May 25, 2017

2008 Joint Fall CLE Meeting

TaxIQ

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 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. In addition, Tax Section books and government submissions can be viewed in the TaxIQ searchable database.


2008 Joint Fall CLE Meeting, San Francisco, CA

Return to Index Search Page
Committee Name
Program Material Title
Speaker/Author Name
Document ID Number
Administrative Practice Deference to Regulations Chicoine, Robert J.
Colvin, John M.
547200809065
Administrative Practice LMSB Update: The Industry Issue Focus Initiative - Managing & Resolving Tiered Issues Desmond, Michael J. 547200809091
Administrative Practice Selected Recent Developments in Administrative Practice Johnson, Kevin 547200809101
Affiliated & Related Corporations Final Unified Loss Rules Dubroff, Andrew 547200809088
Affiliated & Related Corporations Panel PowerPoint Gonzalez, Albert 547200809104
Banking and Savings Institutions Selected Mark-to-Market, Character and Interest Expense Limitation Considerations in a Wayward Economy Costa, Michael
Swiader, Michael
547200809086
Banking and Savings Institutions Panel PowerPoint Wheeler, Charles C. 547200809106
Banking and Savings Institutions Panel PowerPoint Cook, Philip C. 547200809105
Capital Recovery & Leasing Tax Incentives for Solar Energy Reinstein, Todd B. 547200809115
Civil and Criminal Tax Penalties Reports of Subcommittees: Important Developments – Criminal Penalties Brackney, Megan L. 547200809019
Civil and Criminal Tax Penalties International Audits-Current Enforcement Concerns and Common Issues Astengo, Alan 547200809034
Civil and Criminal Tax Penalties Important Developments on Civil Penalties: May 2008 through August 2008 Bowling, Julie
Cullinan, Thomas A.
547200809035
Civil and Criminal Tax Penalties Panel PowerPoint Comisky, Ian 547200809077
Corporate Tax Panel PowerPoint Williams, Rose 547200809118
Corporate Tax Panel PowerPoint Nacamuli, Audrey 547200809116
Court Procedure and Practice Panel PowerPoint Nessler, Richard 547200809094
Court Procedure and Practice The Burden of Proof in the Circuit Courts of Appeal Jones, Philip N. 547200809010
Court Procedure and Practice Summary of Current Developments Partain, Rachel 547200809014
Court Procedure and Practice Panel PowerPoint Allison, Mark 547200809072
Employee Benefits Wrap Plans - Revisited, Revised and Resurrected Lewis, Stuart M. 547200809001
Employee Benefits Section 409A: A Nightmare of Complexity Utz, John L. 547200809015
Employee Benefits Section 409A and SERPs Schwartz, Max J. 547200809016
Employee Benefits Plan Audits & DOL Enforcement Activities Dingwall, Ian 547200809022
Employee Benefits Overview of Final 403(B) Regulations – What You Need to Know and Do Before the End of 2008 Abramowitz, Robert L. 547200809026
Employee Benefits Let’s Explore Rev Proc 2007-71 Architect, Robert J. 547200809029
Employee Benefits Equity-based Awards Under Section 409A Ince, George R. Jr. 547200809042
Employee Benefits Employment Agreements - Section 409A Issue List Serota, Susan P. 547200809044
Employee Benefits EBSA Update – Summer 2008 Dingwall, Ian 547200809050
Employee Benefits Drafting Plans and Agreements in Light of 409A: Strategies and Tactics Utz, John L. 547200809064
Employee Benefits Panel PowerPoint Banister, Eleanor 547200809076
Employee Benefits: Section Program Landmark Genetic Nondiscrimination Legislation Stember, Mark L. 547200809030
Employee Benefits: Section Program Impact on Welfare Benefit Plans of Proposed EBSA Regulation on Reasonable Contracts or Arrangements Under Section 408(b) (2) Bianchi, Alden J. 547200809036
Employee Benefits: Section Program Employer-Sponsored Health Plans Under Non-Privacy Health Plan Provisions of HIPAA Watson, Roberta C. 547200809045
Employee Benefits: Section Program Metropolitan Life v. Glenn Kushner, Michael G. 547200809109
Employee Benefits: Section Program Conflict of Interest in Claims Decisions – A Critical Analysis of MetLife v. Glenn Stember, Mark L. 547200809054
Employment Taxes Important Developments Meyerer, Thomas 547200809090
Exempt Organizations Changing Standards for Exempt Organization Executive Benefits DeJong, Ralph 547200809112
Fiduciary Income Tax Recent Developments in Fiduciary Income Tax Stern, Lisa M. 547200809098
Fiduciary Income Tax Panel PowerPoint Fujimoto, Marcia K.
Keene, David
547200809096
Fiduciary Income Tax Partnership Interests Owned by Trusts and Estates: Understanding the Rules and Optimizing the Opportunities Fujimoto, Marcia K.
Keene, David
547200809024
Fiduciary Income Tax Navigation Through Life Settlements Jensen, J. Alan 547200809027
Fiduciary Income Tax International Update Basha, Leigh-Alexandra 547200809033
Financial Transactions Panel PowerPoint Gouwar, James A. 547200809067
Financial Transactions Panel PowerPoint Stevens, Matthew 547200809069
Foreign Activities of US Taxpayers Tax Consequences of the Declining Economy: Managing Gains & Losses Under Sections 267, 987 and 988 Crispino, Paul
Golden, David
Lee, Rebecca E.
547200809059
Foreign Activities of US Taxpayers Panel PowerPoint Rosenberg, Rebecca I. 547200809095
Individual and Family Taxation Federal & California Tax Issues for Non-Mainstream California Couples Taggart, William A. 547200809107
Individual and Family Taxation Comparison of Senator Obama’s and Senator McCain’s Tax Plans Viard, Alan 547200809083
Individual and Family Taxation: Section Program Rejecting Tax Exceptionalism in Judicial Deference and Administrative Procedure Act Compliance Hickman, Professor Kristen 547200809021
Individual and Family Taxation: Section Program General Outline Johnson, Professor Steve 547200809038
Individual and Family Taxation: Section Program Current and Emerging Battlegrounds Johnson, Professor Steve 547200809053
Investment Management Panel PowerPoint Almquist, Joel D. 547200809119
Investment Management Panel PowerPoint Rosier, Allison 547200809117
Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE) The Trustee's Role in the Management of Business Entities Brew, Gerard G. 547200809103
Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE) Conflicting Fiduciary Duties When Trusts and Estates Own Interests in Closely-Held Businesses Naples, David M. 547200809084
Joint: Closely Held Businesses (Tax), S Corporations (Tax) and Business Planning Group (RPTE) Aircraft Ownership: Tax & Legal Considerations Harper, Marc
Jacob, Mark
547200809058
Joint: Closely Held Businesses (Tax), S Corporations (Tax) and Business Planning Group (RPTE) Current Developments In Federal Taxation of S Corporations Kirk, David H. 547200809052
Joint: Closely Held Businesses (Tax), S Corporations (Tax) and Business Planning Group (RPTE) S Corporation Tax Update Kirk, David H. 547200809018
Joint: Closely Held Businesses (Tax), S Corporations (Tax) and Business Planning Group (RPTE) Appendix A Comparison of C Corporation ESOPs to S Corporation ESOPs Klein, William 547200809080
Joint: Closely Held Businesses (Tax), S Corporations (Tax) and Business Planning Group (RPTE) Panel Outline Klein, William 547200809093
Joint: Diversity (Tax) and (PRTE) Estate Planning for the Baby Boomers: Will They Have Estates to Plan? Hess, Professor Amy Morris 547200809087
Joint: Diversity (Tax) and (PRTE) Case Study: Planning for Multiple Generations - The Family of Robert and Regina Retired Hess, Professor Amy Morris 547200809082
Joint: Diversity (Tax) and (PRTE) Panel Outline Lindsay-Ochoa, Elizabeth 547200809062
Joint: Diversity Committee (Tax), Tax Practice Management (Tax) & Young Lawyers (Tax & RPTE) Excerpts from the 2007 NALP Foundation Attorney Attrition Study Greenaway, Thomas 547200809041
Joint: Diversity Committee (Tax), Tax Practice Management (Tax) & Young Lawyers (Tax & RPTE) Career Planning Worksheet Miller, Jill 547200809111
Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE) International Update Basha, Leigh-Alexandra 547200809033
Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE) Emerging Issues Under the Twin UPIAS: Uniform Prudent Investor Act (1994): Restatement (Third) of Trusts and Uniform Principal and Income Act (1997) Porter, Susan 547200809063
Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE) When Things Don’t Go As Expected: 3 Case Studies Feldman, Philip B. 547200809003
Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE) What Every Estate Planner Needs to Know About Hedge Funds Lee, Paul S. 547200809004
Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE) Entering the Crescent of Enlightenment: A Quick Tour of Community Property''s Utopian World Hayes, Philp 547200809043
Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE) Current Developments in Estate Planning Carter, Benjamin G.
Delich-Gould, Stacey
547200809085
Joint: Estate & Gift Taxes (Tax) and Income & Transfer Tax Planning Group (RPTE): Section Program Who Trumps Whom: When Can Taxpayers Ignore IRS Guidance? Cantrell, Carol 547200809002
Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE) Uniform Prudent Management of Institutional Funds Act Gary, Susan N. 547200809005
Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE) UMIFA and UPMIFA: The Law of Endowments Dryburgh, Erik 547200809006
Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE) The Uniform Unincorporated Nonprofit Association Act – A Vast Improvement and A First Attempt at International Collaboration Runquist, Lisa A. 547200809008
Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE) Supporting Organizations That Change Their Status McCoy, Jerry 547200809012
Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE) Supporting Organizations and Other Entities (After the Pension Protection Act) Casteel, Stephanie 547200809013
Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE) Is Mission Investing Prudent? Gary, Susan N. 547200809031
Joint: Exempt Organizations (TX) and Charitable Planning & Organization Group (RPTE) FSP No. FAS 117-1, Endowments of Not-for-Profit Organizations Thornton, Kelly 547200809039
Low Income Taxpayer Clinic Workshop Barriers that Representatives Face in EIC Audits Kensinger, Professor Dale 547200809056
Low Income Taxpayer Clinic Workshop EITC Audit Barriers and the Impact of Representation on EITC Audit Outcomes Slack, Eric D. 547200809047
Low Income Taxpayer Clinic Workshop Identify Theft Can Steal The Show - IRS Efforts to Protect Taxpayer Privacy Willis, Professor George 547200809037
Low Income Taxpayer Clinic Workshop Discussion Points for EITC Audits Kensinger, Professor Dale 547200809051
Low Income Taxpayers Collections Financial Standards Changes Smith, Carlton M. 547200809055
Low Income Taxpayers Military Tax Update Schimmel, Joseph Barry 547200809092
Partnerships & LLCs Topic Outline Banoff, Sheldon I. 547200809007
Partnerships & LLCs Economic Effect Rules and PIP Golub, Todd D. 547200809049
Partnerships & LLCs Panel PowerPoint Banoff, Sheldon I. 547200809068
Partnerships & LLCs Panel PowerPoint Schneider, Steven R. 547200809070
Partnerships & LLCs Appendix I - Legal Effectiveness of Backdating for State Law Purposes: Formation Issues Banoff, Sheldon I. 547200809081
Pro Bono Panel Outline and Materials Copeland, Elizabeth A. 547200809025
Real Estate New Proposed Regulations Under Section 460 Provide Relief for Condo Developers Genz, Peter J. 547200809108
Real Estate Free Money – Or Is It? The Taxation of Nonpartner Capital Contributions Kaplan, Eliot L. 547200809040
Real Estate Panel PowerPoint Rubin, Blake D. 547200809075
Real Estate Panel PowerPoint Sowell, James B. 547200809079
Real Estate Important Developments Keator, Todd D. 547200809089
Real Estate Recourse or Nonrecourse Rubin, Blake D. 547200809099
Sales, Exchanges & Basis Section 1031 Exchanges Involving Real Property: Why Should State Law Matter? Wilensky, Mark E. 547200809100
Sales, Exchanges & Basis Sales and Exchanges: Current Developments Jensen, Erik 547200809017
Sales, Exchanges & Basis Economic Substance Doctrine - Not Just For Shelters Anymore McKenney, Paul L. B. 547200809048
Sales, Exchanges & Basis Tax Treatment of Business Recoveries Wood, Robert W. 547200809102
Section Program: Employee Benefits Landmark Genetic Nondiscrimination Legislation Stember, Mark L. 547200809030
Section Program: Employee Benefits Impact on Welfare Benefit Plans of Proposed EBSA Regulation on Reasonable Contracts or Arrangements Under Section 408(b) (2) Bianchi, Alden J. 547200809036
Section Program: Employee Benefits Employer-Sponsored Health Plans Under Non-Privacy Health Plan Provisions of HIPAA Watson, Roberta C. 547200809045
Section Program: Employee Benefits Conflict of Interest in Claims Decisions – A Critical Analysis of MetLife v. Glenn Stember, Mark L. 547200809054
Section Program: Employee Benefits Metropolitan Life v. Glenn Kushner, Michael G. 547200809109
Section Program: Estate and Gift Tax Committee, Income and Transfer Tax Planning Group (RPTE) Who Trumps Whom: When Can Taxpayers Ignore IRS Guidance? Cantrell, Carol 547200809002
Section Program: Fiduciary Responsibility, Administration and Litigation Committee – Employee Benefit Plans and Other Compensation Arrangements Group (RPTE) Reporting & Disclosure of Fees for 401(k) and Other Plans – Coping with the New Regime Loebl, Richard 547200809020
Section Program: Fiduciary Responsibility, Administration and Litigation Committee – Employee Benefit Plans and Other Compensation Arrangements Group (RPTE) Emerging Standards: ERISA Service Contracting & Fee Disclosure Kelly, Peter M. 547200809046
Section Program: Individual and Family Taxation Rejecting Tax Exceptionalism in Judicial Deference and Administrative Procedure Act Compliance Hickman, Professor Kristen 547200809021
Section Program: Individual and Family Taxation General Outline Johnson, Professor Steve 547200809038
Section Program: Individual and Family Taxation Current and Emerging Battlegrounds Johnson, Professor Steve 547200809053
Section Program: Insurance and Financial Planning Committee - Non-Tax Estate Planning Considerations Group (RPTE) Panel PowerPoint Parker, Andrew
Parthemer, Mark R.
547200809071
Section Program: Plan Transactions and Terminations Committee – Employee Benefit Plans and Other Compensation Arrangements Group (RPTE) Panel PowerPoint Ashner, Harold 547200809074
Section Program: Plan Transactions and Terminations Committee – Employee Benefit Plans and Other Compensation Arrangements Group (RPTE) PBGC Outline Eggeman, Jim 547200809097
Section Program: Tax Litigation and Controversy Committee – Income & Transfer Tax Planning Group (RPTE) Estate and Gift Taxes and Fiduciary Income Tax Committees (Tax) McCord to Holman: Five Years of Value Judgments Spratt, James D. 547200809028
Section Program: Teaching Taxation, Tax Practice Management, Task Force on Patenting Tax Strategies (Tax) and Real Property, Trust and Estate Law (RPTE) Patented Tax Strategies – Ethical Concerns for the Tax Lawyer and Estate Planner Lang, Michael B. 547200809023
Section Program: Teaching Taxation, Tax Practice Management, Task Force on Patenting Tax Strategies (Tax) and Real Property, Trust and Estate Law (RPTE) Introduction to Tax Strategy Patents Aprill, Ellen P. 547200809032
Section Program: USAFTT, FAUST, Transfer Pricing (TX) and Income & Transfer Tax Planning Group (RPTE) Panel PowerPoint Rubinger, Jeffrey 547200809110
Standards of Tax Practice Panel Outline Rizek, Christopher S. 547200809061
State and Local Taxes The Economic Substance Doctrine in State and Local Taxation Faber, Peter 547200809009
State and Local Taxes Panel Paper Dlouhy, Francina
Gandhi, Lynn
Hedman, Sarah
Lard, Todd
547200809060
State and Local Taxes Debt Workouts and IRC §382: Could You Be Squeezed Between State and Federal Tax Laws? Meleney, Alex 547200809066
Tax Accounting Panel Paper Kay, Sharon 547200809114
Transfer Pricing Panel PowerPoint Lewis, Patricia G. 547200809078
Transfer Pricing Panel PowerPoint Williams, E. Miller 547200809113
US Activities of Foreigners and Tax Treaties Tax Planning for International Entertainers and Athletes Sczudlo, Paul A. 547200809011
US Activities of Foreigners and Tax Treaties Artists and Entertainers- A Subset unto Their Own Molenaar, Dr. Dick 547200809057
US Activities of Foreigners and Tax Treaties Panel PowerPoint Glicklich, Peter 547200809073