May 25, 2017

    2007 Joint Fall CLE Meeting

    TaxIQ

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    2007 Joint Fall CLE Meeting, Vancouver, BC

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    Committee Name
    Program Material Title
    Speaker/Author Name
    Document ID Number
    Banking & Savings Institutions PowerPoint Presentation Stevens, Matthew 547200709048
    Civil & Criminal Tax Penalties Important Civil Developments Rettig, Charles P. 547200709027
    Civil & Criminal Tax Penalties Important Developments - Criminal Ciraolo, Caroline D. 547200709028
    Civil & Criminal Tax Penalties New Return Preparer Rules: Harsher Standards and Harsher Penalties Is It Time to Retire Early? Wollman, Diana 547200709040
    Civil & Criminal Tax Penalties Subcommittees Report: Legislative and Administrative Developments Colvin, John M. 547200709063
    Closely Held Businesses (Tax) and Business Planning Group (PT) Conflicts and Ethical Issues in Planning With Family Business and Investment Entities Schumacher, Prof. Scott A. 547200709014
    Corporate Tax Satisfying the Active Business Requirement in a Spin-Off -- Part II Cummings, Jack 547200709056
    Court Procedure and Practice Summary of Current Developments Partain, Rachel 547200709064
    Employee Benefits Automatic Savings Savvy (PowerPoint) Banister, Eleanor
    Harwick, Cheryl L.
    Stewart, Gail W.    		 547200709010
    Employee Benefits ERISA Fiduciary Provisions Affecting Vendor Contracts Andrioff, Joni L. 547200709022
    Employee Benefits Vendor Contracting -- A Primer On The "Dos" and "Don''ts" for Hiring Benefit Plan Service Providers Utz, John L. 547200709074
    Employee Benefits Vendor Contracting – Fiduciary Issues to Consider When Changing Benefit Plan Service Providers Including Blackout Periods and Revenue Sharing Arrangements O'Hare, Bernard F. 547200709075
    Employee Benefits Vendor Contracting – Fiduciary Issues to Consider When Changing Benefit Plan Service Providers Including Blackout Periods and Revenue Sharing Arrangements PPT O'Hare, Bernard F. 547200709076
    Energy and Environmental Taxes Another Day Older and Deeper in Debt: How Tax Incentives Encourage Burning Coal and the Consequences for Global Warming Mann, Prof. Roberta 547200709008
    Energy and Environmental Taxes Canadian Resource Taxation Calverley, Anne 547200709011
    Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) 50-state comparison of LLC legislation Jetel, Amy P. 547200709002
    Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) 50-state comparison of LP legislation Jetel, Amy P. 547200709003
    Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) 50-state comparison of Rule Against Perpetuities laws Jetel, Amy P. 547200709004
    Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) Current Developments in Estate Planning Carter, Benjamin
    Delich-Gould, Stacey    		 547200709018
    Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) Panel Power Point Presentation Jetel, Amy P. 547200709045
    Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) State ''Decanting'' Statutes Chart Porter, Susan 547200709061
    Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) What Every Estate Planner Needs to Know About the 409A Final Regulations Jansen, Donald O. 547200709024
    Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT) What Every Estate Planner Needs to Know About the 409A Final Regulations (PowerPoint presentation) Jansen, Donald O. 547200709023
    Exempt Organizations (Tax) and Charitable Planning & Organizations Group (PT) Cross-Border ''Granting'': Canada to US Mason, Margaret H. 547200709017
    Exempt Organizations (Tax) and Charitable Planning & Organizations Group (PT) Donor Advised Funds and Supporting Organizations Hoyt, Prof. Christopher R. 547200709021
    Fiduciary Income Tax Charities as Beneficiaries of Estates: How Should They Protect Their Interests? Katzenstein, Lawrence P. 547200709012
    Fiduciary Income Tax Recent Developments in Fiduciary Income Tax Stern, Lisa M. 547200709050
    Fiduciary Income Tax Split Dollar Life Insurance Funding: You Mean People Still Do That? Husbands, Joshua E. 547200709060
    Foreign Activities of US Taxpayers Structuring Outbound Private Equity Transactions: Emerging Issues and Pitfalls Greenwald, Lewis J.
    McKniff, Joseph
    Sloan, Eric    		 547200709062
    Foreign Activities of US Taxpayers Treaty Issues for Super-Entrepreneurs Chip, William W. 547200709071
    Investment Companies Inverse Floaters Collinson, Dale S. 547200709030
    Joint: Diversity (TX & RPPT) Untying the Knot– Until Death and Taxes Do Us Part Bay, Kathleen Ford 547200709073
    Joint: Diversity Committee and Young Lawyers Forum (Tax & RPPT) From Planting to Harvest: Marketing for Associates Wolf, Allison 547200709053
    Low Income Taxpayers A Practical Look at Immigration Problems in West and South Texas as They Intersect With Federal Reporting and Filing Requirements Johnson, Judy 547200709006
    Partnerships & LLCs U.S. Investment in Canada– Hybrids and Other Vehicles Botz, Peter
    Soomer, Kalle    		 547200709072
    PT: Elder Law, Disability Planning and Bioethics Group Power of Attorney Hot Topics—American and Canadian Perspectives Whitton, Linda S. 547200709047
    PT: Emotional & Psychological Issues in Estate Planning Committee Good Grief: What Trust and Estate Lawyers Should Know about Working With Clients and Grief Barber, Judy
    Glober, Gary    		 547200709025
    PT: Litigation, Ethics and Malpractice Group Myths, Realities and Liabilities Under Modern Portfolio Theory And the Uniform Prudent Investor Act Campisi, Dominic J. 547200709038
    PT: Litigation, Ethics and Malpractice Group Total Return Trusts —A Decade of Progress, But Are We There Yet? Wolf, Robert B. 547200709041
    Real Estate Deal Points Panels: Drafting DROs after Hubert Enterprises Golub, Todd D.
    Whiteway, Andrea    		 547200709020
    Real Estate REIT Customary Services Issues Genz, Peter J. 547200709051
    RP Commercial Real Estate Transactions Group Panel paper Buttress, Larry
    Franscona, Oliver E.
    Schreck, Nelse T.    		 547200709044
    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 Gross, Owen P. 547200709026
    RP Leasing Group Negotiating Specific Lease Clauses Osborne, Scott B. 547200709039
    RP Leasing Group Property Insurance Feldman, Herbert H. 547200709049
    RP Real Estate Financing Group Lending to TIC Owners: The Trends, the Risks, the Rewards Davenport, Filicia 547200709033
    RP Residential, Multi-Family and Special Use Group Creating an Age-Restricted Community: Overview of Housing for Older Persons Act of 1995 Herrigel, David A. 547200709015
    RP Residential, Multi-Family and Special Use Group What Can and Should be Said: Practical Issues in Implementing Age Restrictions under HOPA Darrow, Philip H. 547200709077
    RP: Section Program Choice of Entity Ownership of Real Estate Including Cross Border Investors Appel, Alan I.
    Hirschfeld, Michael
    Keatinge, Robert R.
    Lailey, Paul D.    		 547200709013
    RP: Special Investors and Investment Structure Group REIT Qualification Requirements Howell, George C. III 547200709052
    S Corporations Taxable Income of an S Corporation Anderson, Kevin
    Hill, Kristin    		 547200709068
    Sales, Exchanges and Basis Current Developments in Like-Kind Exchanges Shechtman, David 547200709019
    Sales, Exchanges and Basis Is This Exchange Agreement OK to Sign? Sample Provisions Shechtman, David 547200709031
    Sales, Exchanges and Basis Loan Modifications--Notice 2007-17 Adelman, Charles M.
    Biafore, Thomas
    Kurzeja, Paul
    Stevenson, Virginia    		 547200709034
    Section Program: Asset Protection Planning Committee (PT) Advisor's Guide to Asset Protection Planning Langa, Melissa 547200709007
    Section Program: Asset Protection Planning Committee (PT) Authorization of Agent Langa, Melissa 547200709009
    Section Program: Asset Protection Planning Committee (PT) Managing the Increasing Threat to Estate Planning Structures from Creditors, Predators & Ex-Spouses Mata, Mario A. 547200709036
    Section Program: Asset Protection Planning Committee (PT) Managing the Increasing Threat to Estate Planning Structures from Creditors, Predators & Ex-Spouses White, Kalimah Z. 547200709035
    Section Program: Asset Protection Planning Committee (PT) Sample Letter Langa, Melissa 547200709055
    Section Program: Asset Protection Planning Committee (PT) Selecting an Offshore Jurisdiction Langa, Melissa 547200709059
    Section Program: Asset Protection Planning Committee (PT) Swiss Annuities – As Good As Their Chocolate? Asset Protection, Estate Planning and Tax Deferral All In One Box Bove, Jr., Alexander A. 547200709067
    Section Program: Employee Benefits 409A Restrictions on Nonqualified Deferred Compensation: 409A Final Regulations’ International Rules Douglas, Stephen
    Hall, Russell E.    		 547200709001
    Section Program: Employee Benefits Panel PowerPoint Hall, Russell E. 547200709046
    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 Akers, Stephen R.
    Bergner, John F.
    Fletcher, Derek L.
    Hundley, Laura S.
    Manigault, Edward M.    		 547200709029
    Section Program: Estate and Gift Taxes and Fiduciary Income Tax (Tax) and Income & Transfer Tax Planning Group (PT) Transfer Planning, Including Use of GRATS, Installment Sales to Grantor Trusts, and Defined Value Clauses to Limit Gift Exposure Akers, Stephen R. 547200709070
    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 Altro, David A. 547200709016
    Section Program: Fiduciary Income Tax (Tax) and Income & Transfer Tax Planning Group, International Tax Planning Committee and Charitable Planning & Organizations Group (PT) S-Canada: Cross-Border Charitable Planning Basics McCoy, Jerry J. 547200709057
    Section Program: Individual and Family Taxation (Tax) and Elder Law, Disability Planning & Bioethics Group (TE) What Every Tax Practitioner Needs to Know About Elder Law Rice, David L. 547200709024
    Section Program: RP Residential, Multi-Family and Special Use Group Supportive Housing as a Solution to Homelessness Anand, Jasleen K. 547200709066
    Section Program: RP Residential, Multi-Family and Special Use Group Supportive Housing as a Solution to Homelessness Sanders, Michael I. 547200709065
    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 Lang, Michael B. 547200709032
    Standards of Tax Practice Panel Materials Michel, Scott D. 547200709043
    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 Cline, Dr. Robert J. 547200709005
    State & Local Taxes Pacific Northwest SALT Highlights Barton, Gregg
    Mahon, Bob
    Young, Mike    		 547200709042
    State & Local Taxes SALT & GST: Is the only thing they have in common is that they end in “T”?! Lipinski Galland, Stephanie Anne
    Robertson, David    		 547200709054
    Tax Accounting Recent Developments in the Area of Tax Accounting Towne, Gerald 547200709079
    Tax Accounting Section 6655: Final Corporate Estimated Tax Regulations Manousos, George 547200709058
    Tax Accounting Tax Accounting Issues in Infrastructure Transactions Conjura, Carol 547200709078
    Transfer Pricing Marketing Intangibles: “I Know It When I See It.” Gomes, A. Tracy
    Martin, Mark R.
    Stewart, Jennifer E.    		 547200709037
    US Activities of Foreigners and Tax Treaties The “New” Section 897(h) - Foreign Investment in “Qualified Investment Entities" Rubinger, Jeffrey 547200709069