May 25, 2017

    2009 Midyear Meeting

    TaxIQ

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    Section Meeting Materials Archive

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    2009 Midyear Meeting, New Orleans, LA

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    This is not a final listing. Please check back as more materials will be added over the next few weeks.
    Committee Name
    Program Material Title
    Speaker/Author Name
    Document ID Number
    Administrative Practice Methods for Resolving Tax Liabilities Garr, Lawrence D. 5470200901064
    Administrative Practice Selected Recent Developments in Administrative Practice Johnson, Kevin 5470200901082
    Administrative Practice Bankruptcy and Insolvency Effects of Examination and Collection Murray, Fred F. 5470200901091
    Administrative Practice A Penalty Flag on the Field? Reviewing the New IRS Whistleblower Action in the Big Leagues Pillar, Phillip 5470200901036
    Administrative Practice A Penalty Flag on the Field? Reviewing the New IRS Whistleblower Action in the Big Leagues (paper) Pillar, Phillip 5470200901094
    Administrative Practice Panel PowerPoint Trainer, Corina 5470200901073
    Affiliated & Related Corporations Intercompany Obligations Abell, Theresa
    Alexander, William
    Collins, Bryan P.
    Peabody, Brian
    Vogel, Jeffrey    		 5470200901099
    Affiliated & Related Corporations Current Developments Banks-Golub, Mark
    Friedel, David
    Milnes-Vasquez, Marie
    Schneider, Mark
    Singer, Jay    		 5470200901098
    Banking and Savings Institutions Capital Presevation/Recycling Techniques for REITS Genz, Peter J. 5470200901052
    Banking and Savings Institutions REIT Amendments Made by the Housing and Economic Recovery Act of 2008 Genz, Peter J. 5470200901079
    Banking and Savings Institutions The States Zero in on Captive REITS Genz, Peter J. 5470200901088
    Civil & Criminal Tax Penalties Important Developments on Civil Penalties (Sep. 2008 - Dec. 2008) Bowling, Julie P.
    Cullinan, Thomas A.    		 5470200901033
    Civil & Criminal Tax Penalties Important Developments - Criminal Brackney, Megan L. 5470200901034
    Civil & Criminal Tax Penalties Information Reporting and Civil Penalties (in a Nutshell) Lee, Lucy S. 5470200901032
    Civil & Criminal Tax Penalties Panel PowerPoint Michel, Scott 5470200901025
    Civil Procedure & Practice When the Shoe is on the Other Foot Hodges II, Charles E. 5470200901001
    Court Procedure & Practice Summary of Current Developments Partain, Rachel 5470200901086
    Corporate Tax Recent Section 382 Guidance Alexander, William
    Forrest, Jonathan
    Hoffenberg, Mark
    Joire, Lisa
    Kelley, Lee    		 5470200901096
    Corporate Tax Current Developments and What is This Transaction? Cain, Derek,
    Peabody, Brian
    Wilcox, Gary
    Zywan, Darin    		 5470200901092
    Employee Benefits Lessons from 401(k) Fee Litigation Ash, Gregory L. 5470200901030
    Employee Benefits ATAT & Emerging Issues Bellanger, Craig 5470200901048
    Employee Benefits Panel PowerPoint - In-Depth Review and Update on the Employee Plans Compliance Resolution System (“EPCRS”) Bodron, Mark 5470200901023
    Employee Benefits Frequently Made Errors on Voluntary Compliance Submissions Bodron, Mark 5470200901060
    Employee Benefits Practical Lessons from Litigation: Severance Pay and Stock Options Evans, Benjamin J. 5470200901016
    Employee Benefits COBRA and Plan-Based Statutes of Limitations – Litigation-Informed Plan Design Hoffman, Susan Katz 5470200901043
    Employee Benefits Group Health Plan Coverage Litigation Hoffman, Susan Katz 5470200901061
    Employee Benefits Statute of Limitations Issues Under ERISA Houghton, Melanie A. 5470200901084
    Employee Benefits Claims and Appeals Procedures: Best Practices Hutzelman, Martha L. 5470200901053
    Employee Benefits Claims and Appeals Procedures: Best Practices Hutzelman, Martha L. 5470200901054
    Employee Benefits Responses to Auditors: Current Issues Keller, Stanley 5470200901080
    Employee Benefits Executive Compensation Litigation Utz, John L. 5470200901038
    Employee Benefits Recent Health Plan Litigation Utz, John L. 5470200901012
    Employment Taxes Background Materials Compiled by the Council On State Taxation (COST) Weissman, William 5470200901047
    Energy & Environmental Taxes Property Determinations Under Code Section 614 Comstock, Stephen
    Swiech, Robert A.    		 5470200901015
    Energy & Environmental Taxes Panel PowerPoint - Fuel Tax 101 Karet, Deborah 5470200901024
    Energy & Environmental Taxes Oil and Gas Property Determinations Swiech, Robert A. 5470200901029
    Estate & Gift Taxes Current Developments in Estate Planning Carter, Benjamin G.
    Delich-Gould, Stacey    		 5470200901057
    Estate & Gift Taxes Closely Held Business Interests and the Trustee''s Duty to Diversify Elliott, Curtis 5470200901044
    Estate & Gift Taxes Planning for the Increasing Costs of Education Klein, Sharon L. 5470200901017
    Estate & Gift Taxes Buy-Sell Agreements for the Closely Held Business Mezzullo, Louis A. 5470200901046
    Estate & Gift Taxes Estate Planning for Unmarried Partners Rubenstein, Joshua S. 5470200901058
    Exempt Organizations Conversions and Asset Sales: One Company''s Ordeal with State Attorney Generals Bixby, David 5470200901056
    Exempt Organizations Comparison of Private Non-Operating Foundation and Type1 Supporting Organization Carter, Ellis 5470200901055
    Exempt Organizations The Current Status of Supporting Organizations Gallagher, Richard S. 5470200901050
    Exempt Organizations Open Issues for Supporting Organizations: Where are We Now? Rodgers, Janice
    Wilson, Elaine Waterhouse    		 5470200901065
    Fiduciary Income Tax Choosing Between the Donor-Advised Fund and the Private Foundation for Charitable Giving Bjorklund, Victoria B. 5470200901045
    Fiduciary Income Tax Attorney and Fiduciary Liability: Ten Pounds of Duty in a Five Pound Bag Simon, Michael D. 5470200901090
    Fiduciary Income Tax Recent Developments in Fiduciary Income Tax Stern, Lisa M. 5470200901078
    Financial Transactions Interest Disallowance Rules in the Current Environment Garlock, David
    Marshall, Eileen    		 5470200901031
    Foreign Activities of US Taxpayers Subpart F Contract Manufacturing Regulations Angus, Barbaraand
    Daub, Peter M.    		 5470200901011
    Foreign Activities of US Taxpayers Subchapter-C Principles in the Cross Border Context – What Isn’t Working and What Should be Done About It? Rollinson, Marjorie 5470200901085
    Foreign Lawyers Forum Panel PowerPoint: U.S. / Canada Treaty 5th Protocol Anti-Hybrid Provision Restrictions and Opportunities Hardy, David R. 5470200901019
    Foreign Lawyers Forum Panel PowerPoint: Recent OECD Work relating to Cross-Border Portfolio Investment Lawson, Keith 5470200901021
    Formation of Tax Policy The President Elect’s Tax Proposals? Eric Toder 5470200901103
    Individual and Family Taxation Tax Planning for Business Interests in Divorce Settlements White, Thomas 5470200901003
    Joint: Closely Held Businesses and Business Cooperatives & Agriculture Executive Summary of the Uniform Limited Cooperative Association Act Dean, James B.
    Geu, Thomas    		 5470200901083
    Joint: Closely Held Businesses and Business Cooperatives & Agriculture State Comparative Charts of "New" Unincorporated Cooperation Association Statutes Dean, James B.
    Geu, Thomas    		 5470200901059
    Joint: Closely Held Businesses and Business Cooperatives & Agriculture Limited Cooperative Associations: The Presentation Geu, Thomas 5470200901063
    Joint: FAUST, FLF, Transfer Pricing and USAFTT Panel PowerPoint Blessing, Peter 5470200901077
    Joint: Young Lawyers Forum and Diversity Hypotheticals Longman, Robb 5470200901062
    Low Income Taxpayers The Impact of Katrina on Southeast Louisiana -A Disaster Unlike Any Other Parchman, John K. 5470200901002
    Partnerships & LLCs Panel PowerPoint Alexander, Jennifer H.Sloan, Eric 5470200901027
    Partnerships & LLCs Panel Materials Borosh, Ossie 5470200901067
    Partnerships & LLCs Tax Credit Partnerships: Energy Credit Deals Davis, Jeffrey G. 5470200901005
    Partnerships & LLCs State Tax Treatment of Limited Liability Companies and Limited Liability Partnerships Ely, Bruce P.
    Grissom, Christopher
    Thistle, William T.    		 5470200901007
    Partnerships & LLCs State Taxation of Partnerships, Limited Liability Companies and their Owners Ely, Bruce P.
    Lee, Carolyn Joy
    Rimkunas, Dennis    		 5470200901006
    Partnerships & LLCs Panel PowerPoint Wasserman, William P. 5470200901070
    Plenary Session Tax Fallout From the Financial Crisis

    Garlock, David
    Harrell, John
    Wilkins, William

    		 5470200901004
    Real Estate Planning for Discharge of Indebtedness

    Cuff, Terence F.
    Witt, Jr., Fred T.

    		 5470200901018
    Real Estate Recent Developments Affecting Real Estate and Pass Through Entities Tucker, Stefan F. 5470200901014
    Real Estate Section 108 Flow Chart: Income From Discharge of Indebtedness Witt, Jr., Fred T 5470200901008
    S Corporations Current Developments Federal Taxation of S Corporations Howell-Smith, Laura 5470200901042
    S Corporations Distressed S Corporation Fact Pattern Chart Howell-Smith, Laura 5470200901040
    S Corporations Distressed S Corporation Fact Pattern Hypothetical Howell-Smith, Laura 5470200901039
    S Corporations S Corporation Tax Update Lasley, Dana 5470200901010
    S Corporations Debt Workouts of S Corporations Zimet, Lee
    Hui, Linda    		 5470200901041
    Sales, Exchanges & Basis "Reverse" and ''Parking'' Exchanges Outside the "Safe Harbor" Alton, Kelly and Shechtman, David 5470200901081
    Sales, Exchanges & Basis "Reverse" and ''Parking'' Exchanges Outside the "Safe Harbor" - Waiting for Bartell Alton, Kelly
    Schectman, David    		 5470200901089
    Sales, Exchanges & Basis Planning Strategies for Loss Recognition and in Debtor-Creditor Transactions Borden, Bradley T.
    Handler, Adam
    Schachat, Robert D.
    Wagner II, John E.    		 5470200901100
    Sales, Exchanges & Basis Sales and Exchanges: Current Developments Jensen, Erik 5470200901009
    Section Program: Corporate Tax Traps for the Unwary in Negotiating Merger and Acquisition Agreements (Panel PowerPoint) Bodoh, Devon
    Davis, J. Brian
    Hensel, Don
    Lawrence, Alyson
    		5470200901097
    Section Program: Employee Benefits Examination Management and Appeals Andrioff, Joni
    Drigotas, Elizabeth
    Walker, Deborah
    		5470200901093
    Section Program: Employee Benefits Examination Management and Appeals Drigotas, Elizabeth
    Morrison, Helen
    Tackney, Stephen B.
    		5470200901095
    Section Program: FAUST, USAFTT and Transfer Pricing Panel PowerPoint Simon, Ansgar A. 5470200901074
    Section Program: Tax Shelters and Administrative Practice Panel Paper Kim, Julian Y. 5470200901069
    Section Program: Teaching Taxation Recent Developments in Federal Income Taxation McMahon Jr., Martin J. Simmons, Daniel L. 5470200901013
    Standards of Tax Practice Panel Materials Thorn, Kevin E. 5470200901028
    Standards of Tax Practice Panel Materials Wilson, Pete 5470200901068
    State and Local Taxes U.S. State and Local Taxation of International Business Operations Ackerson, Fred M. 5470200901102
    State and Local Taxes Panel PowerPoint Biek, John A. 5470200901075
    State and Local Taxes Panel PowerPoint Bots, Theodore R. 5470200901026
    State and Local Taxes Contesting the Local Sales/Use Tax Assessment Cassidy, David R. 5470200901049
    State and Local Taxes A Primer on the Removal of State and Local Tax Disputes to Federal Court, and the Roadblocks You May Meet Along the Way Kelly, David R. 5470200901051
    State and Local Taxes Handling Transactional Tax Compliance and Audits in Local Tax Jurisdictions Uehling, Robert H. 5470200901035
    Tax Accounting Research Credit – Recent Developments Olson, Pamela F. 5470200901011
    Tax Accounting Panel Materials Rabinowitz, Scott 5470200901066
    Tax Practice Management Panel PowerPoint: Section 6694 Update Lang, Michael B. 5470200901020
    Teaching Taxation Federal Estate and Gift Tax Update (October 2007 through November 2008) Gagliardi, Elaine Hightower 5470200901037
    Transfer Pricing Panel PowerPoint Chung, Kerwin 5470200901071
    Transfer Pricing Panel PowerPoint New, Sherri 5470200901072
    USAFTT Panel PowerPoint - Withholding Tax Developments Appel, Alan 5470200901022
    USAFTT Panel PowerPoint: Expatriate Games - New Sections 877A and 2801 Karlin, Michael J. 5470200901076
    VAT & Other Consumption Taxes Taxation of Financial Services Schenk, Alan 5470200901087