May 25, 2017

2009 Joint Fall CLE Meeting

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2009 Joint Fall CLE Meeting, Chicago, IL Return to Index Search Page
Committee Name
Program Material Title
Speaker/Author Name
Document ID Number
Administrative Practice Selected Recent Developments in Administrative Practice Jennifer Breen
547200909041
Administrative Practice Frequently Asked Questions Fred F. Murray
547200909035
Administrative Practice Parallel Civil and Criminal Tax Proceedings Fred F. Murray
547200909037
Administrative Practice Panel Materials Gregory J. Gawlik
547200909044
Affiliated and Related Corporations Panel Slides Mark Schneider 547200909124
Affiliated and Related Corporations Section 1.1502-36 -- Some remaining questions Jeffrey Vogel 547200909127
Banking & Savings Institutions History of Illinois Income Tax Apportionment Rules for Financial Organizations Fred Ackerson 547200909031
Banking & Savings Institutions Panel Materials Debra Koenig 547200909046
Business Cooperatives & Agriculture 2008 Farm Bill Outline Andrew J. Nolan 547200909118
Capital Recovery & Leasing Section 7701(e) Revisited: 25 Years Later is it a Service Contract or Lease? William S. Dixon 547200909139
Civil & Criminal Tax Penalties Important Developments - Criminal Megan L. Brackney 547200909035
Civil & Criminal Tax Penalties The Morning After... What you Need to Know About the FBAR and International Information Returns Including Defending Against and Litigating the Penalties Caroline D. Ciraolo 547200909094
Civil & Criminal Tax Penalties Back to the Future - Sentencing Under 18 U.S.C. § 3553(a) Factors Herbert J. Hoelter 547200909006
Civil & Criminal Tax Penalties Trying Complex Tax Cases To Lay Jurors Gordon C. Rhea 547200909097
Civil & Criminal Tax Penalties Sample Motion to Dismiss Superseding indictment and Decision on Motion to Dismiss Josh O. Ungerman 547200909083
Corporate Tax The Most Interesting Corporate Transactions of the Last Year Jennifer M. Wolff 547200909130
Court Procedure and Practice Atypical Statutes of Limitations Issues Mark Allison, Matthew C. Hicks, and Henry Schneiderman 547200909132
Court Procedure and Practice Erroneous Refund Suits Robin L. Greenhouse 547200909022
Court Procedure and Practice Yes, Even the IRS Gets it Wrong on Occasion: What to Do in the Event of a Wrongful Levy Michael I. Horowitz 547200909102
Court Procedure and Practice Freedom of Information Act: Does it Remain Useful in Tax Litigation? Dianne C. Mehaney 547200909027
Court Procedure and Practice Summary of Recent Developments Rachel Partain 547200909120
Court Procedure and Practice An Overview of Petitions for Declatory Judgment in the U.S. Tax Court David R. Reid 547200909003
Court Procedure and Practice IRS Authority to Issue John Doe Summonses Under IRC Section 7609(f) Richard J. Sapinski 547200909123
Employee Benefits Recent Health and Welfare Plan Changes Andy R. Anderson 547200909075
Employee Benefits Voluntary Corrections of Code Section 409A Operational Failures: IRS Notice 2008-113 and Beyond Alden J. Bianchi 547200909100
Employee Benefits Panel Outline Slides Susan J. Daley 547200909049
Employee Benefits Employee Benefits Guidance Released May - September 2009 Kurt L.P. Lawson 547200909021
Employee Benefits Guaranteed Income Investments for 401(k) Plans Income Tax and Fiduciary Issues W. Waldan Lloyd 547200909028
Employee Benefits Application of the Americans with Disabilities Act to Health Risk Assessments Linda R. Mendel 547200909005
Employee Benefits Impact of Recent Legislation on Cafeteria Plans Linda R. Mendel 547200909034
Employee Benefits Fiduciary Considerations Andrée M. St. Martin 547200909024
Employee Benefits Distributing Annuities from Defined Contribution Plans Robert J. Toth, Jr. and
Robert W. Kistler
547200909018
Employee Benefits HITECH Act Roberta Casper Watson 547200909127
Employee Benefits The New HIPAA: Penalties with Teeth Roberta Casper Watson 547200909095
Employee Benefits Practical Considerations for Making Global Equity Grants Susan A. Wetzel 547200909128
Employee Benefits Subcommittee on Defined Benefit Plans Recent PBGC Legislative and Regulatory Developments (September 1, 2008, to September 8, 2009) Harold J. Ashner 547200909076
Employee Benefits Subcommittee on Defined Benefit Plans PBGC Issues in a Troubled Economy Terrence M. Deenen 5470200909065
Employee Benefits Subcommittee on Defined Contribution Plans Panel Materials Robert Miller 547200909117
Employee Benefits Subcommittee on Distributions Roth Conversions: Let’s Do the Math Michael S. Lee 547200909080
Employee Benefits Subcommittee on EEOC Issues/FMLA, Military and Other Leaves HEART Act Questions Relating to Qualified Retirement Plans and Health Flexible Spending Account Plans Thomas C. Graves and
Mary M. Potter
547200909030
Employee Benefits Subcommittee on Foreign and International Issues FBAR Reporting Requirements Andrew C. Liazos 547200909113
Employee Benefits Subcommittee on Mergers and Acquisitions Determination Of Highly Compensated Employee In Year of Asset Acquisition Robert Miller 547200909017
Employee Benefits Subcommittee on Mergers and Acquisitions Concerns Regarding Pre-Participation Service Credit and Imputed Service Susan A. Wetzel 547200909011
Employee Benefits Subcommittee on Mergers and Acquisitions Flexible Spending Accounts in Asset Transactions Jennifer M. Wolff 547200909130
Employee Benefits Subcommittee on Self Correction, Determination Letters and Other Administrative Practices Qualified Plan Law Changes and Deadlines - Post GUST Joy M. Mercer 547200909069
Employee Benefits Subcommittee on Self Correction, Determination Letters and Other Administrative Practices Dealing with Late Amendments to Qualified Plans: Submission Process and Fee Summary under Revenue Procedure 2008-50 Joy M. Mercer and
Thomas C. Farnam
547200909015
Employee Benefits Subcommittee on Self Correction, Determination Letters and Other Administrative Practices Using VCP for Adopting Retroactive Amendments: When Do You File a Determination Letter with the VCP Application? Joy M. Mercer 547200909114
Employee Benefits Subcommittee on Self Correction, Determination Letters and Other Administrative Practices Amendments Due in 2009: Pension Protection Act Changes Joy M. Mercer 547200909002
Employee Benefits Subcommittees on Executive Compensation, Federal Securities Laws Issues and Fringe Benefits Revenue Ruling 2008-13 Discussion Althea R. Day 547200909079
Employee Benefits Subcommittees on Executive Compensation, Federal Securities Laws Issues and Fringe Benefits Clawback Discussion Althea R. Day 547200909010
Employee Benefits Subcommittees on Executive Compensation, Federal Securities Laws Issues and Fringe Benefits Stop Before You Swap: “Rescuing” Equity Compensation Larry Schumer 547200909090
Employment Taxes Important Developments (May - September, 2009) Thomas H. Meyerer 547200909115
Employment Taxes Recent Developments in Illinois Unemployment Insurance Law Gregory J. Ramel 547200909073
Employment Taxes Panel Outline William Hays Weissman 547200909048
Energy & Environmental Taxes Tax Issues Associated with Climate Change Legislation Robert Gordon 547200909108
Energy & Environmental Taxes Renewable Energy Project Tax Planning Andrew W. Ratts 547200909122
Energy & Environmental Taxes Tax Issues Associated with Climate Change Legislation Robert M. Gordon,
Matthew P. Haskins, and James G. Rafferty
547200909108
Energy & Environmental Taxes Panel Presentation Todd Reinstein 547200909052
Exempt Organizations Panel Materials David Chernoff, Drew Porter, Celia Roady, and Robert A. Wexler 547200909045
Exempt Organizations Section 501(c)(4) after Vision Service Plan Robert W. Friz 547200909086
Exempt Organizations Subcommittees on Private Foundations, Unrelated Business Income and International Philanthropy Structures for Raising Funds in the United States to Support Foreign Charities Victoria B. Bjorklund 547200909091
Fiduciary Income Tax The Top Thirty (or so) List of Both Personal and Business Insurance Planning Mistakes Lawrence Brody and
Mary Ann Mancini
547200909096
Fiduciary Income Tax New York and Connecticut Income Taxes on Trusts Alvina H. Lo 547200909040
Fiduciary Income Tax Planning to Minimize or Avoid State Income Taxes on Trusts Richard W. Nenno 547200909066
Fiduciary Income Tax Navigating Grantor Trust Issues Under Section 678: Before and After the Settlor's Death Laura Peebles 547200909039
Fiduciary Income Tax Illinois Income Taxation of Trusts Rana Salti 547200909033
Fiduciary Income Tax Recent Development in Fiduciary Income Tax Judith K. Tobey 547200909125
Financial Products Derivatives Regulation Tax Implications Slides Viva Hammer 547200909133
Financial Products Panel Slides Richard Larkins, Mark Perwien, and Lucy Farr 547200909136
Foreign Activities of US Taxpayers Panel Slides Marc J. Gerson 547200909058
Individual & Family Income Tax Hypothetical H. Stow Lovejoy 547200909032
Individual & Family Income Tax Panel PowerPoint H. Stow Lovejoy 547200909051
Investment Management Redemptions & Transfers of Partnership Interests Andrew W. Needham 547200909077
Investment Management Foreign Financial Account Reporting Developments - Form TD F 90-22.1 (aka the “FBAR”) William P. Zimmerman 547200909025
Joint Section Lunch/Plenary Session IRS Regulation of Tax Return Preparers Helen M. Hubbard 547200909037
Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE) Panel Presentation Milford B. Hatcher 547200909056
Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE) Panel Materials Hugh F. Drake 547200909043
Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE) Panel Presentation William S. Forsberg and Douglas W. Stein 547200909054
Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE) Panel Materials Eric L. Green, Daniel H. McCarthy, and Gregory R. Wilson 547200909047
Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE) Survey of Tax Developments of Importance to Closely-Held Businesses Tye J. Kooster 547200909092
Joint: Closely Held Businesses (TX) and Business Planning Group (RPTE) You Got Me Into This, Now How Do I Get Out? Planning With Underwater Estate Planning Strategies Edward F. Koren 547200909103
Joint: Exempt Organizations (TX) and Charitable Planning & Exempt Organization Group (RPTE) What To Do With Underwater CRTs, CGAs And Foundations Erik Dryburgh 547200909101
Joint: Exempt Organizations (TX) and Charitable Planning & Exempt Organization Group (RPTE) Special Charitable Deduction Rules Martin Hall 547200909089
Joint: Exempt Organizations (TX) and Charitable Planning & Exempt Organization Group (RPTE) Uniform Prudent Management of Institutional Funds Act: Investing and Spending in a Post-UMIFA World Carol G. Kroch 547200909098
Joint: Exempt Organizations (TX) and Charitable Planning & Exempt Organization Group (RPTE) Effect of Financial Losses on Private Foundations Janice E. Rodgers and Krupa D. Shah 547200909020
Joint: FAUST, Transfer Pricing and USAFTT Current Developments in International Taxation Jason S. Bazar 547200905014
Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX) Selecting and Working with Appraisers Ronald D. Aucutt 547200909088
Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX) Estate Planning and Administration for S Corporations Carol A. Cantrell 547200909023
Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX) Valuation of S-Corporations Carol A. Cantrell 547200909099
Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX) Current Developments in Estate Planning Benjamin C. Carter and Stacey Delich-Gould 547200909107
Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX) Next Stop--The Tax Court Lance S. Hall 547200909112
Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX) Selected Estate Planning Thoughts for Sub-chapter S Corporation Shareholders Lester B. Law 547200909087
Joint: Income & Transfer Tax Planning Group (RPTE) and Estate & Gift Taxes (TX) A Practical Guide to Private Aircraft for Private Clients David P. Yoe, Richard A. Lang, and Thomas P. Ward 547200909001
Joint: Young Lawyers Forum & Diversity Panel Slides Kelley Miller 547200909135
Low Income Taxpayers Panel Slides Megan L. Brackney 547200909061
Low Income Taxpayers Power of Attorney Issues Keith Fogg 547200909068
Partnerships & LLCs Panel Slides Jennifer Alexander, Audrey Ellis, and Laura Fields 547200905046
Partnerships & LLCs Panel PowerPoint Steven Schneider 547200909050
Real Estate Panel Slides Cristina Arumi, David H. Schnabel, and David A. Miller 547200909060
Real Estate Hot Topics in Real Estate Steven Frost, Lana Kalickstein, and Wayne Pressgrove 547200905121
Real Estate Current Tax Issues Relating to Structuring of Inbound Foreign Real Estate Investment Peter J. Genz 547200909013
Real Estate Foreign Investment in U.S. Real Estate Michael Hirschfield, James M. Lowy, and Bahar Schippel 547200909026
Real Estate Qualified Real Property Business Indebtedness – Current Financing Issues Todd F. Maynes and Richard Blumenreich 547200909070
S Corporations Panel Presentation John S. Harper, Dana Lasley, and Thomas J. Phillips 547200909053
S Corporations Post-Closing Tax Covenants Sample Clauses John S. Harper, Dana Lasley, and Thomas J. Phillips 547200909067
S Corporations Panel Presentation Laura Howell Smith 547200909055
S Corporations Important Developments in the Federal Income Taxation of S Corporations Dana Lasley and John B. Truskowski 547200909036
S Corporations Debt Workouts of S Corporations Lee G. Zimet and Linda Hui 547200909016
Sales, Exchanges & Basis Sales and Exchanges: Current Developments Erik M. Jensen 547200909082
Sales, Exchanges & Basis Sale or Surrender of Life Insurance Contracts Erik M. Jensen, Todd D. Keator, and Stephen D. Hooe 547200909081
Sales, Exchanges & Basis Current Developments in Like-Kind Exchanges David Shechtman and Kelly E. Alton 547200909012
Sales, Exchanges & Basis Capitalization of Direct and Indirect Costs in Real Estate Development Mark Willensky 547200909133
Section Program: Estate & Gift Taxes and Fiduciary Income Tax Understanding and Assessing an Appraisal Report Lance Hall and Stephanie Loomis-Price 547200909111
Section Program: FOIA Panel Slides Ronald Buch, Jr. 547200909106
Section Program: Representing Pro Se Taxpayers at Tax Court Calendar Call An Update on Innocent Spouse Claims Elizabeth A. Copeland 547200909004
Section Program: Representing Pro Se Taxpayers at Tax Court Calendar Call Head of Household, Child Tax Credit, Earned Income Credit, and Dependency Deduction Outline Thomas Greenaway 547200909109
Section Program: Representing Pro Se Taxpayers at Tax Court Calendar Call Substantiation Outline Thomas Greenaway 547200909110
Section Program: The Need for Immediate Changes to Our Estate and Gift Tax Laws—Likely Changes and Planning Implications The Need for Immediate Changes to Our Estate and Gift Tax Laws—Likely Changes and Planning Implications Ronald D. Aucutt 547200909104
Standards of Tax Practice Panel Materials Linda M. Beale 547200909042
Standards of Tax Practice Recent Developments and Decisions from the IRS' Office of Professional Responsibility Laura L. Gavioli 547200909071
Standards of Tax Practice Circular 230 - Ethics in Collections Carol M. Luttati 547200909008
Standards of Tax Practice Scenarios Robert E. McKenzie 547200909084
Standards of Tax Practice Panel Slides Scott D. Michel 547200909116
Standards of Tax Practice Circular 230: An In-house View on the Ethics of Opinion Writing Louise Weingrod 547200909009
State & Local Taxes Recent Developments in Apportionment of Non-Income Taxes David A. Hughes 547200909072
State & Local Taxes Panel Presentation and Discussion Stephanie Anne Lipinski Galland, Lynn A. Gandhi, and David J. Shipley 547200909057
State & Local Taxes Cutting Edge Nexus John R. Shaugnessy, Jr., Robert D. Plattner, and David J. Shipley 547200909014
State & Local Taxes H.R. 2110 - The Mobile Workforce State Income Tax Fairness and Simplification Act Shirley Sicilian 547200909029
State & Local Taxes Mobile Workforce Withholding Model Statute - Policy Checklist Shirley Sicilian 547200909038
State & Local Taxes Panel Slides Shirley Sicilian 547200909063
Tax Accounting Summary of Rev. Proc. 2009-39 Collen O'Connor 547200909119
Tax Accounting Panel Slides Ellen McElroy 547200909062
Tax Accounting Recent Developments in Tax Accounting Methods Scott Rabinowitz 547200909074
Tax Exempt Financing Section 265(b)(3)(G) Wendy T. Salinas 547200909085
Tax Exempt Financing Bond Enforcement and VCAP Mark Scott 547200909007
Tax Practice Management Tax Research Today: The Free, The Paid and the Most Effective Professors Rosalie Sanderson and Ann F. Thomas 547200909093
Teaching Taxation Normative Justifications for Food Excise Taxes Katie Pratt 547200909041
Transfer Pricing Update on US APA Program Craig A. Sharon 547200909142
US Activities of Foreigners & Tax Treaties Section 7874: Recent Developments William S. Dixon 547200909140
Young Lawyers Forum (Tax & RPTE) Domestic Tax Planning with Disregarded Entities: Paradise Found Alice G. Abreu 547200909019
Young Lawyers Forum (Tax & RPTE) Representing Taxpayers in Tax Court Robert E. McKenzie 547200909078