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.
| ||||||
| Committee Name | Panel Title | Speaker Name | Doc ID # | |||
| Administrative Practice | Back-to-Basics: IRS Appeals | Johnson, Kevin | 547201009003 | |||
| Administrative Practice | Back-to-Basics: IRS Appeals | Johnson, Kevin | 547201009016 | |||
| Administrative Practice | Future of International Enforcement in the Burgeoning Global Economy | Murray, Fred F. | 547201009001 | |||
| Administrative Practice | Important Developments | Breen, Jennifer E. | 547201009004 | |||
| Administrative Practice | IRS' Global High Wealth Industry - What to Expect and When | Rocen, Donald T. | 547201009002 | |||
| Affiliated & Related Corporations | Consolidated Tax Attributes - A Discussion about OFLs and DCLs | Sotos, David | 547201009006 | |||
| Affiliated & Related Corporations | Current Developments in Consolidated Returns | Schneider, Mark | 547201009005 | |||
| Banking & Savings Institutions | Past, Present and Future of Equity Swaps | Keinan, Yoram | 547201009121 | |||
| Banking & Savings Institutions | REMIC Update and Other Emerging Issues | Lee, Rebecca E. | 547201009009 | |||
| Banking & Savings Institutions | REMIC Update and Other Emerging Issues | Littlefield, Clay | 547201009008 | |||
| Banking & Savings Institutions | The Effect of Increased Reporting on US Borrowing Activities, Foreign Investors and the Shadow Banking System | Nikravesh, Babak E. | 547201009007 | |||
| Capital Recovery & Leasing | Current Developments Report and Update on Pending Guidance | Jones, Alison | 547201009110 | |||
| Civil & Criminal Tax Penalties | Civil Tax Penalty Abatements - Fact or Fiction? | Ungerman, Josh | 547201009011 | |||
| Civil & Criminal Tax Penalties | Civil Tax Penalty Abatements - Fact or Fiction? | Ungerman, Josh | 547201009012 | |||
| Civil & Criminal Tax Penalties | Reports of Subcommittees on Important Developments | Brackney, Megan L. | 547201009013 | |||
| Civil & Criminal Tax Penalties | Reports of Subcommittees on Important Developments | Cullinan, Tom | 547201009015 | |||
| Civil & Criminal Tax Penalties | Sensitive Issue Examination - Is Tweel Still Relevant? | Sapinski, Richard J. | 547201009014 | |||
| Civil & Criminal Tax Penalties | The Quiet Revolution - FATCA and Bank Secrecy | Michel, Scott D. | 547201009010 | |||
| Corporate Tax | Current Developments | Bodoh, Devon M. | 547201009018 | |||
| Corporate Tax | US-Canadian Cross-Border Transactions | Blessing, Peter H. | 547201009017 | |||
| Court Procedure & Practice | Litigating The Application Of Anti-Tax Avoidance Statutes – Learning From The Canada Experience | McMahon, Jr., Professor Martin J. | 547201009021 | |||
| Court Procedure & Practice | Litigating The Application Of Anti-Tax Avoidance Statutes – Learning From The Canada Experience | Sapinski, Richard J. | 547201009020 | |||
| Court Procedure & Practice | Recent Developments | Minkovich, Alexandra | 547201009019 | |||
| Court Procedure & Practice | US and Canada Approaches To Litigating Cross-Border Transactions | Trauman, Brian | 547201009022 | |||
| Court Procedure and Practice | Roundtable: What Works and What Doesn’t? Resolving Tax Disputes in the US and Canada | Hicks, Matthew C. | 547201009023 | |||
| Employee Benefits | Executive Compensation - A Review of Selected Issues | Berek, David A. | 547201009025 | |||
| Employee Benefits | Executive Compensation - A Review of Selected Issues | Bianchi, Alden J. | 547201009026 | |||
| Employee Benefits | Executive Compensation - A Review of Selected Issues | Day, Althea R. | 547201009028 | |||
| Employee Benefits | Form 5500 Update: EFAST2 Electronic Filing System, Expanded Schedule C Reporting and Other Important Changes | Germano, Lisa C. | 547201009030 | |||
| Employee Benefits | Hot Employee Benefits Topics | Banister, Eleanor | 547201009027 | |||
| Employee Benefits | Hot Employee Benefits Topics | Banister, Eleanor | 547201009119 | |||
| Employee Benefits | Hot Employee Benefits Topics | Banister, Eleanor | 547201009033 | |||
| Employee Benefits | Implementing Health Care Reform | Cowart, Greta | 547201009029 | |||
| Employee Benefits | Implementing Health Care Reform | Cowart, Greta | 547201009031 | |||
| Employee Benefits Subcommittee on Defined Benefit Plans | Employee Benefits Defined Benefit Plans Update | Ashner, Harold J. | 547201009035 | |||
| Employee Benefits Subcommittee on Foreign and International Issues | Employee Benefits International Update | Jones, Mark C. | 547201009037 | |||
| Employee Benefits Subcommittee on Foreign and International Issues | Employee Benefits International Update | Vincent, David | 547201009036 | |||
| Employee Benefits Subcommittee on Self-Correction, Determination Letters and Other Administrative Practices | Employee Benefits Administrative Practices Update | Tavares, Lisa A. | 547201009038 | |||
| Employee Benefits Subcommittees on Executive Compensation and Fringe Benefits and Federal Securities Laws Issues | Employee Benefits Executive Compensation, Fringe Benefits and Securities Law Update | Day, Althea R. | 547201009039 | |||
| Employee Benefits Subcommittees on Welfare Plan Design and Funding, Cafeteria Plans and Reimbursement Accounts and HIPAA, COBRA & State Insurance Regulation of Welfare Plans | Employee Benefits Welfare Benefits Design, Funding and Regulation Update | Mendel, Linda | 547201009040 | |||
| Employment Taxes | Advanced Employment Tax Audit Techniques | Kundra, Chaya | 547201009043 | |||
| Employment Taxes | Canadian and Cross Border Employment Tax Issues | Mills, Lisa | 547201009044 | |||
| Employment Taxes | Payments of US Source Income to Non-US Persons | Leyden, Edward J. | 547201009042 | |||
| Exempt Organizations | Citizens United: Implications of Corporate Political Free Speech for the EO Sector | Kingsley, Beth | 547201009047 | |||
| Exempt Organizations | Colleges and Universities – Current Audit Activity and What We Have Learned from the IRS Interim Report | Spitzer, A.L. (Lorry) | 547201009126 | |||
| Exempt Organizations | Expenditure Responsibility: Ten Puzzling Practical Problems | Wexler, Robert A. | 547201009046 | |||
| Exempt Organizations | The Effect of Health Care Reform on Hospitals | DeJong, Ralph E. | 547201009045 | |||
| Fiduciary Income Tax | Recent Developments | Tobey, Judith K. | 547201009127 | |||
| Fiduciary Income Tax | Rethinking Roth IRA Conversions in 2010 | Hoyt, Professor Christopher R. | 547201009048 | |||
| Fiduciary Income Tax | Rethinking Roth IRA Conversions in 2010 | Hoyt, Professor Christopher R. | 547201009049 | |||
| Financial Transactions | Anschutz and Calloway: Finding the Owner of Publicly Traded Stock | Lipton, Richard M. | 547201009050 | |||
| Financial Transactions | Anschutz and Calloway: Finding the Owner of Publicly Traded Stock | Stevens, Matthew | 547201009051 | |||
| Financial Transactions | Swaps and Stock Loans: The Latest on Dividend-Equivalent Payments | Shulman, Michael | 547201009125 | |||
| Foreign Activities of US Taxpayers | Doing Business in Canada: What US Multinationals Need to Know | Richardson, Elinore | 547201009052 | |||
| Foreign Activities of US Taxpayers | Economic Substance Codification – Issues for US Multinational Taxpayers | Stack, Robert | 547201009053 | |||
| Individual & Family Taxation | Tax Consequences of Disasters | Summerhill, Louise R. | 547201009054 | |||
| Insurance Companies | Canadian Taxation of Insurance Companies and Current Cross-Border Insurance Issues | Miles, Michael R. | 547201009057 | |||
| Insurance Companies | Update on Recent Tax Guidance Affecting Insurance Companies and Products | Akins, Sean M. | 547201009055 | |||
| Insurance Companies | Update on Recent Tax Guidance Affecting Insurance Companies and Products | Springfield, Craig R. | 547201009056 | |||
| Investment Management | Implications of Proposed Carried Interest Legislation | May, Arnold P. | 547201009058 | |||
| Investment Management | Partnership Allocations | Cuff, Terence | 547201009120 | |||
| Joint: Business Planning Group (TE) and Closely Held Businesses (TX) | Co- Ownership in Professional Practices- A Taxing Problem | Prescott, William P. | 547201009063 | |||
| Joint: Business Planning Group (TE) and Closely Held Businesses (TX) | Practical and Tax Issues in Shutting Down a Closely Held Business with Tax and Non-Tax Debts | Pereira, Marcia | 547201009061 | |||
| Joint: Business Planning Group (TE) and Closely Held Businesses (TX) | Primer on Tax Aspects and Mechanics of Entity Conversions | Brewer, Cassady V. | 547201009060 | |||
| Joint: Business Planning Group (TE) and Closely Held Businesses (TX) | Primer on Tax Aspects and Mechanics of Entity Conversions | Brewer, Cassady V. | 547201009064 | |||
| Joint: Business Planning Group (TE) and Closely Held Businesses (TX) | Primer on Tax Aspects and Mechanics of Entity Conversions | Rico, Lisa M. | 547201009062 | |||
| Joint: Business Planning Group (TE) and Closely Held Businesses (TX) | Primer on Tax Aspects and Mechanics of Entity Conversions | Sparkman, Allen | 547201009059 | |||
| Joint: Business Planning Group (TE), Closely Held Businesses (TX) and S Corporations (TX) | Choice of Entity in Light of New and Proposed Legislation | Nichols, Thomas J. | 547201009066 | |||
| Joint: Business Planning Group (TE), Closely Held Businesses (TX) and S Corporations (TX) | Choice of Entity in Light of New and Proposed Legislation | Nichols, Thomas J. | 547201009069 | |||
| Joint: Business Planning Group (TE), Closely Held Businesses (TX) and S Corporations (TX) | Choice of Entity in Light of New and Proposed Legislation | Sparkman, Allen | 547201009065 | |||
| Joint: Business Planning Group (TE), Closely Held Businesses (TX) and S Corporations (TX) | Important Developments | Gorin, Steven B. | 547201009068 | |||
| Joint: Business Planning Group (TE), Closely Held Businesses (TX) and S Corporations (TX) | Important Developments | Gorin, Steven B. | 547201009070 | |||
| Joint: Business Planning Group (TE), Closely Held Businesses (TX) and S Corporations (TX) | Important Developments | Prescott, William P. | 547201009067 | |||
| Joint: Business Planning Group (TE), Closely Held Businesses (TX) and S Corporations (TX) | International Tax Aspects of Cross Border Business of Closely Held Businesses in Canada | Nielsen, David | 547201009123 | |||
| Joint: Estate & Gift Taxes (TX) and Income & Generation Skipping Transfers Committee of the Income and Transfer Tax Planning Group (TE) | Tax Apportionment Clauses: Friend or Foe | Sloan, Barbara | 547201009071 | |||
| Joint: Estate & Gift Taxes (TX) and Income & Transfer Tax Planning Group (TE) | Current Developments | Carter, Benjamin G. | 547201009072 | |||
| Joint: Estate & Gift Taxes (TX) and Income & Transfer Tax Planning Group (TE) | Expatriation Under Section 877A's Mark-To-Market System, and What Notice 2009-85 Did and Did Not Tell Us | LePree, Summer Ayers | 547201009073 | |||
| Joint: Estate & Gift Taxes (TX) and Income & Transfer Tax Planning Group (TE) | Tax Issues in International Philanthropy | Halfon, Ellen E. | 547201009074 | |||
| Joint: Estate & Gift Taxes and Fiduciary Income Tax Young Lawyers Subcommittee | How to Develop an Estate Planning Practice | Tucker, Stefan F. | 547201009075 | |||
| Joint: FAUST, Transfer Pricing & USAFTT (TX) | Joint International Developments Panel | Manasuev, Alexey | 547201009076 | |||
| Joint: FAUST, Transfer Pricing & USAFTT (TX) | Joint International Developments Panel | Rosenberg, Rebecca | 547201009077 | |||
| Joint: Young Lawyers Forum & Diversity (TX) | Are You (Too) Confident About Your Tax Opinions? | Woodward, Bob | 547201009078 | |||
| LLCs And LLPs Subcommittee of Partnerships & LLCs | LLC's and Partnerships: Recent Canadian Tax Developments - What Works and What Does Not | Richardson, Elinore | 547201009079 | |||
| Low Income Taxpayers | History of Low Income Tax Clinics | Fogg, Professor Keith | 547201009081 | |||
| Low Income Taxpayers | How to Start a Low Income Tax Clinic | Smith, Douglas | 547201009080 | |||
| Partnerships & LLCs | Don't Get Carried Away by Carried Interests | Cohen, Adam M. | 547201009082 | |||
| Partnerships & LLCs | Economic Substance in Partnership Transactions--Is it the Chicken Little of Legitimate Tax Planning? | Huffman, Gary R. | 547201009084 | |||
| Partnerships & LLCs | Hot Topics in Partnerships | Borosh, Ossie | 547201009083 | |||
| Real Estate | Debt Modifications -- New Developments in a Still Recovering Economy | Lipton, Richard M. | 547201009090 | |||
| Real Estate | Real Estate Roll-Up Transactions -- How Much Has Changed? | Rayis, John D. | 547201009087 | |||
| Real Estate | The Grass Is Greener -- Inbound and Outbound Investments in US and Canadian Real Estate | Bernstein, Jack | 547201009088 | |||
| Real Estate | The Grass Is Greener -- Inbound and Outbound Investments in US and Canadian Real Estate | Genz, Peter J. | 547201009086 | |||
| Real Estate | The Grass Is Greener -- Inbound and Outbound Investments in US and Canadian Real Estate | Genz, Peter J. | 547201009089 | |||
| Real Estate | The Grass Is Greener -- Inbound and Outbound Investments in US and Canadian Real Estate | Ranger, Michel M. | 547201009085 | |||
| Sales, Exchanges & Basis | Codification/Clarification of Economic Substance - The Rubber Meets the Road in Common Transactions | Kim, Julian Y. | 547201009092 | |||
| Sales, Exchanges & Basis | Current Non-Section 1031 Developments | Jensen, Professor Erik M. | 547201009094 | |||
| Sales, Exchanges & Basis | Like-Kind Exchange Current Developments | Borden, Professor Bradley T. | 547201009091 | |||
| Sales, Exchanges & Basis | The 2011 Tax Increases Are Comne - Carpe Diem | Handler, Adam | 547201009093 | |||
| Section Program: Joint: Estate & Gift Taxes (TX and TE) | Donee Selection and Practical Consideration Under Petter Formula Allocation Clauses | Bradt, David | 547201009095 | |||
| Section Program: Joint: Estate & Gift Taxes (TX and TE) | Donee Selection and Practical Consideration Under Petter Formula Allocation Clauses | Franklin, Richard S. | 547201009096 | |||
| Section Program: Joint: Low Income Taxpayers, Administrative Practice, Court Procedure and Practice, Individual & Family Taxation and Pro Bono | Innocent Spouse: Administrative and Litigation Issues on Innocent Spouse Cases | Rice, David | 547201009099 | |||
| Section Program: Joint: Low Income Taxpayers, Administrative Practice, Court Procedure and Practice, Individual & Family Taxation and Pro Bono | Innocent Spouse: Administrative and Litigation Issues on Innocent Spouse Cases | Rice, David L. | 547201009098 | |||
| Section Program: Joint: Low Income Taxpayers, Administrative Practice, Court Procedure and Practice, Individual & Family Taxation and Pro Bono | Innocent Spouse: Legislative Solution to Issues Raised in Innocent Spouse Cases | Smith, Professor Carl | 547201009097 | |||
| Section Program: Tax Exempt Financing and Exempt Organizations | Structuring Innovative Management Contracts for Bond Financed Projects | Martin, Christie | 547201009122 | |||
| Standards of Tax Practice | Ethical Issues in Federal Administrative Tax Practice | Cooper, Matt | 547201009101 | |||
| Standards of Tax Practice | Ethics and the Codification of Economic Substance | Blessing, Peter H. | 547201009100 | |||
| State & Local Taxes | Current and Thorny Unclaimed Property Issues | Biek, John A. | 547201009102 | |||
| State & Local Taxes | Current and Thorny Unclaimed Property Issues | Biek, John A. | 547201009108 | |||
| State & Local Taxes | Executive Committee Reports on Current SALT Issues Part 2: Are We There Yet?: Getting to 50 State Tax Tribunals -- An Update on the Model Tax Tribunal Act | Calhoun, Jaye | 547201009104 | |||
| State & Local Taxes | Executive Committee Reports on Current SALT Issues Part 2: Are We There Yet?: Getting to 50 State Tax Tribunals -- An Update on the Model Tax Tribunal Act | Pierre, Shone | 547201009103 | |||
| State & Local Taxes | Luncheon: New Breed of Amazon "Taxes" - - Colorado's Clever Twist | Kranz, Stephen | 547201009106 | |||
| State & Local Taxes | Purchasing Digital Products – A Comparison of Canadian and US Taxes | Shaughnessy, John R. | 547201009105 | |||
| State & Local Taxes | Recent State Challenges to Related Party Transactions and the Success or Lack Thereof: Business Purpose, Sham and Economic Substance Assertions Abound | Fields, Craig B. | 547201009107 | |||
| Tax Accounting | Accounting Method Issues Arising with respect to Losses and Bad Debts | Conjura, Carol | 547201009111 | |||
| Tax Accounting | Distinguishing Non-Deductible Fines and Penalties from Deductible Business Expenses | Fernandez, Lew | 547201009109 | |||
| Tax Accounting | Recent Developments in Tax Accounting Methods | Shevak, Rich | 547201009124 | |||
| Tax Exempt Financing | Legal Issues Related to the Paid Preparer Requirements for Forms 8038 | Lashnits, Nancy M. | 547201009113 | |||
| Tax Exempt Financing | The Issue Price Conundrum | Pica, Justin R. | 547201009112 | |||
| Tax Practice Management | Beyond the Basics: Understanding Financial Statements for Tax Lawyers | Bitter, James G. | 547201009114 | |||
| Teaching Taxation | Employing Stock: US and Foreign Taxation of Employee Stock Options | Li, Professor Jinyan | 547201009115 | |||
| Teaching Taxation | Employing Stock: US and Foreign Taxation of Employee Stock Options | Liazos, Andrew C. | 547201009032 | |||
| Teaching Taxation | Employing Stock: US and Foreign Taxation of Employee Stock Options | Liazos, Andrew C. | 547201009034 | |||
| Teaching Taxation | Employing Stock: US and Foreign Taxation of Employee Stock Options | Liazos, Andrew C. | 547201009041 | |||
| Teaching Taxation | Employing Stock: US and Foreign Taxation of Employee Stock Options | Philipps, Professor Lisa | 547201009116 | |||
| Transfer Pricing | US - Canada Hot Transfer Pricing Issues | Canale, David | 547201009117 | |||
| US Activities of Foreigners & Tax Treaties | Codification of Economic Substance -- Can we Predict the Future by Looking at the Past? | Ruchelman, Stanley C. | 547201009118 | |||
| US Activities of Foreigners & Tax Treaties | Pitfalls and Benefits of Foreign Corporation using LLCs in the US | Bernstein, Jack | 547201009024 | |||
