Committee Name | Program Material Title | Speaker/Author Name | Document ID Number |
| Administrative Practice | Selected Recent Developments in Administrative Practice | Jennifer Breen | |
| Administrative Practice | Frequently Asked Questions | Fred F. Murray | |
| Administrative Practice | Parallel Civil and Criminal Tax Proceedings | Fred F. Murray | |
| Administrative Practice | Panel Materials | Gregory J. Gawlik | |
| Affiliated and Related Corporations | Panel Slides | Mark Schneider | 547200909124 |
| Affiliated and Related Corporations | Section 1.1502-36 -- Some remaining questions | Jeffrey Vogel | 547200909127 |
| Banking & Savings Institutions | History of Illinois Income Tax Apportionment Rules for Financial Organizations | Fred Ackerson | 547200909031 |
| Banking & Savings Institutions | Panel Materials | Debra Koenig | 547200909046 |
| Business Cooperatives & Agriculture | 2008 Farm Bill Outline | Andrew J. Nolan | 547200909118 |
| Capital Recovery & Leasing | Section 7701(e) Revisited: 25 Years Later is it a Service Contract or Lease? | William S. Dixon | 547200909139 |
| Civil & Criminal Tax Penalties | Important Developments - Criminal | Megan L. Brackney | 547200909035 |
| Civil & Criminal Tax Penalties | The Morning After... What you Need to Know About the FBAR and International Information Returns Including Defending Against and Litigating the Penalties | Caroline D. Ciraolo | 547200909094 |
| Civil & Criminal Tax Penalties | Back to the Future - Sentencing Under 18 U.S.C. § 3553(a) Factors | Herbert J. Hoelter | 547200909006 |
| Civil & Criminal Tax Penalties | Trying Complex Tax Cases To Lay Jurors | Gordon C. Rhea | 547200909097 |
| Civil & Criminal Tax Penalties | Sample Motion to Dismiss Superseding indictment and Decision on Motion to Dismiss | Josh O. Ungerman | 547200909083 |
| Corporate Tax | The Most Interesting Corporate Transactions of the Last Year | Jennifer M. Wolff | 547200909130 |
| Court Procedure and Practice | Atypical Statutes of Limitations Issues | Mark Allison, Matthew C. Hicks, and Henry Schneiderman | 547200909132 |
| Court Procedure and Practice | Erroneous Refund Suits | Robin L. Greenhouse | 547200909022 |
| Court Procedure and Practice | Yes, Even the IRS Gets it Wrong on Occasion: What to Do in the Event of a Wrongful Levy | Michael I. Horowitz | 547200909102 |
| Court Procedure and Practice | Freedom of Information Act: Does it Remain Useful in Tax Litigation? | Dianne C. Mehaney | 547200909027 |
| Court Procedure and Practice | Summary of Recent Developments | Rachel Partain | 547200909120 |
| Court Procedure and Practice | An Overview of Petitions for Declatory Judgment in the U.S. Tax Court | David R. Reid | 547200909003 |
| Court Procedure and Practice | IRS Authority to Issue John Doe Summonses Under IRC Section 7609(f) | Richard J. Sapinski | 547200909123 |
| Employee Benefits | Recent Health and Welfare Plan Changes | Andy R. Anderson | 547200909075 |
| Employee Benefits | Voluntary Corrections of Code Section 409A Operational Failures: IRS Notice 2008-113 and Beyond | Alden J. Bianchi | 547200909100 |
| Employee Benefits | Panel Outline Slides | Susan J. Daley | 547200909049 |
| Employee Benefits | Employee Benefits Guidance Released May - September 2009 | Kurt L.P. Lawson | 547200909021 |
| Employee Benefits | Guaranteed Income Investments for 401(k) Plans Income Tax and Fiduciary Issues | W. Waldan Lloyd | 547200909028 |
| Employee Benefits | Application of the Americans with Disabilities Act to Health Risk Assessments | Linda R. Mendel | 547200909005 |
| Employee Benefits | Impact of Recent Legislation on Cafeteria Plans | Linda R. Mendel | 547200909034 |
| Employee Benefits | Fiduciary Considerations | Andrée M. St. Martin | 547200909024 |
| Employee Benefits | Distributing Annuities from Defined Contribution Plans | Robert J. Toth, Jr. and
Robert W. Kistler | 547200909018 |
| Employee Benefits | HITECH Act | Roberta Casper Watson | 547200909127 |
| Employee Benefits | The New HIPAA: Penalties with Teeth | Roberta Casper Watson | 547200909095 |
| Employee Benefits | Practical Considerations for Making Global Equity Grants | Susan A. Wetzel | 547200909128 |
| Employee Benefits Subcommittee on Defined Benefit Plans | Recent PBGC Legislative and Regulatory Developments (September 1, 2008, to September 8, 2009) | Harold J. Ashner | 547200909076 |
| Employee Benefits Subcommittee on Defined Benefit Plans | PBGC Issues in a Troubled Economy | Terrence M. Deenen | 5470200909065 |
| Employee Benefits Subcommittee on Defined Contribution Plans | Panel Materials | Robert Miller | 547200909117 |
| Employee Benefits Subcommittee on Distributions | Roth Conversions: Let’s Do the Math | Michael S. Lee | 547200909080 |
| Employee Benefits Subcommittee on EEOC Issues/FMLA, Military and Other Leaves | HEART Act Questions Relating to Qualified Retirement Plans and Health Flexible Spending Account Plans | Thomas C. Graves and
Mary M. Potter | 547200909030 |
| Employee Benefits Subcommittee on Foreign and International Issues | FBAR Reporting Requirements | Andrew C. Liazos | 547200909113 |
| Employee Benefits Subcommittee on Mergers and Acquisitions | Determination Of Highly Compensated Employee In Year of Asset Acquisition | Robert Miller | 547200909017 |
| Employee Benefits Subcommittee on Mergers and Acquisitions | Concerns Regarding Pre-Participation Service Credit and Imputed Service | Susan A. Wetzel | 547200909011 |
| Employee Benefits Subcommittee on Mergers and Acquisitions | Flexible Spending Accounts in Asset Transactions | Jennifer M. Wolff | 547200909130 |
| Employee Benefits Subcommittee on Self Correction, Determination Letters and Other Administrative Practices | Qualified Plan Law Changes and Deadlines - Post GUST | Joy M. Mercer | 547200909069 |
| Employee Benefits Subcommittee on Self Correction, Determination Letters and Other Administrative Practices | Dealing with Late Amendments to Qualified Plans: Submission Process and Fee Summary under Revenue Procedure 2008-50 | Joy M. Mercer and
Thomas C. Farnam | 547200909015 |
| Employee Benefits Subcommittee on Self Correction, Determination Letters and Other Administrative Practices | Using VCP for Adopting Retroactive Amendments: When Do You File a Determination Letter with the VCP Application? | Joy M. Mercer | 547200909114 |
| Employee Benefits Subcommittee on Self Correction, Determination Letters and Other Administrative Practices | Amendments Due in 2009: Pension Protection Act Changes | Joy M. Mercer | 547200909002 |
| Employee Benefits Subcommittees on Executive Compensation, Federal Securities Laws Issues and Fringe Benefits | Revenue Ruling 2008-13 Discussion | Althea R. Day | 547200909079 |
| Employee Benefits Subcommittees on Executive Compensation, Federal Securities Laws Issues and Fringe Benefits | Clawback Discussion | Althea R. Day | 547200909010 |
| Employee Benefits Subcommittees on Executive Compensation, Federal Securities Laws Issues and Fringe Benefits | Stop Before You Swap: “Rescuing” Equity Compensation | Larry Schumer | 547200909090 |
| Employment Taxes | Important Developments (May - September, 2009) | Thomas H. Meyerer | 547200909115 |
| Employment Taxes | Recent Developments in Illinois Unemployment Insurance Law | Gregory J. Ramel | 547200909073 |
| Employment Taxes | Panel Outline | William Hays Weissman | 547200909048 |
| Energy & Environmental Taxes | Tax Issues Associated with Climate Change Legislation | Robert Gordon | 547200909108 |
| Energy & Environmental Taxes | Renewable Energy Project Tax Planning | Andrew W. Ratts | 547200909122 |
| Energy & Environmental Taxes | Tax Issues Associated with Climate Change Legislation | Robert M. Gordon,
Matthew P. Haskins, and James G. Rafferty | 547200909108 |
| Energy & Environmental Taxes | Panel Presentation | Todd Reinstein | 547200909052 |
| Exempt Organizations | Panel Materials | David Chernoff, Drew Porter, Celia Roady, and Robert A. Wexler | 547200909045 |
| Exempt Organizations | Section 501(c)(4) after Vision Service Plan | Robert W. Friz | 547200909086 |
| Exempt Organizations Subcommittees on Private Foundations, Unrelated Business Income and International Philanthropy | Structures for Raising Funds in the United States to Support Foreign Charities | Victoria B. Bjorklund | 547200909091 |
| Fiduciary Income Tax | The Top Thirty (or so) List of Both Personal and Business Insurance Planning Mistakes | Lawrence Brody and
Mary Ann Mancini | 547200909096 |
| Fiduciary Income Tax | New York and Connecticut Income Taxes on Trusts | Alvina H. Lo | 547200909040 |
| Fiduciary Income Tax | Planning to Minimize or Avoid State Income Taxes on Trusts | Richard W. Nenno | 547200909066 |
| Fiduciary Income Tax | Navigating Grantor Trust Issues Under Section 678: Before and After the Settlor's Death | Laura Peebles | 547200909039 |
| Fiduciary Income Tax | Illinois Income Taxation of Trusts | Rana Salti | 547200909033 |
| Fiduciary Income Tax | Recent Development in Fiduciary Income Tax | Judith K. Tobey | 547200909125 |
| Financial Products | Derivatives Regulation Tax Implications Slides | Viva Hammer | 547200909133 |
| Financial Products | Panel Slides | Richard Larkins, Mark Perwien, and Lucy Farr | 547200909136 |
| Foreign Activities of US Taxpayers | Panel Slides | Marc J. Gerson | 547200909058 |
| Individual & Family Income Tax | Hypothetical | H. Stow Lovejoy | 547200909032 |
| Individual & Family Income Tax | Panel PowerPoint | H. Stow Lovejoy | 547200909051 |
| Investment Management | Redemptions & Transfers of Partnership Interests | Andrew W. Needham | 547200909077 |
| Investment Management | Foreign Financial Account Reporting Developments - Form TD F 90-22.1 (aka the “FBAR”) | William P. Zimmerman | 547200909025 |
| Joint Section Lunch/Plenary Session | IRS Regulation of Tax Return Preparers | Helen M. Hubbard | 547200909037 |
| Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE) | Panel Presentation | Milford B. Hatcher | 547200909056 |
| Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE) | Panel Materials | Hugh F. Drake | 547200909043 |
| Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE) | Panel Presentation | William S. Forsberg and Douglas W. Stein | 547200909054 |
| Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE) | Panel Materials | Eric L. Green, Daniel H. McCarthy, and Gregory R. Wilson | 547200909047 |
| Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE) | Survey of Tax Developments of Importance to Closely-Held Businesses | Tye J. Kooster | 547200909092 |
| Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE) | You Got Me Into This, Now How Do I Get Out? Planning With Underwater Estate Planning Strategies | Edward F. Koren | 547200909103 |
| Joint: Exempt Organizations (TX) and Charitable Planning & Exempt Organization Group (RPTE) | What To Do With Underwater CRTs, CGAs And Foundations | Erik Dryburgh | 547200909101 |
| Joint: Exempt Organizations (TX) and Charitable Planning & Exempt Organization Group (RPTE) | Special Charitable Deduction Rules | Martin Hall | 547200909089 |
| Joint: Exempt Organizations (TX) and Charitable Planning & Exempt Organization Group (RPTE) | Uniform Prudent Management of Institutional Funds Act: Investing and Spending in a Post-UMIFA World | Carol G. Kroch | 547200909098 |
| Joint: Exempt Organizations (TX) and Charitable Planning & Exempt Organization Group (RPTE) | Effect of Financial Losses on Private Foundations | Janice E. Rodgers and Krupa D. Shah | 547200909020 |
| Joint: FAUST, Transfer Pricing and USAFTT | Current Developments in International Taxation | Jason S. Bazar | 547200905014 |
| Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX) | Selecting and Working with Appraisers | Ronald D. Aucutt | 547200909088 |
| Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX) | Estate Planning and Administration for S Corporations | Carol A. Cantrell | 547200909023 |
| Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX) | Valuation of S-Corporations | Carol A. Cantrell | 547200909099 |
| Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX) | Current Developments in Estate Planning | Benjamin C. Carter and Stacey Delich-Gould | 547200909107 |
| Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX) | Next Stop--The Tax Court | Lance S. Hall | 547200909112 |
| Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX) | Selected Estate Planning Thoughts for Sub-chapter S Corporation Shareholders | Lester B. Law | 547200909087 |
| Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX) | A Practical Guide to Private Aircraft for Private Clients | David P. Yoe, Richard A. Lang, and Thomas P. Ward | 547200909001 |
| Joint: Young Lawyers Forum & Diversity | Panel Slides | Kelley Miller | 547200909135 |
| Low Income Taxpayers | Panel Slides | Megan L. Brackney | 547200909061 |
| Low Income Taxpayers | Power of Attorney Issues | Keith Fogg | 547200909068 |
| Partnerships & LLCs | Panel Slides | Jennifer Alexander, Audrey Ellis, and Laura Fields | 547200905046 |
| Partnerships & LLCs | Panel PowerPoint | Steven Schneider | 547200909050 |
| Real Estate | Panel Slides | Cristina Arumi, David H. Schnabel, and David A. Miller | 547200909060 |
| Real Estate | Hot Topics in Real Estate | Steven Frost, Lana Kalickstein, and Wayne Pressgrove | 547200905121 |
| Real Estate | Current Tax Issues Relating to Structuring of Inbound Foreign Real Estate Investment | Peter J. Genz | 547200909013 |
| Real Estate | Foreign Investment in U.S. Real Estate | Michael Hirschfield, James M. Lowy, and Bahar Schippel | 547200909026 |
| Real Estate | Qualified Real Property Business Indebtedness – Current Financing Issues | Todd F. Maynes and Richard Blumenreich | 547200909070 |
| S Corporations | Panel Presentation | John S. Harper, Dana Lasley, and Thomas J. Phillips | 547200909053 |
| S Corporations | Post-Closing Tax Covenants Sample Clauses | John S. Harper, Dana Lasley, and Thomas J. Phillips | 547200909067 |
| S Corporations | Panel Presentation | Laura Howell Smith | 547200909055 |
| S Corporations | Important Developments in the Federal Income Taxation of S Corporations | Dana Lasley and John B. Truskowski | 547200909036 |
| S Corporations | Debt Workouts of S Corporations | Lee G. Zimet and Linda Hui | 547200909016 |
| Sales, Exchanges & Basis | Sales and Exchanges: Current Developments | Erik M. Jensen | 547200909082 |
| Sales, Exchanges & Basis | Sale or Surrender of Life Insurance Contracts | Erik M. Jensen, Todd D. Keator, and Stephen D. Hooe | 547200909081 |
| Sales, Exchanges & Basis | Current Developments in Like-Kind Exchanges | David Shechtman and Kelly E. Alton | 547200909012 |
| Sales, Exchanges & Basis | Capitalization of Direct and Indirect Costs in Real Estate Development | Mark Willensky | 547200909133 |
| Section Program: Estate & Gift Taxes and Fiduciary Income Tax | Understanding and Assessing an Appraisal Report | Lance Hall and Stephanie Loomis-Price | 547200909111 |
| Section Program: FOIA | Panel Slides | Ronald Buch, Jr. | 547200909106 |
| Section Program: Representing Pro Se Taxpayers at Tax Court Calendar Call | An Update on Innocent Spouse Claims | Elizabeth A. Copeland | 547200909004 |
| Section Program: Representing Pro Se Taxpayers at Tax Court Calendar Call | Head of Household, Child Tax Credit, Earned Income Credit, and Dependency Deduction Outline | Thomas Greenaway | 547200909109 |
| Section Program: Representing Pro Se Taxpayers at Tax Court Calendar Call | Substantiation Outline | Thomas Greenaway | 547200909110 |
| Section Program: The Need for Immediate Changes to Our Estate and Gift Tax Laws—Likely Changes and Planning Implications | The Need for Immediate Changes to Our Estate and Gift Tax Laws—Likely Changes and Planning Implications | Ronald D. Aucutt | 547200909104 |
| Standards of Tax Practice | Panel Materials | Linda M. Beale | 547200909042 |
| Standards of Tax Practice | Recent Developments and Decisions from the IRS' Office of Professional Responsibility | Laura L. Gavioli | 547200909071 |
| Standards of Tax Practice | Circular 230 - Ethics in Collections | Carol M. Luttati | 547200909008 |
| Standards of Tax Practice | Scenarios | Robert E. McKenzie | 547200909084 |
| Standards of Tax Practice | Panel Slides | Scott D. Michel | 547200909116 |
| Standards of Tax Practice | Circular 230: An In-house View on the Ethics of Opinion Writing | Louise Weingrod | 547200909009 |
| State & Local Taxes | Recent Developments in Apportionment of Non-Income Taxes | David A. Hughes | 547200909072 |
| State & Local Taxes | Panel Presentation and Discussion | Stephanie Anne Lipinski Galland, Lynn A. Gandhi, and David J. Shipley | 547200909057 |
| State & Local Taxes | Cutting Edge Nexus | John R. Shaugnessy, Jr., Robert D. Plattner, and David J. Shipley | 547200909014 |
| State & Local Taxes | H.R. 2110 - The Mobile Workforce State Income Tax Fairness and Simplification Act | Shirley Sicilian | 547200909029 |
| State & Local Taxes | Mobile Workforce Withholding Model Statute - Policy Checklist | Shirley Sicilian | 547200909038 |
| State & Local Taxes | Panel Slides | Shirley Sicilian | 547200909063 |
| Tax Accounting | Summary of Rev. Proc. 2009-39 | Collen O'Connor | 547200909119 |
| Tax Accounting | Panel Slides | Ellen McElroy | 547200909062 |
| Tax Accounting | Recent Developments in Tax Accounting Methods | Scott Rabinowitz | 547200909074 |
| Tax Exempt Financing | Section 265(b)(3)(G) | Wendy T. Salinas | 547200909085 |
| Tax Exempt Financing | Bond Enforcement and VCAP | Mark Scott | 547200909007 |
| Tax Practice Management | Tax Research Today: The Free, The Paid and the Most Effective | Professors Rosalie Sanderson and Ann F. Thomas | 547200909093 |
| Teaching Taxation | Normative Justifications for Food Excise Taxes | Katie Pratt | 547200909041 |
| Transfer Pricing | Update on US APA Program | Craig A. Sharon | 547200909142 |
| US Activities of Foreigners & Tax Treaties | Section 7874: Recent Developments | William S. Dixon | 547200909140 |
| Young Lawyers Forum (Tax & RPTE) | Domestic Tax Planning with Disregarded Entities: Paradise Found | Alice G. Abreu | 547200909019 |
| Young Lawyers Forum (Tax & RPTE) | Representing Taxpayers in Tax Court | Robert E. McKenzie | 547200909078 |
