May 25, 2017

2010 Joint Fall CLE Meeting

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2010 Joint Fall CLE Meeting, Toronto, ON Return to Index Search Page
Committee Name Panel Title Speaker Name Doc ID #
Administrative Practice Back-to-Basics: IRS Appeals Johnson, Kevin 547201009003
Administrative Practice Back-to-Basics: IRS Appeals Johnson, Kevin 547201009016
Administrative Practice Future of International Enforcement in the Burgeoning Global Economy Murray, Fred F. 547201009001
Administrative Practice Important Developments Breen, Jennifer E. 547201009004
Administrative Practice IRS' Global High Wealth Industry - What to Expect and When Rocen, Donald T. 547201009002
Affiliated & Related Corporations Consolidated Tax Attributes - A Discussion about OFLs and DCLs Sotos, David 547201009006
Affiliated & Related Corporations Current Developments in Consolidated Returns Schneider, Mark 547201009005
Banking & Savings Institutions Past, Present and Future of Equity Swaps Keinan, Yoram 547201009121
Banking & Savings Institutions REMIC Update and Other Emerging Issues Lee, Rebecca E. 547201009009
Banking & Savings Institutions REMIC Update and Other Emerging Issues Littlefield, Clay 547201009008
Banking & Savings Institutions The Effect of Increased Reporting on US Borrowing Activities, Foreign Investors and the Shadow Banking System Nikravesh, Babak E. 547201009007
Capital Recovery & Leasing Current Developments Report and Update on Pending Guidance Jones, Alison 547201009110
Civil & Criminal Tax Penalties Civil Tax Penalty Abatements - Fact or Fiction? Ungerman, Josh 547201009011
Civil & Criminal Tax Penalties Civil Tax Penalty Abatements - Fact or Fiction? Ungerman, Josh 547201009012
Civil & Criminal Tax Penalties Reports of Subcommittees on Important Developments Brackney, Megan L. 547201009013
Civil & Criminal Tax Penalties Reports of Subcommittees on Important Developments Cullinan, Tom 547201009015
Civil & Criminal Tax Penalties Sensitive Issue Examination - Is Tweel Still Relevant? Sapinski, Richard J. 547201009014
Civil & Criminal Tax Penalties The Quiet Revolution - FATCA and Bank Secrecy Michel, Scott D. 547201009010
Corporate Tax Current Developments Bodoh, Devon M. 547201009018
Corporate Tax US-Canadian Cross-Border Transactions Blessing, Peter H. 547201009017
Court Procedure & Practice Litigating The Application Of Anti-Tax Avoidance Statutes – Learning From The Canada Experience McMahon, Jr., Professor Martin J. 547201009021
Court Procedure & Practice Litigating The Application Of Anti-Tax Avoidance Statutes – Learning From The Canada Experience Sapinski, Richard J. 547201009020
Court Procedure & Practice Recent Developments Minkovich, Alexandra 547201009019
Court Procedure & Practice US and Canada Approaches To Litigating Cross-Border Transactions Trauman, Brian 547201009022
Court Procedure and Practice Roundtable: What Works and What Doesn’t? Resolving Tax Disputes in the US and Canada Hicks, Matthew C. 547201009023
Employee Benefits Executive Compensation - A Review of Selected Issues Berek, David A. 547201009025
Employee Benefits Executive Compensation - A Review of Selected Issues Bianchi, Alden J. 547201009026
Employee Benefits Executive Compensation - A Review of Selected Issues Day, Althea R. 547201009028
Employee Benefits Form 5500 Update: EFAST2 Electronic Filing System, Expanded Schedule C Reporting and Other Important Changes Germano, Lisa C. 547201009030
Employee Benefits Hot Employee Benefits Topics Banister, Eleanor 547201009027
Employee Benefits Hot Employee Benefits Topics Banister, Eleanor 547201009119
Employee Benefits Hot Employee Benefits Topics Banister, Eleanor 547201009033
Employee Benefits Implementing Health Care Reform Cowart, Greta 547201009029
Employee Benefits Implementing Health Care Reform Cowart, Greta 547201009031
Employee Benefits Subcommittee on Defined Benefit Plans Employee Benefits Defined Benefit Plans Update Ashner, Harold J. 547201009035
Employee Benefits Subcommittee on Foreign and International Issues Employee Benefits International Update Jones, Mark C. 547201009037
Employee Benefits Subcommittee on Foreign and International Issues Employee Benefits International Update Vincent, David 547201009036
Employee Benefits Subcommittee on Self-Correction, Determination Letters and Other Administrative Practices Employee Benefits Administrative Practices Update Tavares, Lisa A. 547201009038
Employee Benefits Subcommittees on Executive Compensation and Fringe Benefits and Federal Securities Laws Issues Employee Benefits Executive Compensation, Fringe Benefits and Securities Law Update Day, Althea R. 547201009039
Employee Benefits Subcommittees on Welfare Plan Design and Funding, Cafeteria Plans and Reimbursement Accounts and HIPAA, COBRA & State Insurance Regulation of Welfare Plans Employee Benefits Welfare Benefits Design, Funding and Regulation Update Mendel, Linda 547201009040
Employment Taxes Advanced Employment Tax Audit Techniques Kundra, Chaya 547201009043
Employment Taxes Canadian and Cross Border Employment Tax Issues Mills, Lisa 547201009044
Employment Taxes Payments of US Source Income to Non-US Persons Leyden, Edward J. 547201009042
Exempt Organizations Citizens United: Implications of Corporate Political Free Speech for the EO Sector Kingsley, Beth 547201009047
Exempt Organizations Colleges and Universities – Current Audit Activity and What We Have Learned from the IRS Interim Report Spitzer, A.L. (Lorry) 547201009126
Exempt Organizations Expenditure Responsibility: Ten Puzzling Practical Problems Wexler, Robert A. 547201009046
Exempt Organizations The Effect of Health Care Reform on Hospitals DeJong, Ralph E. 547201009045
Fiduciary Income Tax Recent Developments Tobey, Judith K. 547201009127
Fiduciary Income Tax Rethinking Roth IRA Conversions in 2010 Hoyt, Professor Christopher R. 547201009048
Fiduciary Income Tax Rethinking Roth IRA Conversions in 2010 Hoyt, Professor Christopher R. 547201009049
Financial Transactions Anschutz and Calloway: Finding the Owner of Publicly Traded Stock Lipton, Richard M. 547201009050
Financial Transactions Anschutz and Calloway: Finding the Owner of Publicly Traded Stock Stevens, Matthew 547201009051
Financial Transactions Swaps and Stock Loans: The Latest on Dividend-Equivalent Payments Shulman, Michael 547201009125
Foreign Activities of US Taxpayers Doing Business in Canada: What US Multinationals Need to Know Richardson, Elinore 547201009052
Foreign Activities of US Taxpayers Economic Substance Codification – Issues for US Multinational Taxpayers Stack, Robert 547201009053
Individual & Family Taxation Tax Consequences of Disasters Summerhill, Louise R. 547201009054
Insurance Companies Canadian Taxation of Insurance Companies and Current Cross-Border Insurance Issues Miles, Michael R. 547201009057
Insurance Companies Update on Recent Tax Guidance Affecting Insurance Companies and Products Akins, Sean M. 547201009055
Insurance Companies Update on Recent Tax Guidance Affecting Insurance Companies and Products Springfield, Craig R. 547201009056
Investment Management Implications of Proposed Carried Interest Legislation May, Arnold P. 547201009058
Investment Management Partnership Allocations Cuff, Terence 547201009120
Joint: Business Planning Group (TE) and Closely Held Businesses (TX) Co- Ownership in Professional Practices- A Taxing Problem Prescott, William P. 547201009063
Joint: Business Planning Group (TE) and Closely Held Businesses (TX) Practical and Tax Issues in Shutting Down a Closely Held Business with Tax and Non-Tax Debts Pereira, Marcia 547201009061
Joint: Business Planning Group (TE) and Closely Held Businesses (TX) Primer on Tax Aspects and Mechanics of Entity Conversions Brewer, Cassady V.  547201009060
Joint: Business Planning Group (TE) and Closely Held Businesses (TX) Primer on Tax Aspects and Mechanics of Entity Conversions Brewer, Cassady V.  547201009064
Joint: Business Planning Group (TE) and Closely Held Businesses (TX) Primer on Tax Aspects and Mechanics of Entity Conversions Rico, Lisa M. 547201009062
Joint: Business Planning Group (TE) and Closely Held Businesses (TX) Primer on Tax Aspects and Mechanics of Entity Conversions Sparkman, Allen 547201009059
Joint: Business Planning Group (TE), Closely Held Businesses (TX) and S Corporations (TX) Choice of Entity in Light of New and Proposed Legislation Nichols, Thomas J. 547201009066
Joint: Business Planning Group (TE), Closely Held Businesses (TX) and S Corporations (TX) Choice of Entity in Light of New and Proposed Legislation Nichols, Thomas J. 547201009069
Joint: Business Planning Group (TE), Closely Held Businesses (TX) and S Corporations (TX) Choice of Entity in Light of New and Proposed Legislation Sparkman, Allen 547201009065
Joint: Business Planning Group (TE), Closely Held Businesses (TX) and S Corporations (TX) Important Developments Gorin, Steven B. 547201009068
Joint: Business Planning Group (TE), Closely Held Businesses (TX) and S Corporations (TX) Important Developments Gorin, Steven B. 547201009070
Joint: Business Planning Group (TE), Closely Held Businesses (TX) and S Corporations (TX) Important Developments Prescott, William P. 547201009067
Joint: Business Planning Group (TE), Closely Held Businesses (TX) and S Corporations (TX) International Tax Aspects of Cross Border Business of Closely Held Businesses in Canada Nielsen, David 547201009123
Joint: Estate & Gift Taxes (TX) and Income & Generation Skipping Transfers Committee of the Income and Transfer Tax Planning Group (TE) Tax Apportionment Clauses: Friend or Foe Sloan, Barbara 547201009071
Joint: Estate & Gift Taxes (TX) and Income & Transfer Tax Planning Group (TE) Current Developments Carter, Benjamin G. 547201009072
Joint: Estate & Gift Taxes (TX) and Income & Transfer Tax Planning Group (TE) Expatriation Under Section 877A's Mark-To-Market System, and What Notice 2009-85 Did and Did Not Tell Us LePree, Summer Ayers 547201009073
Joint: Estate & Gift Taxes (TX) and Income & Transfer Tax Planning Group (TE) Tax Issues in International Philanthropy Halfon, Ellen E. 547201009074
Joint: Estate & Gift Taxes and Fiduciary Income Tax Young Lawyers Subcommittee How to Develop an Estate Planning Practice Tucker, Stefan F. 547201009075
Joint: FAUST, Transfer Pricing & USAFTT (TX) Joint International Developments Panel Manasuev, Alexey 547201009076
Joint: FAUST, Transfer Pricing & USAFTT (TX) Joint International Developments Panel Rosenberg, Rebecca 547201009077
Joint: Young Lawyers Forum & Diversity (TX) Are You (Too) Confident About Your Tax Opinions?  Woodward, Bob 547201009078
LLCs And LLPs Subcommittee of Partnerships & LLCs LLC's and Partnerships: Recent Canadian Tax Developments - What Works and What Does Not Richardson, Elinore 547201009079
Low Income Taxpayers History of Low Income Tax Clinics Fogg, Professor Keith 547201009081
Low Income Taxpayers How to Start a Low Income Tax Clinic Smith, Douglas 547201009080
Partnerships & LLCs Don't Get Carried Away by Carried Interests Cohen, Adam M. 547201009082
Partnerships & LLCs Economic Substance in Partnership Transactions--Is it the Chicken Little of Legitimate Tax Planning? Huffman, Gary R. 547201009084
Partnerships & LLCs Hot Topics in Partnerships Borosh, Ossie 547201009083
Real Estate Debt Modifications -- New Developments in a Still Recovering Economy Lipton, Richard M. 547201009090
Real Estate Real Estate Roll-Up Transactions -- How Much Has Changed? Rayis, John D. 547201009087
Real Estate The Grass Is Greener -- Inbound and Outbound Investments in US and Canadian Real Estate Bernstein, Jack 547201009088
Real Estate The Grass Is Greener -- Inbound and Outbound Investments in US and Canadian Real Estate Genz, Peter J. 547201009086
Real Estate The Grass Is Greener -- Inbound and Outbound Investments in US and Canadian Real Estate Genz, Peter J. 547201009089
Real Estate The Grass Is Greener -- Inbound and Outbound Investments in US and Canadian Real Estate Ranger, Michel M. 547201009085
Sales, Exchanges & Basis Codification/Clarification of Economic Substance - The Rubber Meets the Road in Common Transactions Kim, Julian Y. 547201009092
Sales, Exchanges & Basis Current Non-Section 1031 Developments Jensen, Professor Erik M. 547201009094
Sales, Exchanges & Basis Like-Kind Exchange Current Developments Borden, Professor Bradley T. 547201009091
Sales, Exchanges & Basis The 2011 Tax Increases Are Comne - Carpe Diem Handler, Adam 547201009093
Section Program: Joint: Estate & Gift Taxes (TX and TE) Donee Selection and Practical Consideration Under Petter Formula Allocation Clauses Bradt, David 547201009095
Section Program: Joint: Estate & Gift Taxes (TX and TE) Donee Selection and Practical Consideration Under Petter Formula Allocation Clauses Franklin, Richard S. 547201009096
Section Program: Joint: Low Income Taxpayers, Administrative Practice, Court Procedure and Practice, Individual & Family Taxation and Pro Bono Innocent Spouse: Administrative and Litigation Issues on Innocent Spouse Cases Rice, David 547201009099
Section Program: Joint: Low Income Taxpayers, Administrative Practice, Court Procedure and Practice, Individual & Family Taxation and Pro Bono Innocent Spouse: Administrative and Litigation Issues on Innocent Spouse Cases Rice, David L. 547201009098
Section Program: Joint: Low Income Taxpayers, Administrative Practice, Court Procedure and Practice, Individual & Family Taxation and Pro Bono Innocent Spouse: Legislative Solution to Issues Raised in Innocent Spouse Cases Smith, Professor Carl 547201009097
Section Program: Tax Exempt Financing and Exempt Organizations Structuring Innovative Management Contracts for Bond Financed Projects Martin, Christie 547201009122
Standards of Tax Practice Ethical Issues in Federal Administrative Tax Practice Cooper, Matt 547201009101
Standards of Tax Practice Ethics and the Codification of Economic Substance Blessing, Peter H. 547201009100
State & Local Taxes Current and Thorny Unclaimed Property Issues Biek, John A. 547201009102
State & Local Taxes Current and Thorny Unclaimed Property Issues Biek, John A. 547201009108
State & Local Taxes Executive Committee Reports on Current SALT Issues Part 2: Are We There Yet?: Getting to 50 State Tax Tribunals -- An Update on the Model Tax Tribunal Act Calhoun, Jaye 547201009104
State & Local Taxes Executive Committee Reports on Current SALT Issues Part 2: Are We There Yet?: Getting to 50 State Tax Tribunals -- An Update on the Model Tax Tribunal Act Pierre, Shone 547201009103
State & Local Taxes Luncheon: New Breed of Amazon "Taxes" - - Colorado's Clever Twist Kranz, Stephen 547201009106
State & Local Taxes Purchasing Digital Products – A Comparison of Canadian and US Taxes Shaughnessy, John R. 547201009105
State & Local Taxes Recent State Challenges to Related Party Transactions and the Success or Lack Thereof: Business Purpose, Sham and Economic Substance Assertions Abound Fields, Craig B. 547201009107
Tax Accounting Accounting Method Issues Arising with respect to Losses and Bad Debts Conjura, Carol 547201009111
Tax Accounting Distinguishing Non-Deductible Fines and Penalties from Deductible Business Expenses Fernandez, Lew 547201009109
Tax Accounting Recent Developments in Tax Accounting Methods Shevak, Rich 547201009124
Tax Exempt Financing Legal Issues Related to the Paid Preparer Requirements for Forms 8038 Lashnits, Nancy M. 547201009113
Tax Exempt Financing The Issue Price Conundrum Pica, Justin R. 547201009112
Tax Practice Management Beyond the Basics: Understanding Financial Statements for Tax Lawyers Bitter, James G. 547201009114
Teaching Taxation Employing Stock: US and Foreign Taxation of Employee Stock Options Li, Professor Jinyan 547201009115
Teaching Taxation Employing Stock: US and Foreign Taxation of Employee Stock Options Liazos, Andrew C. 547201009032
Teaching Taxation Employing Stock: US and Foreign Taxation of Employee Stock Options Liazos, Andrew C. 547201009034
Teaching Taxation Employing Stock: US and Foreign Taxation of Employee Stock Options Liazos, Andrew C. 547201009041
Teaching Taxation Employing Stock: US and Foreign Taxation of Employee Stock Options Philipps, Professor Lisa 547201009116
Transfer Pricing US - Canada Hot Transfer Pricing Issues Canale, David 547201009117
US Activities of Foreigners & Tax Treaties Codification of Economic Substance -- Can we Predict the Future by Looking at the Past?  Ruchelman, Stanley C. 547201009118
US Activities of Foreigners & Tax Treaties Pitfalls and Benefits of Foreign Corporation using LLCs in the US Bernstein, Jack 547201009024