Jun

    Virtual 2020 May Tax Meeting: Tax Bridge to Practice

    1 PM EDT

    Three one-hour panels including: representing clients with disabilities, classification of debt or equity and payment and filing deadlines. See below for panel details.

    Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

    3.00 total credit hours including

    • Ethics/Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Ethics

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Available for credit

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Ethics

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/09/2022

    • General

      Status:

      Available for credit

      2.00 credit hours

      Available until:

      06/09/2022

    3.00 total credit hours including

    • Substantive Law

      Status:

      Available for credit

      2.00 credit hours

      Available until:

      06/09/2023

    • Professional Ethics

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Legal Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2023

    3.70 total credit hours including

    • Ethics

      Status:

      Approved

      1.20 credit hours

      Available until:

      12/30/2022

    • General

      Status:

      Approved

      2.50 credit hours

      Available until:

      12/30/2022

    3.00 total credit hours including

    • General

      Status:

      Available for credit

      2.00 credit hours

      Available until:

      06/09/2023

    • Ethics

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      06/09/2022

    • Enhanced Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/09/2022

    3.00 total credit hours including

    • Ethics and Professional Responsibility

      Status:

      Self apply

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Self apply

      2.00 credit hours

      Available until:

      06/09/2023

    3.50 total credit hours including

    • Ethics

      Status:

      Self apply

      1.00 credit hours

      Available until:

      12/09/2021

    • General

      Status:

      Self apply

      2.50 credit hours

      Available until:

      12/09/2021

    3.00 total credit hours including

    • Ethics and Professional Responsibility

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2023

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2022

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2022

    3.00 total credit hours including

    • Legal Ethics/Professional Responsibility

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2025

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2025

    3.00 total credit hours including

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2022

    • Professional Responsibility

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2022

    3.00 total credit hours including

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Legal Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/09/2021

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      06/09/2021

    3.00 total credit hours including

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2022

    • Ethics and Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2022

    3.00 total credit hours including

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2023

    • Ethics, Professional Responsibility and Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2023

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2022

    • Ethics/Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2022

    3.00 total credit hours including

    • General

      Status:

      Self apply

      2.00 credit hours

      Available until:

      06/09/2023

    • Ethics and Professional Responsibility

      Status:

      Self apply

      1.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Ethics and Professional Responsibility

      Status:

      Self apply

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Self apply

      2.00 credit hours

      Available until:

      06/09/2023

    3.60 total credit hours including

    • General

      Status:

      Self apply

      2.40 credit hours

      Available until:

      06/09/2023

    • Ethics and Professional Responsibility

      Status:

      Self apply

      1.20 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      06/09/2022

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/09/2022

    3.00 total credit hours including

    • Ethics or Professional Responsibility

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      06/09/2023

    3.60 total credit hours including

    • Ethics

      Status:

      Applied for

      1.20 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Applied for

      2.40 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2023

    • Ethics and Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Behavioral Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2023

    • Specialized Knowledge

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Professional Responsibility

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/09/2022

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      06/09/2022

    3.00 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Ethics/Professionalism

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Available for credit

      2.00 credit hours

      Available until:

      06/09/2023

    3.60 total credit hours including

    • Ethics and Professionalism

      Status:

      Reciprocity

      1.20 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Reciprocity

      2.40 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      06/09/2025

    • Ethics/Professionalism

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/09/2025

    3.00 total credit hours including

    • Ethics and Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2023

    • Areas of Professional Practice

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      06/09/2023

    • Ethics/Professionalism

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      12/31/2020

    • Attorney Professional Conduct

      Status:

      Applied for

      1.00 credit hours

      Available until:

      12/31/2020

    3.50 total credit hours including

    • General

      Status:

      Applied for

      2.50 credit hours

      Available until:

      06/09/2023

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Professionalism (General)

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/09/2023

    • Substantive

      Status:

      Available for credit

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Ethics or Professionalism

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2022

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2022

    3.00 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2022

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2022

    3.00 total credit hours including

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Available for credit

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2023

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Ethics and Professional Responsibility

      Status:

      Self apply

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Self apply

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Ethics/Professionalism

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2022

    • Legal Ethics/Professional Responsibility

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2022

    3.00 total credit hours including

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      06/09/2023

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • Legal Ethics and Professionalism

      Status:

      Applied for

      1.00 credit hours

      Available until:

      10/30/2020

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      10/30/2020

    3.00 total credit hours including

    • Law & Legal Procedure

      Status:

      Approved

      2.00 credit hours

      Available until:

      06/09/2025

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/09/2025

    3.60 total credit hours including

    • Ethics

      Status:

      Applied for

      1.20 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Applied for

      2.40 credit hours

      Available until:

      06/09/2023

    3.00 total credit hours including

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      06/09/2021

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/09/2021

    3.00 total credit hours including

    • Ethics

      Status:

      Self apply

      1.00 credit hours

      Available until:

      06/09/2023

    • General

      Status:

      Self apply

      2.00 credit hours

      Available until:

      06/09/2023

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    $50
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    1:00 PM - 2:00 PM (Ethics Session)
    Overcoming Obstacles When Representing Taxpayers with Disabilities. Representing clients with disabilities poses unique challenges for tax practitioners. This panel will provide a practical discussion for assisting taxpayers with disabilities by exploring the definition of "disability" and discussing ethical and other considerations in establishing representation and serving as an effective advocate during the course of representation. The panelists will share experiences with accommodations that were made and/or tools that were used to effectively represent their clients. The panel will also discuss new challenges for taxpayers with disabilities and the use of technology during COVID.
    Panelists:
    Special Trial Judge Diana L. Leyden, U.S. Tax Court, Washington, DC
    Tamara A. Borland, Internal Revenue Service Taxpayer Advocate Service, Low Income Taxpayer Clinic Program, Washington, DC
    Professor Patrick W. Thomas, University of Notre Dame Law School, South Bend, IN
    Professor Christina Wease, Michigan State University College of Law, East Lansing, MI

    2:00 PM - 3:00 PM
    The Age-Old Debt/Equity Conundrum. The IRS and tax practitioners have grappled for years with the classification of certain instruments as debt or equity. The classification of an instrument can have a significant impact on the issuer’s and the holder’s tax liability. This panel will provide background on the applicable law for determining whether an instrument is debt or equity for US Federal income tax purposes, along with an overview of recent Treasury regulations in this area, including newly promulgated regulations under section 385. The panel will also discuss the practical impacts of classification, and why the IRS cares so much about this issue.
    Panelists:
    Amie Colwell Breslow, Jones Day, Washington DC
    Brandon King, Baker McKenzie, Washington DC
    Amit Sachdeva, EY, Houston, TX
    Francesca Dickson, Jones Day, New York, NY
    Andreas Andrews, Stradley Ronon, Philadelphia, PA.

    3:00 PM - 4:05 PM
    Tax Day 2020: Filing and Payment Deadlines. In response to the COVID-19 pandemic, the IRS has provided relief pursuant to Section 7508(a) for certain tax payment and filing deadlines as well as other relief granted in Notice 2020-23 for Specified Time-Sensitive Actions, such as filing a petition with the Tax Court, filing a claim for credit or refund, or bringing a suit upon a claim for credit or refund of any tax.
    Panelists:
    Prasanthi Paritala, Davis & Harman, LLP, Washington DC (Moderator)
    Robert Russell, Kostelanez & Fink, LLP, Washington, DC
    Michael Wallace, Agostino & Associates, Hackensack, NJ
    Maria Critelli, Mayor Brown, Chicago, IL
    James Steele, Morgan, Lewis & Bockius, LLP, Washington, DC

    Event Details

    Format

    Web

    Date

    Jun 10, 2020

    2020-06-10T13:00:00-04:00 2020-06-10T16:05:00-04:00 Virtual 2020 May Tax Meeting: Tax Bridge to Practice

    Three one-hour panels including: representing clients with disabilities, classification of debt or equity and payment and filing deadlines. See below for panel details.

    Sponsors

    Section of Taxation

    MCLE Information

    The ABA will seek 3.0 CLE credit hours in 60-minute-hour states, including 1 hour of ethics credit, and 3.6 CLE credit hours in 50-minute states including 1.2 hours of ethics credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

    CPE Information

    The American Bar Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors for Group Live programs (live in-person). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Due to the COVID-19 crisis, many State boards of accountancy are providing flexibility in the instructional delivery method and allowing for Group Live approved providers to issue credits for Group Live Internet Based vended programs. Kansas does not allow for this flexibility, and waiver requests are pending with Iowa, New York, and North Dakota. All other State boards of accountancy have noted their flexibility. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www. learningmarket.org. Recommended CPE Credits and Fields of Study: Program attendees can earn up to 3 CPE credits in Taxes. There are no prerequisites.

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