Committee Name | Program Material Title | Speaker/Author Name | Document ID Number |
| Administrative Practice | Deference to Regulations | Chicoine, Robert J.
Colvin, John M. | 547200809065 |
| Administrative Practice | LMSB Update: The Industry Issue Focus Initiative - Managing & Resolving Tiered Issues | Desmond, Michael J. | 547200809091 |
| Administrative Practice | Selected Recent Developments in Administrative Practice | Johnson, Kevin | 547200809101 |
| Affiliated & Related Corporations | Final Unified Loss Rules | Dubroff, Andrew | 547200809088 |
| Affiliated & Related Corporations | Panel PowerPoint | Gonzalez, Albert | 547200809104 |
| Banking and Savings Institutions | Selected Mark-to-Market, Character and Interest Expense Limitation Considerations in a Wayward Economy | Costa, Michael
Swiader, Michael | 547200809086 |
| Banking and Savings Institutions | Panel PowerPoint | Wheeler, Charles C. | 547200809106 |
| Banking and Savings Institutions | Panel PowerPoint | Cook, Philip C. | 547200809105 |
| Capital Recovery & Leasing | Tax Incentives for Solar Energy | Reinstein, Todd B. | 547200809115 |
| Civil and Criminal Tax Penalties | Reports of Subcommittees: Important Developments – Criminal Penalties | Brackney, Megan L. | 547200809019 |
| Civil and Criminal Tax Penalties | International Audits-Current Enforcement Concerns and Common Issues | Astengo, Alan | 547200809034 |
| Civil and Criminal Tax Penalties | Important Developments on Civil Penalties: May 2008 through August 2008 | Bowling, Julie
Cullinan, Thomas A. | 547200809035 |
| Civil and Criminal Tax Penalties | Panel PowerPoint | Comisky, Ian | 547200809077 |
| Corporate Tax | Panel PowerPoint | Williams, Rose | 547200809118 |
| Corporate Tax | Panel PowerPoint | Nacamuli, Audrey | 547200809116 |
| Court Procedure and Practice | Panel PowerPoint | Nessler, Richard | 547200809094 |
| Court Procedure and Practice | The Burden of Proof in the Circuit Courts of Appeal | Jones, Philip N. | 547200809010 |
| Court Procedure and Practice | Summary of Current Developments | Partain, Rachel | 547200809014 |
| Court Procedure and Practice | Panel PowerPoint | Allison, Mark | 547200809072 |
| Employee Benefits | Wrap Plans - Revisited, Revised and Resurrected | Lewis, Stuart M. | 547200809001 |
| Employee Benefits | Section 409A: A Nightmare of Complexity | Utz, John L. | 547200809015 |
| Employee Benefits | Section 409A and SERPs | Schwartz, Max J. | 547200809016 |
| Employee Benefits | Plan Audits & DOL Enforcement Activities | Dingwall, Ian | 547200809022 |
| Employee Benefits | Overview of Final 403(B) Regulations – What You Need to Know and Do Before the End of 2008 | Abramowitz, Robert L. | 547200809026 |
| Employee Benefits | Let’s Explore Rev Proc 2007-71 | Architect, Robert J. | 547200809029 |
| Employee Benefits | Equity-based Awards Under Section 409A | Ince, George R. Jr. | 547200809042 |
| Employee Benefits | Employment Agreements - Section 409A Issue List | Serota, Susan P. | 547200809044 |
| Employee Benefits | EBSA Update – Summer 2008 | Dingwall, Ian | 547200809050 |
| Employee Benefits | Drafting Plans and Agreements in Light of 409A: Strategies and Tactics | Utz, John L. | 547200809064 |
| Employee Benefits | Panel PowerPoint | Banister, Eleanor | 547200809076 |
| Employee Benefits: Section Program | Landmark Genetic Nondiscrimination Legislation | Stember, Mark L. | 547200809030 |
| Employee Benefits: Section Program | Impact 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 Program | Employer-Sponsored Health Plans Under Non-Privacy Health Plan Provisions of HIPAA | Watson, Roberta C. | 547200809045 |
| Employee Benefits: Section Program | Metropolitan Life v. Glenn | Kushner, Michael G. | 547200809109 |
| Employee Benefits: Section Program | Conflict of Interest in Claims Decisions – A Critical Analysis of MetLife v. Glenn | Stember, Mark L. | 547200809054 |
| Employment Taxes | Important Developments | Meyerer, Thomas | 547200809090 |
| Exempt Organizations | Changing Standards for Exempt Organization Executive Benefits | DeJong, Ralph | 547200809112 |
| Fiduciary Income Tax | Recent Developments in Fiduciary Income Tax | Stern, Lisa M. | 547200809098 |
| Fiduciary Income Tax | Panel PowerPoint | Fujimoto, Marcia K.
Keene, David | 547200809096 |
| Fiduciary Income Tax | Partnership Interests Owned by Trusts and Estates: Understanding the Rules and Optimizing the Opportunities | Fujimoto, Marcia K.
Keene, David | 547200809024 |
| Fiduciary Income Tax | Navigation Through Life Settlements | Jensen, J. Alan | 547200809027 |
| Fiduciary Income Tax | International Update | Basha, Leigh-Alexandra | 547200809033 |
| Financial Transactions | Panel PowerPoint | Gouwar, James A. | 547200809067 |
| Financial Transactions | Panel PowerPoint | Stevens, Matthew | 547200809069 |
| Foreign Activities of US Taxpayers | Tax Consequences of the Declining Economy: Managing Gains & Losses Under Sections 267, 987 and 988 | Crispino, Paul
Golden, David
Lee, Rebecca E. | 547200809059 |
| Foreign Activities of US Taxpayers | Panel PowerPoint | Rosenberg, Rebecca I. | 547200809095 |
| Individual and Family Taxation | Federal & California Tax Issues for Non-Mainstream California Couples | Taggart, William A. | 547200809107 |
| Individual and Family Taxation | Comparison of Senator Obama’s and Senator McCain’s Tax Plans | Viard, Alan | 547200809083 |
| Individual and Family Taxation: Section Program | Rejecting Tax Exceptionalism in Judicial Deference and Administrative Procedure Act Compliance | Hickman, Professor Kristen | 547200809021 |
| Individual and Family Taxation: Section Program | General Outline | Johnson, Professor Steve | 547200809038 |
| Individual and Family Taxation: Section Program | Current and Emerging Battlegrounds | Johnson, Professor Steve | 547200809053 |
| Investment Management | Panel PowerPoint | Almquist, Joel D. | 547200809119 |
| Investment Management | Panel PowerPoint | Rosier, Allison | 547200809117 |
| Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE) | The Trustee's Role in the Management of Business Entities | Brew, 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 Businesses | Naples, David M. | 547200809084 |
| Joint: Closely Held Businesses (Tax), S Corporations (Tax) and Business Planning Group (RPTE) | Aircraft Ownership: Tax & Legal Considerations | Harper, Marc
Jacob, Mark | 547200809058 |
| Joint: Closely Held Businesses (Tax), S Corporations (Tax) and Business Planning Group (RPTE) | Current Developments In Federal Taxation of S Corporations | Kirk, David H. | 547200809052 |
| Joint: Closely Held Businesses (Tax), S Corporations (Tax) and Business Planning Group (RPTE) | S Corporation Tax Update | Kirk, 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 ESOPs | Klein, William | 547200809080 |
| Joint: Closely Held Businesses (Tax), S Corporations (Tax) and Business Planning Group (RPTE) | Panel Outline | Klein, William | 547200809093 |
| Joint: Diversity (Tax) and (PRTE) | Estate Planning for the Baby Boomers: Will They Have Estates to Plan? | Hess, Professor Amy Morris | 547200809087 |
| Joint: Diversity (Tax) and (PRTE) | Case Study: Planning for Multiple Generations - The Family of Robert and Regina Retired | Hess, Professor Amy Morris | 547200809082 |
| Joint: Diversity (Tax) and (PRTE) | Panel Outline | Lindsay-Ochoa, Elizabeth | 547200809062 |
| Joint: Diversity Committee (Tax), Tax Practice Management (Tax) & Young Lawyers (Tax & RPTE) | Excerpts from the 2007 NALP Foundation Attorney Attrition Study | Greenaway, Thomas | 547200809041 |
| Joint: Diversity Committee (Tax), Tax Practice Management (Tax) & Young Lawyers (Tax & RPTE) | Career Planning Worksheet | Miller, Jill | 547200809111 |
| Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE) | International Update | Basha, Leigh-Alexandra | 547200809033 |
| 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, Susan | 547200809063 |
| Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE) | When Things Don’t Go As Expected: 3 Case Studies | Feldman, Philip B. | 547200809003 |
| Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE) | What Every Estate Planner Needs to Know About Hedge Funds | Lee, 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 World | Hayes, Philp | 547200809043 |
| Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE) | Current Developments in Estate Planning | Carter, Benjamin G.
Delich-Gould, Stacey | 547200809085 |
| Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE): Section Program | Who Trumps Whom: When Can Taxpayers Ignore IRS Guidance? | Cantrell, Carol | 547200809002 |
| Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE) | Uniform Prudent Management of Institutional Funds Act | Gary, Susan N. | 547200809005 |
| Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE) | UMIFA and UPMIFA: The Law of Endowments | Dryburgh, Erik | 547200809006 |
| 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 Collaboration | Runquist, Lisa A. | 547200809008 |
| Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE) | Supporting Organizations That Change Their Status | McCoy, Jerry | 547200809012 |
| Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE) | Supporting Organizations and Other Entities (After the Pension Protection Act) | Casteel, Stephanie | 547200809013 |
| 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 Organizations | Thornton, Kelly | 547200809039 |
| Low Income Taxpayer Clinic Workshop | Barriers that Representatives Face in EIC Audits | Kensinger, Professor Dale | 547200809056 |
| Low Income Taxpayer Clinic Workshop | EITC Audit Barriers and the Impact of Representation on EITC Audit Outcomes | Slack, Eric D. | 547200809047 |
| Low Income Taxpayer Clinic Workshop | Identify Theft Can Steal The Show - IRS Efforts to Protect Taxpayer Privacy | Willis, Professor George | 547200809037 |
| Low Income Taxpayer Clinic Workshop | Discussion Points for EITC Audits | Kensinger, Professor Dale | 547200809051 |
| Low Income Taxpayers | Collections Financial Standards Changes | Smith, Carlton M. | 547200809055 |
| Low Income Taxpayers | Military Tax Update | Schimmel, Joseph Barry | 547200809092 |
| Partnerships & LLCs | Topic Outline | Banoff, Sheldon I. | 547200809007 |
| Partnerships & LLCs | Economic Effect Rules and PIP | Golub, Todd D. | 547200809049 |
| Partnerships & LLCs | Panel PowerPoint | Banoff, Sheldon I. | 547200809068 |
| Partnerships & LLCs | Panel PowerPoint | Schneider, Steven R. | 547200809070 |
| Partnerships & LLCs | Appendix I - Legal Effectiveness of Backdating for State Law Purposes: Formation Issues | Banoff, Sheldon I. | 547200809081 |
| Pro Bono | Panel Outline and Materials | Copeland, Elizabeth A. | 547200809025 |
| Real Estate | New Proposed Regulations Under Section 460 Provide Relief for Condo Developers | Genz, Peter J. | 547200809108 |
| Real Estate | Free Money – Or Is It? The Taxation of Nonpartner Capital Contributions | Kaplan, Eliot L. | 547200809040 |
| Real Estate | Panel PowerPoint | Rubin, Blake D. | 547200809075 |
| Real Estate | Panel PowerPoint | Sowell, James B. | 547200809079 |
| Real Estate | Important Developments | Keator, Todd D. | 547200809089 |
| Real Estate | Recourse or Nonrecourse | Rubin, Blake D. | 547200809099 |
| Sales, Exchanges & Basis | Section 1031 Exchanges Involving Real Property: Why Should State Law Matter? | Wilensky, Mark E. | 547200809100 |
| Sales, Exchanges & Basis | Sales and Exchanges: Current Developments | Jensen, Erik | 547200809017 |
| Sales, Exchanges & Basis | Economic Substance Doctrine - Not Just For Shelters Anymore | McKenney, Paul L. B. | 547200809048 |
| Sales, Exchanges & Basis | Tax Treatment of Business Recoveries | Wood, Robert W. | 547200809102 |
| Section Program: Employee Benefits | Landmark Genetic Nondiscrimination Legislation | Stember, Mark L. | 547200809030 |
| Section Program: Employee Benefits | Impact 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 Benefits | Employer-Sponsored Health Plans Under Non-Privacy Health Plan Provisions of HIPAA | Watson, Roberta C. | 547200809045 |
| Section Program: Employee Benefits | Conflict of Interest in Claims Decisions – A Critical Analysis of MetLife v. Glenn | Stember, Mark L. | 547200809054 |
| Section Program: Employee Benefits | Metropolitan Life v. Glenn | Kushner, 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, Carol | 547200809002 |
| 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 Regime | Loebl, Richard | 547200809020 |
| Section Program: Fiduciary Responsibility, Administration and Litigation Committee – Employee Benefit Plans and Other Compensation Arrangements Group (RPTE) | Emerging Standards: ERISA Service Contracting & Fee Disclosure | Kelly, Peter M. | 547200809046 |
| Section Program: Individual and Family Taxation | Rejecting Tax Exceptionalism in Judicial Deference and Administrative Procedure Act Compliance | Hickman, Professor Kristen | 547200809021 |
| Section Program: Individual and Family Taxation | General Outline | Johnson, Professor Steve | 547200809038 |
| Section Program: Individual and Family Taxation | Current and Emerging Battlegrounds | Johnson, Professor Steve | 547200809053 |
| Section Program: Insurance and Financial Planning Committee - Non-Tax Estate Planning Considerations Group (RPTE) | Panel PowerPoint | Parker, Andrew
Parthemer, Mark R. | 547200809071 |
| Section Program: Plan Transactions and Terminations Committee – Employee Benefit Plans and Other Compensation Arrangements Group (RPTE) | Panel PowerPoint | Ashner, Harold | 547200809074 |
| Section Program: Plan Transactions and Terminations Committee – Employee Benefit Plans and Other Compensation Arrangements Group (RPTE) | PBGC Outline | Eggeman, Jim | 547200809097 |
| 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 Judgments | Spratt, 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 Planner | Lang, 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 Patents | Aprill, Ellen P. | 547200809032 |
| Section Program: USAFTT, FAUST, Transfer Pricing (TX) and Income & Transfer Tax Planning Group (RPTE) | Panel PowerPoint | Rubinger, Jeffrey | 547200809110 |
| Standards of Tax Practice | Panel Outline | Rizek, Christopher S. | 547200809061 |
| State and Local Taxes | The Economic Substance Doctrine in State and Local Taxation | Faber, Peter | 547200809009 |
| State and Local Taxes | Panel Paper | Dlouhy, Francina
Gandhi, Lynn
Hedman, Sarah
Lard, Todd | 547200809060 |
| State and Local Taxes | Debt Workouts and IRC §382: Could You Be Squeezed Between State and Federal Tax Laws? | Meleney, Alex | 547200809066 |
| Tax Accounting | Panel Paper | Kay, Sharon | 547200809114 |
| Transfer Pricing | Panel PowerPoint | Lewis, Patricia G. | 547200809078 |
| Transfer Pricing | Panel PowerPoint | Williams, E. Miller | 547200809113 |
| US Activities of Foreigners and Tax Treaties | Tax Planning for International Entertainers and Athletes | Sczudlo, Paul A. | 547200809011 |
| US Activities of Foreigners and Tax Treaties | Artists and Entertainers- A Subset unto Their Own | Molenaar, Dr. Dick | 547200809057 |
| US Activities of Foreigners and Tax Treaties | Panel PowerPoint | Glicklich, Peter | 547200809073 |
