Committee Name | Panel Title | Speaker Name | Material Title | Document ID Number |
| Administrative Practice | Navigating the Reportable Transactions and Penalty Regulations – Practitioner's "Shelter Round-Up" | Budde, John E.
Carney, Robert T.
Hodes, Rochelle L.
Soucy, Anita | Navigating the Reportable Transactions & Penalty Regulations – Practitioner’s Tax Shelter Round Up | 5470200801027 |
| Administrative Practice | Simultaneous Civil/Criminal Proceedings | Fisher, Miriam L. | Parallel Civil and Criminal Tax Proceedings -- Proceedings with Caution | 5470200801037 |
| Civil & Criminal Tax Penalties | Codification of the Economic Substance Doctrine | Pakenham, Kathleen | Codification of the Economic Substance Doctrine and Related Penalties | 5470200801009 |
| Civil & Criminal Tax Penalties | Reports of Subcommittees | Bowling, Julie P.
Cullinan, Thomas A. | Important Civil Developments | 5470200801022 |
| Closely Held Businesses | Buy-Sell Agreements for All Triggering Events – The Do's and Don'ts | Harris, Morton A. | Buy-Sell Agreements for Closely Held Business and Professional Organizations: Tax and Practical Considerations -With Forms | 5470200801005 |
| Closely Held Businesses | Buy-Sell Agreements for All Triggering Events – The Do's and Don'ts | Martin, Alson R. | IRC Section 409A Restrictions on Professionals'' Separation Pay | 5470200801024 |
| Closely Held Businesses | Entity Selection for the Closely Held Business | Grodd, Leslie E. | Choice of Business Entity | 5470200801007 |
| Closely Held Businesses | Entity Selection for the Closely Held Business | Martin, Alson R. | The Impact of Choice of Entity On Fringe Benefit Plans | 5470200801059 |
| Court Procedure and Practice | Current Developments | Partain, Rachel | Summary of Current Developments | 5470200801051 |
| Court Procedure and Practice | Selected Discovery Issues in Civil Tax Litigation | Strouse, Jonathan E. | Selected Discovery Issues | 5470200801048 |
| Employee Benefits | Blurring The Lines--Phasing In and Out of Employment | Banister, Eleanor | 20 Factors of Common Law Test As Summarized By Revenue Ruling 87-41 | 5470200801001 |
| Employee Benefits | Blurring The Lines--Phasing In and Out of Employment | Banister, Eleanor | Panel PowerPoint | 5470200801031 |
| Employee Benefits | Everyday Ethics: A Practical Guide for Employee Benefits Counsel | Mathis, Mark L.
Pingree, Bruce D. | Discovery and Privilege Issues Arising from Legal Ethical Issues in Benefits | 5470200801013 |
| Employee Benefits | Everyday Ethics: A Practical Guide for Employee Benefits Counsel | Meyer, Anne M. | Ethical Issues in Attorney Advertising | 5470200801015 |
| Employee Benefits | Everyday Ethics: A Practical Guide for Employee Benefits Counsel | Steinman, Martha N. | Multijurisdictional Practice Issues Relating to the Employee Benefits and Executive Compensation Attorney | 5470200801026 |
| Employee Benefits | Everyday Ethics: A Practical Guide for Employee Benefits Counsel | Utz, John L. | Auditor’s Letters: Special Considerations for Employee Benefits Counsel | 5470200801004 |
| Employee Benefits | Everyday Ethics: A Practical Guide for Employee Benefits Counsel | Utz, John L. | Ethical Considerations in ERISA Litigation | 5470200801014 |
| Employee Benefits | Everyday Ethics: A Practical Guide for Employee Benefits Counsel | Utz, John L. | Thoughts on Responding to Auditor’s Letters (and on Engagement Letters) | 5470200801061 |
| Energy and Environmental Taxes | REIT Ownership of Transmission and Distribution Systems | Haas, B. Benjamin
Reinstein, Todd | REIT Ownership of Transmission and Distribution Systems | 5470200801045 |
| Energy and Environmental Taxes | The History and Development by the Supreme Court of the Mineral “Economic Interest” Doctrine for Federal Income Tax Purposes | Swiech, Robert A. | Panel PowerPoint Presentation | 5470200801034 |
| Energy and Environmental Taxes | The History and Development by the Supreme Court of the Mineral “Economic Interest” Doctrine for Federal Income Tax Purposes | Swiech, Robert A. | The History and Development by the Supreme Court of the Mineral “Economic Interest” Doctrine for Federal Income Tax Purposes | 5470200801058 |
| Estate & Gift Taxes | 529 Plans: Extra Credit for the Estate Planning Attorney | Houston, Christopher E.
Johnson, Sarah M. | 529 Plans: Extra Credit for the Estate Planning Attorney | 5470200801002 |
| Estate & Gift Taxes | Estate Planning for Lottery and Other Winners | Hall, Russell W. | I.R.C. § 103 and Exclusion of Interest on Texas Lottery Prize Installments powerpoint | 5470200801021 |
| Estate & Gift Taxes | Recent Developments | Carter, Benjamin
Delich-Gould, Stacey | Current Developments in Estate Planning | 5470200801011 |
| Exempt Organizations | Circular 230, Tax Shelter Transactions and Preparer Penalties—What EO Practitioners Need to Know | Clark, Michael A. | Circular 230 Update, Including IRC § 6694 Issues | 5470200801008 |
| Exempt Organizations | FIN 48 Issues | Mills, Elizabeth | FIN 48: Privilege and Other Issues for Exempt Organizations | 5470200801018 |
| Exempt Organizations | FIN 48 Issues | Murray, Fred F. | Applying FIN 48 to Tax-exempt Organizations | 5470200801003 |
| Fiduciary Income Tax | Potential Liability Traps and Creative Planning Techniques in Trust Administration | Klein, Sharon L. | Potential Liability Traps and Creative Planning Techniques in Trust Administration | 5470200801040 |
| Fiduciary Income Tax | Presentation of Checklist of Income Tax Issues with Implementation of Lifetime Estate Tax Planning Techniques | Flanagan, Timothy L. | Checklist of income Tax Issues Related to Various Lifetime Transfer Tax Techniques | 5470200801006 |
| Fiduciary Income Tax | Update on Section 67(e) | Allison, Grace | Ipse Dixit: Reflections of a Corporate Trustee on the Oral Arguments in Knight v. Commissioner | 5470200801023 |
| Foreign Activities of US Taxpayers | Current Developments Under Subpart F | Gerson, Marc | Panel PowerPoint | 5470200801032 |
| Foreign Lawyers Forum | Comparative Anti-Avoidance Developments: Is a Common Standard Emerging? | Akin, Tom | Comparative Anti-Avoidance Developments: Is a Common Standard Emerging? PowerPoint | 5470200801010 |
| Foreign Lawyers Forum | Comparative Anti-Avoidance Developments: Is a Common Standard Emerging? | Avi-Yonah, Reuven | Tax Competition, Tax Arbitrage, and the International Tax Regime | 5470200801053 |
| Foreign Lawyers Forum | Tax Incentives under Attack! – Which shall live and which shall die? | Heyvaert, Werner | Tax Incentives under Attack! – Which shall live and which shall die? | 5470200801054 |
| Individual and Family Taxation | When Having Fun is Making Money: Taxation of Hobbies | Mann, Roberta | Hobby Losses Panel PowerPoint | 5470200801020 |
| Individual and Family Taxation | When Making Money is Having Fun: Taxation of Gaming | Lang, Michael B.
Seto, Theodore | Making Money While Having More Fun: Taxation of Online Gaming | 5470200801025 |
| Investment Companies | The Proliferation of Investment Structures: Where Are We Today and Where Are We Going? | Hammer, Viva | Panel PowerPoint | 5470200801033 |
| Joint: State & Local Taxes and VAT and Other Consumption Taxes | VAT and State Retail Sales Taxes: A Comparative Perspective (Co-sponsored with State and Local Taxes Committee) | Dell'Anese, Luca | VAT and National Taxes: the case of IRAP | 5470200801062 |
| Joint: State & Local Taxes and VAT and Other Consumption Taxes | VAT and State Retail Sales Taxes: A Comparative Perspective (Co-sponsored with State and Local Taxes Committee) | Mintz, Jack | Sales Taxation in Canada | 5470200801047 |
| Low Income Taxpayers | Tax Issues of Native Americans | Jaffke, Cheyanna | State Income Taxation of American Indians | 5470200801049 |
| Partnerships & LLCs | New Regulations on Partnership Mergers and the Mixing Bowl Rules | Finkelstein, Jon G.
Rubin, Blake D.
Whiteway, Andrea Macintosh | Proposed Regulations on Application of the Anti-Mixing Bowl Rules After a Partnership Merger to Apply Prospectively | 5470200801041 |
| Partnerships & LLCs | New Regulations on Partnership Mergers and the Mixing Bowl Rules | Rubin, Blake D.
Whiteway, Andrea Macintosh | Partnership Mergers, the Anti-Mixing Bowl Rules and Rev. Rul. 2004-43: How Could the Service be so Wrong? | 5470200801038 |
| Partnerships & LLCs | Partnership Deal Structuring Mini-Panels | Alexander, Jennifer
Schneider, Steven | Targeted vs. Layer Cake Allocations | 5470200801052 |
| Partnerships & LLCs | Partnership Deal Structuring Mini-Panels | Barr, Neal | Negotiation of Section 704(c) Issues in Partnership Transactions | 5470200801028 |
| Partnerships & LLCs | Partnership Deal Structuring Mini-Panels | Borosh, Ossie
Pollack, Martin D. | Tax Liability Distributions | 5470200801055 |
| Partnerships & LLCs | Partnership Deal Structuring Mini-Panels | Borosh, Ossie
Pollack, Martin D. | Tax Liability Distributions slides | 5470200801056 |
| Real Estate | Hot Planning Techniques Involving Leases | Darrow, Jill
Lee, Carolyn Joy
Lipari, Joseph | Panel Materials | 5470200801030 |
| Sales, Exchanges and Basis | Sales and Exchanges: Current Developments | Jensen, Erik | Sales and Exchanges: Current Developments | 5470200801046 |
| Section Luncheon | Panel: New Standards and Higher Penalties for Practitioners Who Give Tax Advice | Ciraolo, Caroline D. | Panel PowerPoint Presentation | 5470200801035 |
| Section Program: Employee Benefits | Everything You Need to Know about the New PPA’06 Funding Requirements, but Haven’t Had Time to Learn | Greenfield, Douglas L. | Everything You Need to Know about the New PPA ’06 Funding Requirements, but Haven’t Had Time to Learn | 5470200801016 |
| Section Program: Employee Benefits | Everything You Need to Know about the New PPA’06 Funding Requirements, but Haven’t Had Time to Learn | Hennessy, Ellen A. (Nell) | Defined Benefit Plans in Corporate Transactions | 5470200801012 |
| Section Program: Employee Benefits | Everything You Need to Know about the New PPA’06 Funding Requirements, but Haven’t Had Time to Learn | Sirkin, Stuart A. | Pension Protection Act of 2006 Funding and Benefit Restrictions (Effective 2008 or later) | 5470200801039 |
| Section Program: Foreign Activities of US Taxpayers | Your Client's First Foreign Subsidiary: The Tax Basics That You Both Need To Know | Korenblatt, Jeffrey S.
Rollinson, Margie
Simon, Ansgar | Your Client's First Foreign Subsidiary: The Tax Basics That You Both Need To Know | 5470200801042 |
| Section Program: State & Local Taxes | Status of Streamlined Sales Tax Project | Johnson, R. Bruce
Kranz, Stephen P.
Rosen, Arthur R. | Streamlined Sales Tax | 5470200801050 |
| Section Program: Teaching Taxation | Current Developments in Individual, Corporate, Partnership and Estate & Gift Taxation | Gagliardi, Elaine Hightower | Federal Wealth Transfer Tax Developments | 5470200801017 |
| Section Program: Teaching Taxation | Current Developments in Individual, Corporate, Partnership and Estate & Gift Taxation | McMahon, Jr., Martin. J.
Shepard, Ira B.
Simmons, Daniel L. | Recent Developments in Federal Income Taxation | 5470200801043 |
| State & Local Taxes | State Taxation of Services, Mixed Transactions Involving Services | Gandhi, Lynn A. | The Taxation of Services in Michigan: A Summary of the Michigan Experience in the Passage and Repeal of a Use Tax on Services Coupled with the Creation of the Michigan Business Tax | 5470200801060 |
| State & Local Taxes | State Taxation of Services, Mixed Transactions Involving Services | Iafrate, Carolynn S. | High Tech Services – What are They & How are They Taxed? Comprehensive Outline | 5470200801019 |
| Tax Accounting | Recent Developments in the Area of Tax Accounting | O'Connor, Colleen | Recent Developments in the Area of Tax Accounting | 5470200801044 |
| Tax Exempt Financing | Tax Issues Arising from Sub-prime Mortgage Defaults Fallout | Gerber, Clifford M. | Outline of Issues Pertaining to Conversion from Auction Rate Mode, | 5470200801063 |
| Teaching Taxation | Tax in the 21st Century: What’s Blogging Got to Do with It? | Buchanan, Neil H. | Notes From an Occasional Blogger | 5470200801029 |
| Teaching Taxation | Tax in the 21st Century: What’s Blogging Got to Do with It? | Caron, Paul | TaxProf Blog | 5470200801057 |
| Transfer Pricing | Privilege and Accounting, Penalty, and Ethical Standards for Transfer Pricing Practitioners | Trauman, Brian P. | Panel Presentation | 5470200801036 |
