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2007 Joint Fall CLE Meeting

September 27-29, Vancouver, BC

Thoughtful Insights. Useful Analysis.

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 PDF 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.

2007 Joint Fall CLE Meeting, Vancouver, BC

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Banking & Savings Institutions

PowerPoint Presentation

Civil & Criminal Tax Penalties

Important Civil Developments

Important Developments - Criminal

New Return Preparer Rules: Harsher Standards and Harsher Penalties Is It Time to Retire Early?

Subcommittees Report: Legislative and Administrative Developments

Corporate Tax

Satisfying the Active Business Requirement in a Spin-Off -- Part II

Court Procedure and Practice

Summary of Current Developments

Employee Benefits

Automatic Savings Savvy (PowerPoint)

ERISA Fiduciary Provisions Affecting Vendor Contracts

Vendor Contracting -- A Primer On The "Dos" and "Don''ts" for Hiring Benefit Plan Service Providers

Vendor Contracting – Fiduciary Issues to Consider When Changing Benefit Plan Service Providers Including Blackout Periods and Revenue Sharing Arrangements

Energy and Environmental Taxes

Another Day Older and Deeper in Debt: How Tax Incentives Encourage Burning Coal and the Consequences for Global Warming

Canadian Resource Taxation

Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT)

50-state comparison of LLC legislation

50-state comparison of LP legislation

50-state comparison of Rule Against Perpetuities laws

Current Developments in Estate Planning

Panel Power Point Presentation

State ''Decanting'' Statutes Chart

What Every Estate Planner Needs to Know About the 409A Final Regulations

Exempt Organizations (Tax) and Charitable Planning & Organizations Group (PT)

Cross-Border ''Granting'': Canada to US

Fiduciary Income Tax

Charities as Beneficiaries of Estates: How Should They Protect Their Interests?

Recent Developments in Fiduciary Income Tax

Split Dollar Life Insurance Funding: You Mean People Still Do That?

Foreign Activities of US Taxpayers

Treaty Issues for Super-Entrepreneurs

Investment Companies

Inverse Floaters

Joint: Diversity (TX & RPPT)

Untying the Knot– Until Death and Taxes Do Us Part

Joint: Diversity Committee and Young Lawyers Forum (Tax & RPPT)

From Planting to Harvest: Marketing for Associates

Low Income Taxpayers

A Practical Look at Immigration Problems in West and South Texas as They Intersect With Federal Reporting and Filing Requirements

Partnerships & LLCs

U.S. Investment in Canada– Hybrids and Other Vehicles

PT: Elder Law, Disability Planning and Bioethics Group

Power of Attorney Hot Topics—American and Canadian Perspectives

PT: Emotional & Psychological Issues in Estate Planning Committee

Good Grief: What Trust and Estate Lawyers Should Know about Working With Clients and Grief

PT: Litigation, Ethics and Malpractice Group

Myths, Realities and Liabilities Under Modern Portfolio Theory And the Uniform Prudent Investor Act

Total Return Trusts —A Decade of Progress, But Are We There Yet?

Real Estate

Deal Points Panels: Drafting DROs after Hubert Enterprises

REIT Customary Services Issues

RP Commercial Real Estate Transactions Group

Panel paper

RP Hospitality, Community Recreation and Common Interest Developments Group

Hotel and Condotel Financing: Due Diligence and Document Checklists to Know What You Need to Know

RP Leasing Group

Negotiating Specific Lease Clauses

Property Insurance

RP Real Estate Financing Group

Lending to TIC Owners: The Trends, the Risks, the Rewards

RP Residential, Multi-Family and Special Use Group

Creating an Age-Restricted Community: Overview of Housing for Older Persons Act of 1995

What Can and Should be Said: Practical Issues in Implementing Age Restrictions under HOPA

RP: Section Program

Choice of Entity Ownership of Real Estate Including Cross Border Investors

RP: Special Investors and Investment Structure Group

REIT Qualification Requirements

S Corporations

Taxable Income of an S Corporation

Sales, Exchanges and Basis

Current Developments in Like-Kind Exchanges

Is This Exchange Agreement OK to Sign? Sample Provisions

Loan Modifications--Notice 2007-17

Section Program: Asset Protection Planning Committee (PT)

Advisor's Guide to Asset Protection Planning

Authorization of Agent

Managing the Increasing Threat to Estate Planning Structures from Creditors, Predators & Ex-Spouses

Sample Letter

Selecting an Offshore Jurisdiction

Swiss Annuities – As Good As Their Chocolate? Asset Protection, Estate Planning and Tax Deferral All In One Box

Section Program: Employee Benefits

409A Restrictions on Nonqualified Deferred Compensation: 409A Final Regulations’ International Rules

Panel PowerPoint

Section Program: Estate and Gift Taxes and Fiduciary Income Tax (Tax) and Income & Transfer Tax Planning Group (PT)

Installment Sales: Myths, Legend, Pitfalls, and Difficult Issues

Transfer Planning, Including Use of GRATS, Installment Sales to Grantor Trusts, and Defined Value Clauses to Limit Gift Exposure

Section Program: Fiduciary Income Tax (TX) and Income & Transfer Tax Planning Group, International Tax Planning Committee and Charitable Planning & Organizations Group (PT)

Cross Border Tax & Estate Planning Strategies for Canadians with US Assets

S-Canada: Cross-Border Charitable Planning Basics

Section Program: RP Residential, Multi-Family and Special Use Group

Supportive Housing as a Solution to Homelessness

Standards of Tax Practice

Issues Affecting a Lawyer Who is Advising a Client But Has No Financial Interest in the Patent and Other Related Matters

Panel Materials

State & Local Taxes

A National Overview of State and Local Tax Reform Efforts, Coupled to a Close Up Look at Michigan’s Single Business Tax Replacement

Pacific Northwest SALT Highlights

SALT & GST: Is the only thing they have in common is that they end in “T”?!

Tax Accounting

Recent Developments in the Area of Tax Accounting

Section 6655: Final Corporate Estimated Tax Regulations

Tax Accounting Issues in Infrastructure Transactions

Transfer Pricing

Marketing Intangibles: “I Know It When I See It.”

US Activities of Foreigners and Tax Treaties

The “New” Section 897(h) - Foreign Investment in “Qualified Investment Entities"