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
Diversity
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
- Slides: Planning with Business Interests and Trusts: Issues with Getting Them Into and Holding Them in Irrevocable Trusts
- Outline: 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
- Slides: Inflation Reduction Act and the OECD Meet 1031 and Opzones
- Outline: Current Non-Section 1031 Developments
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