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.
2007 Joint Fall CLE Meeting, Vancouver, BC
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Banking & Savings Institutions
PowerPoint Presentation
Civil & Criminal Tax Penalties
Important Civil Developments
Important Developments - Criminal
New Return Preparer Rules: Harsher Standards and Harsher Penalties Is It Time to Retire Early?
Subcommittees Report: Legislative and Administrative Developments
Corporate Tax
Satisfying the Active Business Requirement in a Spin-Off -- Part II
Court Procedure and Practice
Summary of Current Developments
Employee Benefits
Automatic Savings Savvy (PowerPoint)
ERISA Fiduciary Provisions Affecting Vendor Contracts
Vendor Contracting -- A Primer On The "Dos" and "Don''ts" for Hiring Benefit Plan Service Providers
Vendor Contracting – Fiduciary Issues to Consider When Changing Benefit Plan Service Providers Including Blackout Periods and Revenue Sharing Arrangements
- Vendor Contracting -- A Primer On The "Dos" and "Don'ts" for Hiring Benefit Plan Service Providers
- Vendor Contracting -- A Primer On The "Dos" and "Don'ts" for Hiring Benefit Plan Service Providers
Energy and Environmental Taxes
Another Day Older and Deeper in Debt: How Tax Incentives Encourage Burning Coal and the Consequences for Global Warming
Canadian Resource Taxation
Estate and Gift Taxes (Tax) and Income and Transfer Tax Planning Group (PT)
50-state comparison of LLC legislation
50-state comparison of LP legislation
50-state comparison of Rule Against Perpetuities laws
Current Developments in Estate Planning
Panel Power Point Presentation
State ''Decanting'' Statutes Chart
What Every Estate Planner Needs to Know About the 409A Final Regulations
Exempt Organizations (Tax) and Charitable Planning & Organizations Group (PT)
Cross-Border ''Granting'': Canada to US
Fiduciary Income Tax
Charities as Beneficiaries of Estates: How Should They Protect Their Interests?
Recent Developments in Fiduciary Income Tax
Split Dollar Life Insurance Funding: You Mean People Still Do That?
Foreign Activities of US Taxpayers
Treaty Issues for Super-Entrepreneurs
Investment Companies
Inverse Floaters
Joint: Diversity (TX & RPPT)
Untying the Knot– Until Death and Taxes Do Us Part
Joint: Diversity Committee and Young Lawyers Forum (Tax & RPPT)
From Planting to Harvest: Marketing for Associates
Low Income Taxpayers
A Practical Look at Immigration Problems in West and South Texas as They Intersect With Federal Reporting and Filing Requirements
Partnerships & LLCs
U.S. Investment in Canada– Hybrids and Other Vehicles
PT: Elder Law, Disability Planning and Bioethics Group
Power of Attorney Hot Topics—American and Canadian Perspectives
PT: Emotional & Psychological Issues in Estate Planning Committee
Good Grief: What Trust and Estate Lawyers Should Know about Working With Clients and Grief
PT: Litigation, Ethics and Malpractice Group
Myths, Realities and Liabilities Under Modern Portfolio Theory And the Uniform Prudent Investor Act
Total Return Trusts —A Decade of Progress, But Are We There Yet?
Real Estate
Deal Points Panels: Drafting DROs after Hubert Enterprises
REIT Customary Services Issues
RP Commercial Real Estate Transactions Group
Panel paper
RP Hospitality, Community Recreation and Common Interest Developments Group
Hotel and Condotel Financing: Due Diligence and Document Checklists to Know What You Need to Know
RP Leasing Group
Negotiating Specific Lease Clauses
Property Insurance
RP Real Estate Financing Group
Lending to TIC Owners: The Trends, the Risks, the Rewards
RP Residential, Multi-Family and Special Use Group
Creating an Age-Restricted Community: Overview of Housing for Older Persons Act of 1995
What Can and Should be Said: Practical Issues in Implementing Age Restrictions under HOPA
RP: Section Program
Choice of Entity Ownership of Real Estate Including Cross Border Investors
RP: Special Investors and Investment Structure Group
REIT Qualification Requirements
S Corporations
Taxable Income of an S Corporation
Sales, Exchanges and Basis
Current Developments in Like-Kind Exchanges
Is This Exchange Agreement OK to Sign? Sample Provisions
Loan Modifications--Notice 2007-17
Section Program: Asset Protection Planning Committee (PT)
Advisor's Guide to Asset Protection Planning
Authorization of Agent
Managing the Increasing Threat to Estate Planning Structures from Creditors, Predators & Ex-Spouses
- Managing the Increasing Threat to Estate Planning Structures from Creditors, Predators & Ex-Spouses
- Managing the Increasing Threat to Estate Planning Structures from Creditors, Predators & Ex-Spouses
Sample Letter
Selecting an Offshore Jurisdiction
Swiss Annuities – As Good As Their Chocolate? Asset Protection, Estate Planning and Tax Deferral All In One Box
Section Program: Employee Benefits
409A Restrictions on Nonqualified Deferred Compensation: 409A Final Regulations’ International Rules
- 409A Restrictions on Nonqualified Deferred Compensation: 409A Final Regulations’ International Rules
Panel PowerPoint
Section Program: Estate and Gift Taxes and Fiduciary Income Tax (Tax) and Income & Transfer Tax Planning Group (PT)
Installment Sales: Myths, Legend, Pitfalls, and Difficult Issues
Transfer Planning, Including Use of GRATS, Installment Sales to Grantor Trusts, and Defined Value Clauses to Limit Gift Exposure
Section Program: Fiduciary Income Tax (TX) and Income & Transfer Tax Planning Group, International Tax Planning Committee and Charitable Planning & Organizations Group (PT)
Cross Border Tax & Estate Planning Strategies for Canadians with US Assets
S-Canada: Cross-Border Charitable Planning Basics
Section Program: RP Residential, Multi-Family and Special Use Group
Supportive Housing as a Solution to Homelessness
Standards of Tax Practice
Issues Affecting a Lawyer Who is Advising a Client But Has No Financial Interest in the Patent and Other Related Matters
Panel Materials
State & Local Taxes
A National Overview of State and Local Tax Reform Efforts, Coupled to a Close Up Look at Michigan’s Single Business Tax Replacement
Pacific Northwest SALT Highlights
SALT & GST: Is the only thing they have in common is that they end in “T”?!
Tax Accounting
Recent Developments in the Area of Tax Accounting
Section 6655: Final Corporate Estimated Tax Regulations
Tax Accounting Issues in Infrastructure Transactions
Transfer Pricing
Marketing Intangibles: “I Know It When I See It.”
US Activities of Foreigners and Tax Treaties
The “New” Section 897(h) - Foreign Investment in “Qualified Investment Entities"