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2022 Fall Tax Meeting

October 13-15, 2022, Dallas, TX

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

Back to Basics: Collections Appeals

Important Developments


Affiliated and Related Corporations

More Than the Bare Minimum: A Closer Look at the CAMT

Co-obligor Debt in Affiliated Groups


Capital Recovery and Leasing

Current Developments and Update on Pending Guidance

Leasing Trends

Software Licenses and Tax in the Real World


Civil and Criminal Tax Penalties

Lawyer as Counselor: Improving Your Counseling Skills


Closely Held Businesses 

Practical Advice for Business Divorces Involving Interest Holders Treated as Employees for Non-Tax Purposes

Hot Topics for Closely Held Businesses

QSBS: Small Business, Big Exclusion


Corporate Tax

Unique Deal Structures and Bolt-On Innovations in M&A


Court Procedure and Practice

Depositions in United States Tax Court


Cryptocurrency Task Force

Current Developments in Crypto Taxation



Navigating from Immigration to Taxation

All Taxpayers Have a Stake in the Litigation of Pro Se Taxpayers


Employee Benefits

Department of Treasury/IRS Hot Topics

Skinny of Partnerships and Profits Interest

Welfare Plans Update


Estate & Gift Taxes

Transfer Tax Aspects of Community Property

Planning with Business Interests and Trusts: Issues with Getting Them Into and Holding Them in Irrevocable Trusts


Fiduciary Income Tax

The Art of the Marionette: Retaining Strings under Section 674

Giving With and Administering Cryptocurrency

Income Tax Planning with Non-Grantor Trusts


Financial Institutions & Products

Tax Hedging Transactions in Volatile Markets


Insurance Companies

Rising Inflation and Interest Rates - Effect on the Industry

Recent Legislation and Guidance Affecting Life, Non-Life, Health, and Captive Insurance


Individual & Family Taxation

Nuts and Bolts of New Tax Controversies: Part 1 - Gathering Information, Defining the Tax Problem, Proposing Solutions, and Beginning the Engagement

Nuts and Bolts of New Tax Controversy Clients: Part 2 - Obtaining, Interpreting, and Using IRS Transcripts


Investment Management

Legislative & Regulatory Update


Partnerships and LLCs

A Primer on Energy Partnerships and the Impact of IRA Energy Credits


Real Estate

Is It Mine (for Tax Purposes)? Sale Leasebacks and Other Section 467 Transactions

Investor versus Dealer in Sales of Real Property

The Wonderful World of Tax Insurance


Sales, Exchanges and Basis

Current Events, and 1031 and OZs Meet the OECD and Inflation Reduction Act of 2022

But Will the Step-Transaction Doctrine Apply?


Standards of Tax Practice

Coming Correct in Collections: Ethical Considerations

Ethical Issues in Federal Tax Practice - The Government Perspective


State and Local Taxes

Removing a Pinch of SALT: The Impact of Bankruptcy Proceedings on State and Local Tax Liabilities of Businesses in Restructuring or M&A Transactions

Using Experts in State Tax Matters

State and Local Tax Luncheon Presentation: Texas SALT Updates


Tax Accounting

COVID Payments - When Do You Have Income?

Current Developments

A Deep Dive in the Cost Offset Methods under Section 451


Tax Bridge

A Practical Introduction to Nontaxable Corporate Reorganizations Corporate Reorganizations


Tax Collection, Bankruptcy and Workouts

Tax Collection and Federal Litigation Updates


Tax Practice and Technology

How Artificial Intelligence and Diagramming are Changing the Future of Tax Professional Services

Tax Practice & Technology Update


Young Lawyers Forum

Unsend! A Young Tax Lawyer's Guide to Office Etiquette and Avoiding Faux Pas (and Fixing the Ones You Already Made)

Pillar Two, U.S. Multinational Enterprises and Legislative Inaction

A Primer on the Taxation of Life Insurance and Non-Qualified Annuities Insurance and Non-Qualified Annuities

Tax Treaties: A Guide to Analyzing Permanent Establishments, Limitation on Benefits, and Withholding Taxes