TaxIQ

2019 Fall Tax Meeting

October 3-5, San Francisco, CA

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.



Materials by Committee

Administrative Practice

Important Developments in Administrative Practice

The Compliance Assurance Program (CAP), Today and Tomorrow

 

Affiliated and Related Corporations

Current Developments in Affiliated & Related Corporations

 

Capital Recovery and Leasing

Current Developments and Update on Pending Guidance

An (Unexpected) Interest in ADS - Part II

 

Civil and Criminal Tax Penalties

Voluntary Disclosures in California

Cryptocurrency: IRS Enforcement Efforts to Ensure Compliance

 

Closely Held Businesses and Business Planning Group

Hot Topics for Closely Held Businesses

Closely Held Businesses from Start to Finish, a Three-Part Series: Part III: The End

State and Local Tax Planning for Closely Held Businesses and Their Owners

 

Court Procedure and Practice

Current Developments in Court Procedure and Practice

Private Causes of Action Under the Code

Outline: Private Causes of Action Under the Internal Revenue Code

 

Diversity

 

Employee Benefits

Administrative Practices Update
Subcommittee on Self-Correction, Determination Letters and Other Administrative Practices

Distributions Update
Subcommittee on Distributions

Exempt Organization and Governmental Plans Update
Subcommittee on Exempt Organization and Governmental Plans

ESOP Update
Subcommittee on ESOPs

Corporate Counsel Forum
Employee Benefits Corporate Counsel Forum

Hot Off the Press: The Latest From Congress and the Courts

Evolving Issues in ESOPs

 

Estate & Gift Taxes

New Kids on the Block(chain): Planning with Bitcoin, and Cryptocurrency

Electronic Wills

Uniform Directed Trust Act

After the Ink Dries: Selected Administration and Litigation Issues and Practical Solutions for the Trust and Estate Lawyer
Young Lawyers Subcommittee

 

Exempt Organizations

Charitable Gifts of Private Fund Interests
Co-Sponsored by: RPTE Charitable Group

Current Developments: Guidance Under the 2017 Tax Act and Beyond

Fiscal Sponsorship After 25 Years

 

Fiduciary Income Tax (TX) and Income & Transfer Tax Planning Group (TE) (JT)

Current Developments in Fiduciary Income Tax

 

Financial Transactions

Contingent Value Rights, Earn-Outs & Other Contingent Payment Instruments

 

Individual and Family Taxation

Hot Practice Tips for Dealing with Innocent Spouse Relief

The IRS Violated my Client's Religious Liberties: When is This Unlawful and What Can We Do About It?

 

Investment Management

Actively Managed ETFs: Tax and Securities Law Considerations

Private Equity M&A: Structuring Considerations and Select Tax Issues in Negotiating the Deal

LP Tax Issues - What do private equity sponsors need to know?

 

Partnerships and LLCs

Section 163(j) and Partnerships

Partnership Continuations and Terminations After the TCJA

Partnership Reporting Considerations - Selected Post-TCJA Issues

 

Pro Bono and Tax Clinics

Prior Opportunities to Dispute Liability in Collection Due Process: An Oversized Reaction to Insufficient Action
Co-Sponsored by: Administrative Practice, Individual & Family Taxation, Tax Collection, Bankruptcy & Workouts

Recent Developments in Innocent Spouse Litigation
Co-Sponsored by: Individual & Family Taxation, Court Procedure & Practice

Adopt-A-Base Needs You
Co-Sponsored by: Individual & Family Taxation

 

Real Estate

Section 1031 and Opportunity Zones

Private REITs - Qualification Issues

Hot Topics in Real Estate

 

S Corporations

Current Developments in the Federal Income Taxation of S Corporations

Hot Topics in S Corporations

 

Sales, Exchanges and Basis

Where Do We Stand on Qualified Opportunity Funds?

California's Under-the Microscope Approach to 1031

 

Standards of Tax Practice

Ethical Considerations for Advising and Representing Clients on Cannabis and Cryptocurrency

 

State and Local Taxes

State Corporate Income Tax Impacts on GILTI: Challenges and Opportunities

 

Tax Accounting

Current Developments in Tax Accounting

 

Tax Bridge to Practice

A Practical Approach to Section 199A
Co-sponsored by: Partnerships and LLCs

What is Collection Due Process? A Practical Introduction to the Stages of CDP
Co-sponsored by: Individual & Family Taxation

 

Tax Practice Management

California's New Rules of Professional Conduct

 

Transfer Pricing

Remaking Transfer Pricing for the Digital Age Part One

Remaking Transfer Pricing for the Digital Age Part Two

 

U.S. Activities of Foreigners and Tax Treaties

International Tax Planning for Cross-Border Transportation

 

Young Lawyers Forum

Navigating the River Styx: Come Sail Away with These Post-Death Elections