May 25, 2017

2010 Midyear Meeting

TaxIQ

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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 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. In addition, Tax Section books and government submissions can be viewed in the TaxIQ searchable database.


2010 Midyear Meeting, San Antonio, TX Return to Index Search Page
Committee Name
Program Material Title
Speaker/Author Name
Document ID Number
Administrative Practice Employment Tax Audits Jennifer E. Breen 547201001090
Administrative Practice Selected Recent Developments in Administrative Practice Jennifer E. Breen 547201001089
Administrative Practice How To Succeed In The Fast Track Settlement Program By Really Trying Rita A. Cavanagh 547201001092
Administrative Practice Audits in the Age of Electronic Filing? Rochelle Hodes 547201001023
Affiliated & Related Corporations Panel Slides Rochelle Hodes 547201001109
Affiliated & Related Corporations Panel Slides Jeffrey Vogel 547201001119
Banking & Savings Institutions Hot Topics in Federal Tax Controversy Jean Pawlow 547201001053
Civil & Criminal Tax Penalties Capital Recovery and Leasing – Updates Alison Jones 547201001097
Civil & Criminal Tax Penalties Panel Materials Frank Agostino 547201001077
Civil & Criminal Tax Penalties Panel Presentation Brian Peabody 547201001109
Civil & Criminal Tax Penalties Important Developments - Criminal Tax Penalties Megan Brackney 547201001088
Civil & Criminal Tax Penalties Reports of Subcommittees on Important Developments John M. Colvin 547201001007
Civil & Criminal Tax Penalties The IRS Wealth Squad - Holistic Taxpayer Analysis Josh Ungerman 547201001071
Closely Held Businesses “But IRS I Only Own Part of the Property!” - The Impact of Title of Property on Tax Debt – IRS and Bankruptcy Rules David Woolridge 547201001074
Closely Held Businesses Ethical Issues in Representing Taxpayers before IRS Collection, Exam and other Divisions David Woolridge 547201001075
Corporate Tax Recent Corporate Tax Developments Erik H. Corwin 547201001094
Corporate Tax The Economic Substance Doctrine Jasper L. Cummings, Jr. 547201001008
Court Procedure & Practice Transfer Pricing Litigation Mark Martin 547201001041
Court Procedure & Practice Current Developments Alexandra Minkovich 547201001046
Court Procedure & Practice Application of Temp. Treas. Reg. § 301.6501(e)-1T(a)(1)(iii) in Smith v. Commissioner Rachel Partain 547201001108
Court Procedure & Practice Alamo Revisited John Williams 547201001072
Employee Benefits Assessing Risk in Executive Compensation Althea R. Day 547201001010
Employee Benefits Compensation and Benefits for Partners/Partnerships: Some Good, Some Bad and Some Ugly Elizabeth Drigotas 547201001011
Employee Benefits Conversation with Employee Benefits Security Administration Martha L. Hutzelman 547201001025
Employee Benefits Hot Employee Benefits Topics Kurt L.P. Lawson 547201001034
Employee Benefits Ethics Update Bruce D. Pingree 547201001055
Employee Benefits Compensation and Benefits for Partners/Partnerships: Some Good, Some Bad and Some Ugly James B. Sowell 547201001065
Employee Benefits Subcommittee on Defined Benefit Plans Recent PBGC Regulatory Developments (January 1, 2009, to December 31, 2009) Harold J. Ashner 547201001082
Employee Benefits Subcommittee on Distributions Employee Benefits Distributions Update Richard Matta 547201001042
Employee Benefits Subcommittee on Distributions Employee Benefits Distributions Update Richard Matta 547201001043
Employee Benefits Subcommittee on EEOC Issues/FMLA, Military and Other Leaves Employee Benefits EEOC, FMLA and Military Leave Update Mary M. Potter 547201001057
Employee Benefits Subcommittee on Foreign and International Issues Employee Benefits International Update Mark C. Jones 547201001027
Employee Benefits Subcommittee on Foreign and International Issues Employee Benefits International Update Richard Loebl 547201001035
Employee Benefits Subcommittees on ESOPs, Fiduciary Responsibility/Plan Investments and Litigation Employee Benefits Fiduciary Responsibility and Litigation Update Andrew L. Oringer 547201001052
Employee Benefits Subcommittees on Executive Compensation and Fringe Benefits and Federal Securities Laws Issues Employee Benefits Executive Compensation, Fringe Benefits and Securities Law Update Brian A. Benko 547201001002
Employee Benefits Subcommittees on Executive Compensation and Fringe Benefits and Federal Securities Laws Issues Employee Benefits Executive Compensation, Fringe Benefits and Securities Law Update Gail W. Stewart 547201001067
Employee Benefits Subcommittees on Executive Compensation and Fringe Benefits and Federal Securities Laws Issues Employee Benefits Executive Compensation, Fringe Benefits and Securities Law Update Ben Stradley 547201001066
Employee Benefits Subcommittees on Executive Compensation and Fringe Benefits and Federal Securities Laws Issues SEC Proxy Disclosure Update (Slides) Ben Stradley 547201001115
Employee Benefits Subcommittee on Welfare Benefits Design, Funding and Regulation Update COBRA ARRA Extension: Better Late Than Never! Andy R. Anderson 547201001080
Employment Taxes The IRS Employment Tax Examination Anthony Arcidiacono 547201001081
Employment Taxes Important Developments (September, 2009 - January, 2010) Thomas H. Meyerer 547201001107
Estate & Gift Taxes Current Developments in Estate Planning Benjamin G. Carter 547201001091
Estate & Gift Taxes State Death Taxes - A "Crazy Quilt" James Kronenberg 547201001029
Estate & Gift Taxes Supplemental Estate Tax Returns - Are They Really Required? David Pratt 547201001058
Estate & Gift Taxes and Fiduciary Income Tax Young Lawyers Subcommittee Subcommittee Discussion Marya Robben 547201001060
Exempt Organizations Foreign Activities and Withholding -- When and How an Exempt Organization Should Withhold US Tax on Payments to Foreign Entities Rosemary E. Fei 547201001014
Exempt Organizations Accounting Developments Affecting Charities and 990 Reporting Terence R. Frederick 547201001015
Exempt Organizations Proposed Regulations on Supporting Organizations Richard S. Gallagher 547201001017
Exempt Organizations Update on Social Clubs and Section 501(c)(7) Richard F. Riley, Jr. 547201001059
Exempt Organizations Update on Social Clubs and Section 501(c)(7) Elaine Waterhouse Wilson 547201001073
Fiduciary Income Tax Inbound, Outbound and Rebound: Section 679 and the Taxation of Foreign Trusts with US Beneficiaries Jessia B. Baggenstos 547201001085
Fiduciary Income Tax Risks and Opportunities for Private Trust Companies and Family Offices from State and Federal (Non-Tax) Legislative Developments and Proposals John P.C. Duncan 547201001012
Fiduciary Income Tax Post Mortem Estate Planning - Executors' Elections (How to Avoid Surcharge Litigation) Michael M. Mariani 547201001039
Fiduciary Income Tax Post Mortem Estate Planning - Executors' Elections (How to Avoid Surcharge Litigation) Michael M. Mariani 547201001040
Fiduciary Income Tax Recent Developments in Fiduciary Income Tax Judith K. Tobey 547201001117
Financial Transactions Debt-for-Debt Exchanges: History, Current Law, Policy Issues David Garlock 547201001019
Financial Transactions Current Developments in Financial Transactions Yoram Keinan 547201001100
Financial Transactions Panel Slides Matthew Stevens 547201001114
Foreign Activities of US Taxpayers Unwind Planning for Potential Check-the-Box and Section 954(c)(6) Repeal Jeffrey Maydew 547201001044
Foreign Activities of US Taxpayers Panel Presentation Jospeh McKniff 547201001106
Foreign Lawyers Forum Panel Presentation Philip R. West 547201001120
Individual & Family Income Taxes Cancellation of Debt Income: Understanding the Complex Tax Consequences and Reporting Requirements of Debt Discharge Kenneth K. Wright 547201001076
Investment Management Trading in Energy Derivatives and Electricity Contracts Andrea S. Kramer 547201001028
Investment Management Investment Company Update: Foreign Account Tax Compliance Act of 2009; Securities Cost Basis Regulations Keith Lawson 547201001033
Investment Management Preparer Regulation 2010: Section 6694, Circular 230 and the States (!) Michael B. Lang 547201001030
Investment Management Hedge Funds and Offshore Funds: Cross Border Lending Raj Tanden 547201001116
Joint: FAUST, FLF, Transfer Pricing and USAFTT Survey of 2009 CDP Cases Frances Sheehy 547201001112
Joint: FAUST, FLF, Transfer Pricing and USAFTT Current Developments in US International Tax (Slides) John Karasek 547201001098
Joint: FAUST, FLF, Transfer Pricing and USAFTT Transfer Pricing Current Developments Mark K. Martin 547201001105
Joint: Young Lawyers Forum & Diversity Keeping Your Nose Clean: How to Stay Out of Jail Megan L. Brackney 547201001003
Low Income Taxpayers Summary of IRS Return Preparer Review: Findings and Recommendations Les Book 547201001087
Low Income Taxpayers Section 6015(f) Lantz Update Kathryn J. Sedo 547201001062
Low Income Taxpayers Opening Remarks by the Chair Kathryn J. Sedo 547201001063
Partnerships & LLCs Panel Overview and Paper Sheldon Banoff 547201001086
Partnerships & LLCs Partner/Partnership Wars: Ethical, Professional and Tax Aspects of Inconsistent Reporting Positions Involving Pass-through Entities Sheldon Banoff 547201001001
Partnerships & LLCs Hot Topics Steven Frost 547201001096
Partnerships & LLCs Feel the Love: Allocating COD Income Among Partners Martin Pollack 547201001056
Partnerships & LLCs Your Built-in Gain is My Built-in Pain: Section 704(c) Issues and Insights Martin Pollack 547201001118
Pro Bono Ethics of Limited Representation Ira B. Shepard 547201001064
Real Estate Sale Leasebacks – An Update on the Current Market Jill E. Darrow 547201001009
Real Estate LLCs in Distress – Character Matters (and so does Characterization) in a Down Economy Michael G. Frankel 547201001095
Real Estate Current Real Estate Tax Issues Robert G. Honigman 547201001024
Real Estate Buying Debt to Buy Property Mark H. Price 547201001110
S Corporations Restructuring Debt of an S Corporation C. Wells Hall III 547201001020
S Corporations Important Developments Dana Lasley 547201001032
S Corporations State Taxation of Nonresident Shareholders on Sale of S Corporation Stock Stephen M. Nechemias 547201001049
S Corporations Impact of New Tax Rates on Choice of Entity Issues Thomas J. Nichols 547201001050
S Corporations Impact of New Tax Rates on Choice of Entity Issues Thomas J. Nichols 547201001051
S Corporations Restructuring Debt of an S Corporation Lee Zimet 547201001045
Sales, Exchanges & Basis Panel Presentation Kelly Alton 547201001079
Sales, Exchanges & Basis Current Developments Eric Jensen 547201001026
Sales, Exchanges & Basis Aircraft Like-Kind Exchanges that Require Holding Title William P. Lopriore, Jr. 547201001037
Sales, Exchanges & Basis Current Developments in Like-Kind Exchanges David Shechtman 547201001111
Section Program: Due Diligence: State and Local Tax Issues Affecting Business Acquisitions Due Diligence Guide (Sample) Janette M. Lohman 547201001102
Section Program: Due Diligence: State and Local Tax Issues Affecting Business Acquisitions Panel Discussion Janette M. Lohman 547201001036
Section Program: Change We'd like to Believe in: the Prospects for Federal Civil Tax Penalty Reform Panel Discussion Phillip A. Pillar 547201001054
Section Program: Current Developments in Individual, Corporate, Partnership and Estate & Gift Taxation Panel Discussion Elaine Hightower Gagliardi 547201001016
Standards of Tax Practice Young Lawyers Panel: Representing Practitioners in Ethics and Disciplinary Actions Matthew C. Hicks 547201001022
Standards of Tax Practice Help! Legal Ethics Problems Mid-Trial Charles J. "Chad" Muller 547201001048
State & Local Taxes Responding to Unique Tax Collection Procedures William M. Backstrom, Jr 547201001084
State & Local Taxes What’s That, You Say? New Property Tax Regimes John Brusniak 547201001005
State & Local Taxes State Administrative Procedure Acts: Procedural Avenues to Attack Faulty Regulations and Tax Assessments Bruce P. Ely 547201001013
State & Local Taxes Trend Towards Gross Receipts and Value Added Taxes in the Business Tax Reform Movement Lynn Gandhi 547201001018
State & Local Taxes Austin Court of Appeals Ruling Creates New Opportunities for Texas Taxpayers to Be Heard Charles Moll 547201001047
State & Local Taxes What’s That, You Say? New Property Tax Regimes Kirk Lyda 547201001103
State & Local Taxes State Administrative Procedure Acts: Procedural Avenues to Attack Faulty Regulations and Assessments H. Michael Madsen 547201001104
State & Local Taxes What’s That, You Say? New Property Tax Regimes David A. Suess 547201001068
Tax Accounting Credit Cards—Are Fees for a Service or for the Use of Money and When Are They Taken into Account? Carol Conjura 547201001093
Tax Accounting Current Developments Sharon Kay 547201001099
Tax Accounting Uniform Cost Capitalization under Section 263A Jan Skelton 547201001113
Tax Exempt Financing Report on Standards of Practice Nancy M. Lashnits 547201001031
Tax Exempt Financing IRS Enforcement, Compliance and Tax Administration Update Mark Scott 547201001061
Tax Exempt Financing IRS, Department of Treasury and Legislative Update John O. Sweinseid 547201001069
Tax Policy & Simplification Corporate and International Tax Reform: Long, Medium, and Short Term Proposals Reuven S. Avi-Yonah 547201001083
Tax Policy & Simplification Death (Taxes) be Not Proud: Estate Tax Reform, a National and Comparative Perspective Roberta Mann 547201001038
Teaching Taxation Taxes and Injuries: The Intersection of Tax Policy and Tort Policy Brant J. Hellwig 547201001021
Transfer Pricing Transfer Pricing Adjustments: Primary, Correlative and Conforming John Breen 547201001004
Transfer Pricing Walking the Tight Rope: Transfer Pricing, FIN 48, Work Product Privilege, Spoliation Brian Trauman 547201001070
US Activities of Foreigners and Tax Treaties Foreign Inbound Investment in Energy and Infrastructure Linda E. Carlisle 547201001006
US Activities of Foreigners and Tax Treaties State and Local Tax Issues Affecting Inbound Foreign Investment Carolyn Joy Lee 547201001101