2009 Joint Fall CLE Meeting

TaxIQ

Thoughtful Insights. Useful Analysis.
Section Meeting Materials Archive

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.


2009 Joint Fall CLE Meeting, Chicago, IL Return to Index Search Page
Committee Name
Program Material Title
Speaker/Author Name
Document ID Number
Administrative PracticeSelected Recent Developments in Administrative PracticeJennifer Breen
547200909041
Administrative PracticeFrequently Asked QuestionsFred F. Murray
547200909035
Administrative PracticeParallel Civil and Criminal Tax ProceedingsFred F. Murray
547200909037
Administrative PracticePanel MaterialsGregory J. Gawlik
547200909044
Affiliated and Related CorporationsPanel SlidesMark Schneider547200909124
Affiliated and Related CorporationsSection 1.1502-36 -- Some remaining questionsJeffrey Vogel547200909127
Banking & Savings InstitutionsHistory of Illinois Income Tax Apportionment Rules for Financial OrganizationsFred Ackerson547200909031
Banking & Savings InstitutionsPanel MaterialsDebra Koenig547200909046
Business Cooperatives & Agriculture2008 Farm Bill OutlineAndrew J. Nolan547200909118
Capital Recovery & LeasingSection 7701(e) Revisited: 25 Years Later is it a Service Contract or Lease?William S. Dixon547200909139
Civil & Criminal Tax PenaltiesImportant Developments - CriminalMegan L. Brackney547200909035
Civil & Criminal Tax PenaltiesThe Morning After... What you Need to Know About the FBAR and International Information Returns Including Defending Against and Litigating the PenaltiesCaroline D. Ciraolo547200909094
Civil & Criminal Tax PenaltiesBack to the Future - Sentencing Under 18 U.S.C. § 3553(a) FactorsHerbert J. Hoelter547200909006
Civil & Criminal Tax PenaltiesTrying Complex Tax Cases To Lay JurorsGordon C. Rhea547200909097
Civil & Criminal Tax PenaltiesSample Motion to Dismiss Superseding indictment and Decision on Motion to DismissJosh O. Ungerman547200909083
Corporate TaxThe Most Interesting Corporate Transactions of the Last YearJennifer M. Wolff547200909130
Court Procedure and PracticeAtypical Statutes of Limitations IssuesMark Allison, Matthew C. Hicks, and Henry Schneiderman547200909132
Court Procedure and PracticeErroneous Refund SuitsRobin L. Greenhouse547200909022
Court Procedure and PracticeYes, Even the IRS Gets it Wrong on Occasion: What to Do in the Event of a Wrongful LevyMichael I. Horowitz547200909102
Court Procedure and PracticeFreedom of Information Act: Does it Remain Useful in Tax Litigation?Dianne C. Mehaney547200909027
Court Procedure and PracticeSummary of Recent DevelopmentsRachel Partain547200909120
Court Procedure and PracticeAn Overview of Petitions for Declatory Judgment in the U.S. Tax CourtDavid R. Reid547200909003
Court Procedure and PracticeIRS Authority to Issue John Doe Summonses Under IRC Section 7609(f)Richard J. Sapinski547200909123
Employee BenefitsRecent Health and Welfare Plan ChangesAndy R. Anderson547200909075
Employee BenefitsVoluntary Corrections of Code Section 409A Operational Failures: IRS Notice 2008-113 and BeyondAlden J. Bianchi547200909100
Employee BenefitsPanel Outline SlidesSusan J. Daley547200909049
Employee BenefitsEmployee Benefits Guidance Released May - September 2009Kurt L.P. Lawson547200909021
Employee BenefitsGuaranteed Income Investments for 401(k) Plans Income Tax and Fiduciary IssuesW. Waldan Lloyd547200909028
Employee BenefitsApplication of the Americans with Disabilities Act to Health Risk AssessmentsLinda R. Mendel547200909005
Employee BenefitsImpact of Recent Legislation on Cafeteria PlansLinda R. Mendel547200909034
Employee BenefitsFiduciary ConsiderationsAndrée M. St. Martin547200909024
Employee BenefitsDistributing Annuities from Defined Contribution PlansRobert J. Toth, Jr. and
Robert W. Kistler
547200909018
Employee BenefitsHITECH ActRoberta Casper Watson547200909127
Employee BenefitsThe New HIPAA: Penalties with TeethRoberta Casper Watson547200909095
Employee BenefitsPractical Considerations for Making Global Equity GrantsSusan A. Wetzel547200909128
Employee Benefits Subcommittee on Defined Benefit PlansRecent PBGC Legislative and Regulatory Developments (September 1, 2008, to September 8, 2009)Harold J. Ashner547200909076
Employee Benefits Subcommittee on Defined Benefit PlansPBGC Issues in a Troubled EconomyTerrence M. Deenen5470200909065
Employee Benefits Subcommittee on Defined Contribution PlansPanel MaterialsRobert Miller547200909117
Employee Benefits Subcommittee on DistributionsRoth Conversions: Let’s Do the MathMichael S. Lee547200909080
Employee Benefits Subcommittee on EEOC Issues/FMLA, Military and Other LeavesHEART Act Questions Relating to Qualified Retirement Plans and Health Flexible Spending Account PlansThomas C. Graves and
Mary M. Potter
547200909030
Employee Benefits Subcommittee on Foreign and International IssuesFBAR Reporting RequirementsAndrew C. Liazos547200909113
Employee Benefits Subcommittee on Mergers and AcquisitionsDetermination Of Highly Compensated Employee In Year of Asset AcquisitionRobert Miller547200909017
Employee Benefits Subcommittee on Mergers and AcquisitionsConcerns Regarding Pre-Participation Service Credit and Imputed ServiceSusan A. Wetzel547200909011
Employee Benefits Subcommittee on Mergers and AcquisitionsFlexible Spending Accounts in Asset TransactionsJennifer M. Wolff547200909130
Employee Benefits Subcommittee on Self Correction, Determination Letters and Other Administrative PracticesQualified Plan Law Changes and Deadlines - Post GUSTJoy M. Mercer547200909069
Employee Benefits Subcommittee on Self Correction, Determination Letters and Other Administrative PracticesDealing with Late Amendments to Qualified Plans: Submission Process and Fee Summary under Revenue Procedure 2008-50Joy M. Mercer and
Thomas C. Farnam
547200909015
Employee Benefits Subcommittee on Self Correction, Determination Letters and Other Administrative PracticesUsing VCP for Adopting Retroactive Amendments: When Do You File a Determination Letter with the VCP Application?Joy M. Mercer547200909114
Employee Benefits Subcommittee on Self Correction, Determination Letters and Other Administrative PracticesAmendments Due in 2009: Pension Protection Act ChangesJoy M. Mercer547200909002
Employee Benefits Subcommittees on Executive Compensation, Federal Securities Laws Issues and Fringe BenefitsRevenue Ruling 2008-13 DiscussionAlthea R. Day547200909079
Employee Benefits Subcommittees on Executive Compensation, Federal Securities Laws Issues and Fringe BenefitsClawback DiscussionAlthea R. Day547200909010
Employee Benefits Subcommittees on Executive Compensation, Federal Securities Laws Issues and Fringe BenefitsStop Before You Swap: “Rescuing” Equity CompensationLarry Schumer547200909090
Employment TaxesImportant Developments (May - September, 2009)Thomas H. Meyerer547200909115
Employment TaxesRecent Developments in Illinois Unemployment Insurance LawGregory J. Ramel547200909073
Employment TaxesPanel OutlineWilliam Hays Weissman547200909048
Energy & Environmental TaxesTax Issues Associated with Climate Change LegislationRobert Gordon547200909108
Energy & Environmental TaxesRenewable Energy Project Tax PlanningAndrew W. Ratts547200909122
Energy & Environmental TaxesTax Issues Associated with Climate Change LegislationRobert M. Gordon,
Matthew P. Haskins, and James G. Rafferty
547200909108
Energy & Environmental TaxesPanel PresentationTodd Reinstein547200909052
Exempt OrganizationsPanel MaterialsDavid Chernoff, Drew Porter, Celia Roady, and Robert A. Wexler547200909045
Exempt OrganizationsSection 501(c)(4) after Vision Service PlanRobert W. Friz547200909086
Exempt Organizations Subcommittees on Private Foundations, Unrelated Business Income and International PhilanthropyStructures for Raising Funds in the United States to Support Foreign CharitiesVictoria B. Bjorklund547200909091
Fiduciary Income TaxThe Top Thirty (or so) List of Both Personal and Business Insurance Planning MistakesLawrence Brody and
Mary Ann Mancini
547200909096
Fiduciary Income TaxNew York and Connecticut Income Taxes on TrustsAlvina H. Lo547200909040
Fiduciary Income TaxPlanning to Minimize or Avoid State Income Taxes on TrustsRichard W. Nenno547200909066
Fiduciary Income TaxNavigating Grantor Trust Issues Under Section 678: Before and After the Settlor's DeathLaura Peebles547200909039
Fiduciary Income TaxIllinois Income Taxation of TrustsRana Salti547200909033
Fiduciary Income TaxRecent Development in Fiduciary Income TaxJudith K. Tobey547200909125
Financial ProductsDerivatives Regulation Tax Implications SlidesViva Hammer547200909133
Financial ProductsPanel SlidesRichard Larkins, Mark Perwien, and Lucy Farr547200909136
Foreign Activities of US TaxpayersPanel SlidesMarc J. Gerson547200909058
Individual & Family Income TaxHypotheticalH. Stow Lovejoy547200909032
Individual & Family Income TaxPanel PowerPointH. Stow Lovejoy547200909051
Investment ManagementRedemptions & Transfers of Partnership InterestsAndrew W. Needham547200909077
Investment ManagementForeign Financial Account Reporting Developments - Form TD F 90-22.1 (aka the “FBAR”)William P. Zimmerman547200909025
Joint Section Lunch/Plenary SessionIRS Regulation of Tax Return PreparersHelen M. Hubbard547200909037
Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE)Panel PresentationMilford B. Hatcher547200909056
Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE)Panel MaterialsHugh F. Drake547200909043
Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE)Panel PresentationWilliam S. Forsberg and Douglas W. Stein547200909054
Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE)Panel MaterialsEric L. Green, Daniel H. McCarthy, and Gregory R. Wilson547200909047
Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE)Survey of Tax Developments of Importance to Closely-Held BusinessesTye J. Kooster547200909092
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 StrategiesEdward F. Koren547200909103
Joint: Exempt Organizations (TX) and Charitable Planning & Exempt Organization Group (RPTE)What To Do With Underwater CRTs, CGAs And FoundationsErik Dryburgh547200909101
Joint: Exempt Organizations (TX) and Charitable Planning & Exempt Organization Group (RPTE)Special Charitable Deduction RulesMartin Hall547200909089
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 WorldCarol G. Kroch547200909098
Joint: Exempt Organizations (TX) and Charitable Planning & Exempt Organization Group (RPTE)Effect of Financial Losses on Private FoundationsJanice E. Rodgers and Krupa D. Shah547200909020
Joint: FAUST, Transfer Pricing and USAFTTCurrent Developments in International TaxationJason S. Bazar547200905014
Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX)Selecting and Working with AppraisersRonald D. Aucutt547200909088
Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX)Estate Planning and Administration for S CorporationsCarol A. Cantrell547200909023
Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX)Valuation of S-CorporationsCarol A. Cantrell547200909099
Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX)Current Developments in Estate PlanningBenjamin C. Carter and Stacey Delich-Gould547200909107
Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX)Next Stop--The Tax CourtLance S. Hall547200909112
Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX)Selected Estate Planning Thoughts for Sub-chapter S Corporation ShareholdersLester B. Law547200909087
Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX)A Practical Guide to Private Aircraft for Private ClientsDavid P. Yoe, Richard A. Lang, and Thomas P. Ward547200909001
Joint: Young Lawyers Forum & DiversityPanel SlidesKelley Miller547200909135
Low Income TaxpayersPanel SlidesMegan L. Brackney547200909061
Low Income TaxpayersPower of Attorney IssuesKeith Fogg547200909068
Partnerships & LLCsPanel SlidesJennifer Alexander, Audrey Ellis, and Laura Fields547200905046
Partnerships & LLCsPanel PowerPointSteven Schneider547200909050
Real EstatePanel SlidesCristina Arumi, David H. Schnabel, and David A. Miller547200909060
Real EstateHot Topics in Real EstateSteven Frost, Lana Kalickstein, and Wayne Pressgrove547200905121
Real EstateCurrent Tax Issues Relating to Structuring of Inbound Foreign Real Estate InvestmentPeter J. Genz547200909013
Real EstateForeign Investment in U.S. Real EstateMichael Hirschfield, James M. Lowy, and Bahar Schippel547200909026
Real EstateQualified Real Property Business Indebtedness – Current Financing IssuesTodd F. Maynes and Richard Blumenreich547200909070
S CorporationsPanel PresentationJohn S. Harper, Dana Lasley, and Thomas J. Phillips547200909053
S CorporationsPost-Closing Tax Covenants Sample ClausesJohn S. Harper, Dana Lasley, and Thomas J. Phillips547200909067
S CorporationsPanel PresentationLaura Howell Smith547200909055
S CorporationsImportant Developments in the Federal Income Taxation of S CorporationsDana Lasley and John B. Truskowski547200909036
S CorporationsDebt Workouts of S CorporationsLee G. Zimet and Linda Hui547200909016
Sales, Exchanges & BasisSales and Exchanges: Current DevelopmentsErik M. Jensen547200909082
Sales, Exchanges & BasisSale or Surrender of Life Insurance ContractsErik M. Jensen, Todd D. Keator, and Stephen D. Hooe547200909081
Sales, Exchanges & BasisCurrent Developments in Like-Kind ExchangesDavid Shechtman and Kelly E. Alton547200909012
Sales, Exchanges & BasisCapitalization of Direct and Indirect Costs in Real Estate DevelopmentMark Willensky547200909133
Section Program: Estate & Gift Taxes and Fiduciary Income TaxUnderstanding and Assessing an Appraisal ReportLance Hall and Stephanie Loomis-Price547200909111
Section Program: FOIAPanel SlidesRonald Buch, Jr.547200909106
Section Program: Representing Pro Se Taxpayers at Tax Court Calendar CallAn Update on Innocent Spouse ClaimsElizabeth A. Copeland547200909004
Section Program: Representing Pro Se Taxpayers at Tax Court Calendar CallHead of Household, Child Tax Credit, Earned Income Credit, and Dependency Deduction OutlineThomas Greenaway547200909109
Section Program: Representing Pro Se Taxpayers at Tax Court Calendar CallSubstantiation OutlineThomas Greenaway547200909110
Section Program: The Need for Immediate Changes to Our Estate and Gift Tax Laws—Likely Changes and Planning ImplicationsThe Need for Immediate Changes to Our Estate and Gift Tax Laws—Likely Changes and Planning ImplicationsRonald D. Aucutt547200909104
Standards of Tax PracticePanel MaterialsLinda M. Beale547200909042
Standards of Tax PracticeRecent Developments and Decisions from the IRS' Office of Professional ResponsibilityLaura L. Gavioli547200909071
Standards of Tax PracticeCircular 230 - Ethics in CollectionsCarol M. Luttati547200909008
Standards of Tax PracticeScenariosRobert E. McKenzie547200909084
Standards of Tax PracticePanel SlidesScott D. Michel547200909116
Standards of Tax PracticeCircular 230: An In-house View on the Ethics of Opinion WritingLouise Weingrod547200909009
State & Local TaxesRecent Developments in Apportionment of Non-Income TaxesDavid A. Hughes547200909072
State & Local TaxesPanel Presentation and DiscussionStephanie Anne Lipinski Galland, Lynn A. Gandhi, and David J. Shipley547200909057
State & Local TaxesCutting Edge NexusJohn R. Shaugnessy, Jr., Robert D. Plattner, and David J. Shipley547200909014
State & Local TaxesH.R. 2110 - The Mobile Workforce State Income Tax Fairness and Simplification ActShirley Sicilian547200909029
State & Local TaxesMobile Workforce Withholding Model Statute - Policy ChecklistShirley Sicilian547200909038
State & Local TaxesPanel SlidesShirley Sicilian547200909063
Tax AccountingSummary of Rev. Proc. 2009-39Collen O'Connor547200909119
Tax AccountingPanel SlidesEllen McElroy547200909062
Tax AccountingRecent Developments in Tax Accounting MethodsScott Rabinowitz547200909074
Tax Exempt FinancingSection 265(b)(3)(G)Wendy T. Salinas547200909085
Tax Exempt FinancingBond Enforcement and VCAPMark Scott547200909007
Tax Practice ManagementTax Research Today: The Free, The Paid and the Most EffectiveProfessors Rosalie Sanderson and Ann F. Thomas547200909093
Teaching TaxationNormative Justifications for Food Excise TaxesKatie Pratt547200909041
Transfer PricingUpdate on US APA ProgramCraig A. Sharon547200909142
US Activities of Foreigners & Tax TreatiesSection 7874: Recent DevelopmentsWilliam S. Dixon547200909140
Young Lawyers Forum (Tax & RPTE)Domestic Tax Planning with Disregarded Entities: Paradise FoundAlice G. Abreu547200909019
Young Lawyers Forum (Tax & RPTE)Representing Taxpayers in Tax CourtRobert E. McKenzie547200909078

Advertisement