809010
Court Procedure and PracticeSummary of Current DevelopmentsPartain, Rachel547200809014
Court Procedure and PracticePanel PowerPointAllison, Mark547200809072
Employee BenefitsWrap Plans - Revisited, Revised and ResurrectedLewis, Stuart M.547200809001
Employee BenefitsSection 409A: A Nightmare of ComplexityUtz, John L.547200809015
Employee BenefitsSection 409A and SERPsSchwartz, Max J.547200809016
Employee BenefitsPlan Audits & DOL Enforcement ActivitiesDingwall, Ian547200809022
Employee BenefitsOverview of Final 403(B) Regulations – What You Need to Know and Do Before the End of 2008Abramowitz, Robert L.547200809026
Employee BenefitsLet’s Explore Rev Proc 2007-71Architect, Robert J.547200809029
Employee BenefitsEquity-based Awards Under Section 409AInce, George R. Jr.547200809042
Employee BenefitsEmployment Agreements - Section 409A Issue ListSerota, Susan P.547200809044
Employee BenefitsEBSA Update – Summer 2008Dingwall, Ian547200809050
Employee BenefitsDrafting Plans and Agreements in Light of 409A: Strategies and TacticsUtz, John L.547200809064
Employee BenefitsPanel PowerPointBanister, Eleanor547200809076
Employee Benefits: Section ProgramLandmark Genetic Nondiscrimination LegislationStember, Mark L.547200809030
Employee Benefits: Section ProgramImpact on Welfare Benefit Plans of Proposed EBSA Regulation on Reasonable Contracts or Arrangements Under Section 408(b) (2)Bianchi, Alden J.547200809036
Employee Benefits: Section ProgramEmployer-Sponsored Health Plans Under Non-Privacy Health Plan Provisions of HIPAAWatson, Roberta C.547200809045
Employee Benefits: Section ProgramMetropolitan Life v. GlennKushner, Michael G.547200809109
Employee Benefits: Section ProgramConflict of Interest in Claims Decisions – A Critical Analysis of MetLife v. GlennStember, Mark L.547200809054
Employment TaxesImportant DevelopmentsMeyerer, Thomas547200809090
Exempt OrganizationsChanging Standards for Exempt Organization Executive BenefitsDeJong, Ralph547200809112
Fiduciary Income TaxRecent Developments in Fiduciary Income TaxStern, Lisa M.547200809098
Fiduciary Income TaxPanel PowerPointFujimoto, Marcia K.
Keene, David
547200809096
Fiduciary Income TaxPartnership Interests Owned by Trusts and Estates: Understanding the Rules and Optimizing the OpportunitiesFujimoto, Marcia K.
Keene, David
547200809024
Fiduciary Income TaxNavigation Through Life SettlementsJensen, J. Alan547200809027
Fiduciary Income TaxInternational UpdateBasha, Leigh-Alexandra547200809033
Financial TransactionsPanel PowerPointGouwar, James A.547200809067
Financial TransactionsPanel PowerPointStevens, Matthew547200809069
Foreign Activities of US TaxpayersTax Consequences of the Declining Economy: Managing Gains & Losses Under Sections 267, 987 and 988Crispino, Paul
Golden, David
Lee, Rebecca E.
547200809059
Foreign Activities of US TaxpayersPanel PowerPointRosenberg, Rebecca I.547200809095
Individual and Family TaxationFederal & California Tax Issues for Non-Mainstream California CouplesTaggart, William A.547200809107
Individual and Family TaxationComparison of Senator Obama’s and Senator McCain’s Tax PlansViard, Alan547200809083
Individual and Family Taxation: Section ProgramRejecting Tax Exceptionalism in Judicial Deference and Administrative Procedure Act ComplianceHickman, Professor Kristen547200809021
Individual and Family Taxation: Section ProgramGeneral OutlineJohnson, Professor Steve547200809038
Individual and Family Taxation: Section ProgramCurrent and Emerging BattlegroundsJohnson, Professor Steve547200809053
Investment ManagementPanel PowerPointAlmquist, Joel D.547200809119
Investment ManagementPanel PowerPointRosier, Allison547200809117
Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE)The Trustee's Role in the Management of Business EntitiesBrew, Gerard G.547200809103
Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE)Conflicting Fiduciary Duties When Trusts and Estates Own Interests in Closely-Held BusinessesNaples, David M.547200809084
Joint: Closely Held Businesses (Tax), S Corporations (Tax) and Business Planning Group (RPTE)Aircraft Ownership: Tax & Legal ConsiderationsHarper, Marc
Jacob, Mark
547200809058
Joint: Closely Held Businesses (Tax), S Corporations (Tax) and Business Planning Group (RPTE)Current Developments In Federal Taxation of S CorporationsKirk, David H.547200809052
Joint: Closely Held Businesses (Tax), S Corporations (Tax) and Business Planning Group (RPTE)S Corporation Tax UpdateKirk, David H.547200809018
Joint: Closely Held Businesses (Tax), S Corporations (Tax) and Business Planning Group (RPTE)Appendix A Comparison of C Corporation ESOPs to S Corporation ESOPsKlein, William547200809080
Joint: Closely Held Businesses (Tax), S Corporations (Tax) and Business Planning Group (RPTE)Panel OutlineKlein, William547200809093
Joint: Diversity (Tax) and (PRTE)Estate Planning for the Baby Boomers: Will They Have Estates to Plan?Hess, Professor Amy Morris547200809087
Joint: Diversity (Tax) and (PRTE)Case Study: Planning for Multiple Generations - The Family of Robert and Regina RetiredHess, Professor Amy Morris547200809082
Joint: Diversity (Tax) and (PRTE)Panel OutlineLindsay-Ochoa, Elizabeth547200809062
Joint: Diversity Committee (Tax), Tax Practice Management (Tax) & Young Lawyers (Tax & RPTE)Excerpts from the 2007 NALP Foundation Attorney Attrition StudyGreenaway, Thomas547200809041
Joint: Diversity Committee (Tax), Tax Practice Management (Tax) & Young Lawyers (Tax & RPTE)Career Planning WorksheetMiller, Jill547200809111
Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE)International UpdateBasha, Leigh-Alexandra547200809033
Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE)Emerging Issues Under the Twin UPIAS: Uniform Prudent Investor Act (1994): Restatement (Third) of Trusts and Uniform Principal and Income Act (1997)Porter, Susan547200809063
Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE)When Things Don’t Go As Expected: 3 Case StudiesFeldman, Philip B.547200809003
Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE)What Every Estate Planner Needs to Know About Hedge FundsLee, Paul S.547200809004
Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE)Entering the Crescent of Enlightenment: A Quick Tour of Community Property''s Utopian WorldHayes, Philp547200809043
Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE)Current Developments in Estate PlanningCarter, Benjamin G.
Delich-Gould, Stacey
547200809085
Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE): Section ProgramWho Trumps Whom: When Can Taxpayers Ignore IRS Guidance?Cantrell, Carol547200809002
Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE)Uniform Prudent Management of Institutional Funds ActGary, Susan N.547200809005
Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE)UMIFA and UPMIFA: The Law of EndowmentsDryburgh, Erik547200809006
Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE)The Uniform Unincorporated Nonprofit Association Act – A Vast Improvement and A First Attempt at International CollaborationRunquist, Lisa A.547200809008
Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE)Supporting Organizations That Change Their StatusMcCoy, Jerry547200809012
Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE)Supporting Organizations and Other Entities (After the Pension Protection Act)Casteel, Stephanie547200809013
Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE)Is Mission Investing Prudent?Gary, Susan N.547200809031
Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE)FSP No. FAS 117-1, Endowments of Not-for-Profit OrganizationsThornton, Kelly547200809039
Low Income Taxpayer Clinic WorkshopBarriers that Representatives Face in EIC AuditsKensinger, Professor Dale547200809056
Low Income Taxpayer Clinic WorkshopEITC Audit Barriers and the Impact of Representation on EITC Audit OutcomesSlack, Eric D.547200809047
Low Income Taxpayer Clinic WorkshopIdentify Theft Can Steal The Show - IRS Efforts to Protect Taxpayer PrivacyWillis, Professor George547200809037
Low Income Taxpayer Clinic WorkshopDiscussion Points for EITC AuditsKensinger, Professor Dale547200809051
Low Income TaxpayersCollections Financial Standards ChangesSmith, Carlton M.547200809055
Low Income TaxpayersMilitary Tax UpdateSchimmel, Joseph Barry547200809092
Partnerships & LLCsTopic OutlineBanoff, Sheldon I.547200809007
Partnerships & LLCsEconomic Effect Rules and PIPGolub, Todd D.547200809049
Partnerships & LLCsPanel PowerPointBanoff, Sheldon I.547200809068
Partnerships & LLCsPanel PowerPointSchneider, Steven R.547200809070
Partnerships & LLCsAppendix I - Legal Effectiveness of Backdating for State Law Purposes: Formation IssuesBanoff, Sheldon I.547200809081
Pro BonoPanel Outline and MaterialsCopeland, Elizabeth A.547200809025
Real EstateNew Proposed Regulations Under Section 460 Provide Relief for Condo DevelopersGenz, Peter J.547200809108
Real EstateFree Money – Or Is It? The Taxation of Nonpartner Capital ContributionsKaplan, Eliot L.547200809040
Real EstatePanel PowerPointRubin, Blake D.547200809075
Real EstatePanel PowerPointSowell, James B.547200809079
Real EstateImportant DevelopmentsKeator, Todd D.547200809089
Real EstateRecourse or NonrecourseRubin, Blake D.547200809099
Sales, Exchanges & BasisSection 1031 Exchanges Involving Real Property: Why Should State Law Matter?Wilensky, Mark E.547200809100
Sales, Exchanges & BasisSales and Exchanges: Current DevelopmentsJensen, Erik547200809017
Sales, Exchanges & BasisEconomic Substance Doctrine - Not Just For Shelters AnymoreMcKenney, Paul L. B.547200809048
Sales, Exchanges & BasisTax Treatment of Business RecoveriesWood, Robert W.547200809102
Section Program: Employee BenefitsLandmark Genetic Nondiscrimination LegislationStember, Mark L.547200809030
Section Program: Employee BenefitsImpact on Welfare Benefit Plans of Proposed EBSA Regulation on Reasonable Contracts or Arrangements Under Section 408(b) (2)Bianchi, Alden J.547200809036
Section Program: Employee BenefitsEmployer-Sponsored Health Plans Under Non-Privacy Health Plan Provisions of HIPAAWatson, Roberta C.547200809045
Section Program: Employee BenefitsConflict of Interest in Claims Decisions – A Critical Analysis of MetLife v. GlennStember, Mark L.547200809054
Section Program: Employee BenefitsMetropolitan Life v. GlennKushner, Michael G.547200809109
Section Program: Estate and Gift Tax Committee, Income and Transfer Tax Planning Group (RPTE)Who Trumps Whom: When Can Taxpayers Ignore IRS Guidance?Cantrell, Carol547200809002
Section Program: Fiduciary Responsibility, Administration and Litigation Committee – Employee Benefit Plans and Other Compensation Arrangements Group (RPTE)Reporting & Disclosure of Fees for 401(k) and Other Plans – Coping with the New RegimeLoebl, Richard547200809020
Section Program: Fiduciary Responsibility, Administration and Litigation Committee – Employee Benefit Plans and Other Compensation Arrangements Group (RPTE)Emerging Standards: ERISA Service Contracting & Fee DisclosureKelly, Peter M.547200809046
Section Program: Individual and Family TaxationRejecting Tax Exceptionalism in Judicial Deference and Administrative Procedure Act ComplianceHickman, Professor Kristen547200809021
Section Program: Individual and Family TaxationGeneral OutlineJohnson, Professor Steve547200809038
Section Program: Individual and Family TaxationCurrent and Emerging BattlegroundsJohnson, Professor Steve547200809053
Section Program: Insurance and Financial Planning Committee - Non-Tax Estate Planning Considerations Group (RPTE)Panel PowerPointParker, Andrew
Parthemer, Mark R.
547200809071
Section Program: Plan Transactions and Terminations Committee – Employee Benefit Plans and Other Compensation Arrangements Group (RPTE)Panel PowerPointAshner, Harold547200809074
Section Program: Plan Transactions and Terminations Committee – Employee Benefit Plans and Other Compensation Arrangements Group (RPTE)PBGC OutlineEggeman, Jim547200809097
Section Program: Tax Litigation and Controversy Committee – Income & Transfer Tax Planning Group (RPTE) Estate and Gift Taxes and Fiduciary Income Tax Committees (Tax)McCord to Holman: Five Years of Value JudgmentsSpratt, James D.547200809028
Section Program: Teaching Taxation, Tax Practice Management, Task Force on Patenting Tax Strategies (Tax) and Real Property, Trust and Estate Law (RPTE)Patented Tax Strategies – Ethical Concerns for the Tax Lawyer and Estate PlannerLang, Michael B.547200809023
Section Program: Teaching Taxation, Tax Practice Management, Task Force on Patenting Tax Strategies (Tax) and Real Property, Trust and Estate Law (RPTE)Introduction to Tax Strategy PatentsAprill, Ellen P.547200809032
Section Program: USAFTT, FAUST, Transfer Pricing (TX) and Income & Transfer Tax Planning Group (RPTE)Panel PowerPointRubinger, Jeffrey547200809110
Standards of Tax PracticePanel OutlineRizek, Christopher S.547200809061
State and Local TaxesThe Economic Substance Doctrine in State and Local TaxationFaber, Peter547200809009
State and Local TaxesPanel PaperDlouhy, Francina
Gandhi, Lynn
Hedman, Sarah
Lard, Todd
547200809060
State and Local TaxesDebt Workouts and IRC §382: Could You Be Squeezed Between State and Federal Tax Laws?Meleney, Alex547200809066
Tax AccountingPanel PaperKay, Sharon547200809114
Transfer PricingPanel PowerPointLewis, Patricia G.547200809078
Transfer PricingPanel PowerPointWilliams, E. Miller547200809113
US Activities of Foreigners and Tax TreatiesTax Planning for International Entertainers and AthletesSczudlo, Paul A.547200809011
US Activities of Foreigners and Tax TreatiesArtists and Entertainers- A Subset unto Their OwnMolenaar, Dr. Dick547200809057
US Activities of Foreigners and Tax TreatiesPanel PowerPointGlicklich, Peter547200809073

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