May 25, 2017

    2004 Joint Fall CLE Meeting

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    2004 Joint Fall CLE Meeting, Boston, MA

    		 
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    Committee Name

    Program Material Title

    Speaker/Author Names

    		Document ID Number
    Administrative Practice Selected Developments in Administrative Practice Bernhardt, Brian C.
    		547200410050
    Administrative Practice Selected Developments in Administrative Practice Gawlik, Gregory J. 547200410050
    Administrative Practice Selected Developments in Administrative Practice Hartford, James 547200410050
    Banking and Savings Institutions ABA Panel on Financial Instrument Valuation Rahl, Leslie 547200410056
    Business Cooperatives and Agriculture Farm Rental Income as Earnings for Self-Employment Tax Nepple, James A. 547200410026
    Business Cooperatives and Agriculture Often Overlooked Documents in Estate Planning Power of Attorney for Individual Agricultural Owners Berry, A. Franklin, Jr. 547200410061
    Capital Recovery and Leasing An Update on Tangible Property Capitalization Guidance McElroy, Ellen 547200410049
    Civil and Criminal Tax Penalties Attorney-Client and Constitutional Privileges Williams, Bradley L. 547200410037
    Civil and Criminal Tax Penalties Important Criminal Developments Shimick, Scott 547200410040
    Closely Held Businesses Analysis of Valuation Issues in McCord, Lappo, Perrachio, Green and Thompson Duncan, Cynthia A. 547200410015
    Closely Held Businesses Current Issues in Tax Ethics Shepard, Professor Ira B. 547200410034
    Closely Held Businesses Executive Compensation for Community Bankers Milne, John H. 547200410016
    Closely Held Businesses Valuation from a Tax Lawyer's Perspective Porter, John W. 547200410017
    Closely Held Businesses Valuation, Taxation and Planning Techniques for Sophisticated Estates Oliver, Robert P. 547200410014
    Corporate Tax Boot Distributions in Reorganizations Divola, Julie A. 547200410046
    Court Procedure and Practice The Deliberative Process Privilege Probasco, Robert 547200410053
    Employee Benefits Choosing a New Health Plan Design? Differences Among HRAs, HSAs, and FSAs Beyond the Basics and After the First Wave of Guidance Cowart, T. David 547200410007
    Employee Benefits Choosing a New Health Plan Design? Differences Among HRAs, HSAs, and FSAs Beyond the Basics and After the First Wave of Guidance Cowart, Greta E. 547200410007
    Employee Benefits Coordination with Other Tools Duarte, Ken 547200410008
    Employee Benefits Employee Plans Team Audit Tievsky, Seth 547200410060
    Employee Benefits Employer Sponsored Group Health Plan Changes in the Medicare Prescription Drug Improvement and Modernization Act of 2003 (Excluding Health Savings Accounts) Cowart, Greta E. 547200410018
    Employee Benefits Major Issues and Impediments Campbell, Nancy K. 547200410009
    Employee Benefits Medicare Reform, Health Savings Accounts and the Future of Consumer Directed Health Care Bianchi, Alden J. 547200410006
    Employee Benefits Remarks of Leonard J. Henzke, Jr., IRS Exempt Organizations Reviewer, Before the Employee Benefits Committee of the American Bar Association Taxation Section Henzke, Len 547200410052
    Employment Taxes Selected Recent Developments—May 1 – September 28, 2004 Leyden, Edward J. 547200410051
    Energy and Environmental Taxes The Challenges of Permitting Wind Power in the Northeast Wickersham, Jay 547200410030
    Energy and Environmental Taxes Components of Oil and Gas Reserve Reports Huddleston, Peter D. 547200410045
    Energy and Environmental Taxes Landfill Gas to Energy (LFGTE) Projects Messics, Mark C. 547200410048
    Energy and Environmental Taxes Tax Incentives for Wind Power and the Sale of Landfill Gas Milne, Professor Janet E. 547200410029
    Estate and Gift Taxes The Anatomy of the New Federal Gift Tax Return, Including a Review of the Gift Tax Statute of Limitations, Gift Splitting Provisions and Proposed Regulations Regarding The Election Out of the Automatic Allocation of Generation-Skipping Transfer Tax Exemption

    Zakin, Jennifer E.

    		 547200410047
    Estate and Gift Taxes The Anatomy of the New Federal Gift Tax Return, Including a Review of the Gift Tax Statute of Limitations, Gift Splitting Provisions and Proposed Regulations Regarding The Election Out of the Automatic Allocation of Generation-Skipping Transfer Tax Exemption

    Feder, Alyssa R.

    		547200410047
    Estate and Gift Taxes The Anatomy of the New Federal Gift Tax Return, Including a Review of the Gift Tax Statute of Limitations, Gift Splitting Provisions and Proposed Regulations Regarding The Election Out of the Automatic Allocation of Generation-Skipping Transfer Tax Exemption

    Pratt, David

    		 547200410047
    Estate and Gift Taxes Selected Developments in Income, Estate, Gift and Generation-Skipping Transfer Tax Berek, David A. 547200410028
    Estate and Gift Taxes Selected Developments in Income, Estate, Gift and Generation-Skipping Transfer Tax Stringer, Jennifer Schooley 547200410028
    Estate and Gift Taxes Selected Recent Cases Affecting Family Limited Partnerships and LLCs Mezzullo, Louis A. 547200410020
    Estate and Gift Taxes Supporting Organizations: Do They Have Our Support Bostwick, Jarret 547200410036
    Estate and Gift Taxes Supporting Organizations: Do They Have Our Support Merk, Melinda 547200410036
    Estate and Gift Taxes Waste Not Want Not—Creative Use of General Powers of Appointment to Fund Tax-Advantaged Trusts Berger, John F. 547200410019
    Estate & Gift Taxes; Fiduciary Income Tax Rulings and Regulations (bibliography) Schneider, Pamela H. 547200410031
    Exempt Organizations Ethics, Privilege, and Circular 230 in the EO Practice Clark, Michael A. 547200410044
    Exempt Organizations Ethics, Privilege, and Circular 230 in the EO Practice Franklin, Jennifer L. 547200410044
    Exempt Organizations Ethics, Privilege, and Circular 230 in the EO Practice McKenzie, Robert E. 547200410044
    Exempt Organizations The Pros and Cons of Donor Advised Funds As Alternatives to Private Foundations Bjorklund, Victoria 547200410012
    Fiduciary Income Tax Clearing a Path Through the Ethical Minefield of UPL, MJP and Estate Planning for Migrant Clients Kromash, Keith S. 547200410021
    Fiduciary Income Tax Recent Developments in Fiduciary Income Tax: May 8, 2004—September 30, 2004 Newlon, Jeanne L. 547200410035
    Fiduciary Income Tax Tax Planning for Inbound Nonresident Aliens Sanborn, Von 547200410038
    Fiduciary Income Tax Tax Planning for Inbound Nonresident Aliens Wareh, Rashad 547200410038
    Financial Transactions Income Deposit Securities Farr, Lucy 547200410058
    Foreign Activities of US Taxpayers Individual Residency, Expatriation and Trust Issues Barg, Stanley A. 547200410032
    Foreign Activities of US Taxpayers Summary of Differences Between U.S. Estate & Gift Taxation in Domestic vs. International Settings Kirsch, Professor Michael S. 547200410033
    Foreign Lawyers Forum; Real Estate Cutting Edge Trends in Foreign Real Estate Investment: Use of Non-US REITs and Other Investment Vehicles Petersen, Andrew 547200410004
    Foreign Lawyers Forum; Real Estate Property Investment Funds—A Realty Opportunity? Part I Petersen, Andrew 547200410002
    Foreign Lawyers Forum; Real Estate Property Investment Funds—A Realty Opportunity? Part II Petersen, Andrew 547200410003
    Foreign Lawyers Forum; Real Estate Real Estate Investment Trusts Bernstein, Jack 547200410005
    Foreign Lawyers Forum; Real Estate Real Estate Investment Trusts Worndl, Barbara J. 547200410005
    Individual Income Tax Camp's Basic Primer on Tax Summons Law Camp, Professor Bryan T. 547200410055
    Joint Section Plenary Session The Future of the Federal Wealth Transfer Tax System: Reform or Repeal? Belcher, Dennis I. 547200410013
    Partnerships and LLCs Disguised Sales of Partnership Interests Cuff, Terence F. 547200410022
    Partnerships and LLCs FLP Valuation Issues Other Than for Section 2036 Akers, Stephen R. 547200410043
    Partnerships and LLCs Hot Topics in Partnerships Maxfield, John 547200410023
    Partnerships and LLCs Partnership Realignments Banoff, Sheldon I. 547200410024
    Partnerships and LLCs Partnership Realignments Cohen, Adam M. 547200410024
    Partnerships and LLCs What's New in Family Limited Partnerships Akers, Stephen R. 547200410059
    Partnerships and LLCs What's New in Family Limited Partnerships Keen, Victor 547200410059
    Partnerships and LLCs What's New in Family Limited Partnerships Lofgren, Norman A. 547200410059
    Real Estate Conservation Easements: The Rules Small, Stephen J. 547200410054
    Real Estate Planning Techniques for Housing Cooperatives Miller, Michael J. 547200410057
    Real Estate Planning Techniques for Housing Cooperatives Solarz, Alan H.
    		547200410057
    Real Estate Planning Techniques for Housing Cooperatives Stechel, Ira B. 547200410057
    S Corporations Subchapter S Stock Lifetime Gifting, Discounting and Formula Gifting Greenberg, Richard H. 547200410025
    Sales, Exchanges & Basis Advanced Issues Under Code Section 1031 Grekin, Nancy N. 547200410001
    Sales, Exchanges & Basis Advanced Issues Under Code Section 1031 Platner, Ronold P. 547200410001
    Sales, Exchanges & Basis Current Developments (Other Than for Like-Kind Exchanges) Jensen, Professor Erik M. 547200410027
    Sales, Exchanges & Basis Evaluating the Factors Used to Identify Real Estate Held as a Capital Asset Platner, Ronold P. 547200410011
    Sales, Exchanges & Basis Maximizing Capital Gain in Sales of Real Property McKenney, Paul L.B. 547200410010
    Sales, Exchanges & Basis The Tax Treatment of Acquired Contingent Liabilities Reinstein, Todd B. 547200410039
    Sales, Exchanges & Basis The Tax Treatment of Acquired Contingent Liabilities Stevenson, Virginia Leggett 547200410039
    State and Local Taxes An Introduction to Real Estate-Related State and Local Tax Incentives Lohman, Janette M. 547200410041
    Transfer Pricing Buy-Ins, DCF, and TINSTAAFL Frisch, Dan 547200410042