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Save $50—Register for Taxation Conference and Stanley M. Johanson Estate Planning Workshop
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61st Annual

Taxation Conference

Austin Dec 4-5, 2013 AT&T Conference Center
Conference Concluded
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SPONSORS
Bracewell & Giuliani LLP
Caplin & Drysdale, Chartered
Fizer, Beck, Webster, Bentley & Scroggins
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Overview

The 61st Annual Taxation Conference features an impressive slate of topics with regionally and nationally renowned speakers covering current trends and updates in tax regulation and policy, oil and gas tax, FATCA and repair regulations, commonly charged tax crimes and emerging trends, net investment income tax and what it means for rental real estate investments, estate planning techniques for income tax planning, compensation reclassification risks for S and C Corps, and much more.

Continue on Friday with Professor Stanley Johanson’s popular one-day Estate Planning Workshop offering lively discussion, practical advice and updates.

Save $50 when you register for both the 61st Annual Taxation Conference and the Stanley Johanson Estate Planning Workshop!

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Event Schedule

Program is subject to change.
All times are Central Time Zone.

  • Day 1 December 4, 2013
  • Day 2 December 5, 2013
  • Time
    Credit
    Subject
    Speaker
  • Wednesday Morning, Dec. 4, 2013
    Presiding Officer:
    Dennis B. Drapkin, Dallas, TX
  • 8:00 am
    Registration Opens
    Includes continental breakfast.

  • 8:35 am
    Welcoming Remarks

  • 8:45 am
    2.00 hrs
    Recent Developments in Federal Income Taxation
    A discussion of the significant court decisions, rulings, and statutory and regulatory developments of the past year.

    Daniel L. Simmons, UC Davis School of Law - Davis, CA

  • 10:45 am
    Break

  • 11:00 am
    1.25 hrs
    State and Local Franchise and Sales Tax Update
    Learn about the sweeping changes made by the 83rd Legislature to the Texas franchise and sales taxes, the Comptroller's corresponding rule changes, the litigation that generated these changes, and pending cases that may result in future changes.

    Lacy Leonard, Martens, Todd & Leonard - Austin, TX

  • 12:15 pm
    Pick Up Lunch
    Included in registration.

  • Wednesday Afternoon, Dec. 4, 2013
    Presiding Officer:
    Robert D. Probasco, Thompson & Knight LLP - Dallas, TX
  • Luncheon Presentation
  • 12:30 pm
    0.75 hr
    State of the Tax World
    Coverage of federal tax reform with an analysis of its policy and politics.

    John L. Buckley, Former Chief of Staff of the Joint Committee on Taxation and Former Chief Tax Counsel for the House Ways and Means Committee - Washington, DC

  • 1:15 pm
    Break

  • 1:30 pm
    1.00 hr ethics
    "It's Not My Fault:" Scope of Reasonable Cause and Good Faith Exception to Tax Penalties
    Presenting a successful reasonable cause and good faith defense is an increasingly complex and multi-faceted challenge for taxpayers. A focus on the reasonable cause defense as it has developed in recent litigation with discussion of the substantive accuracy standards as they apply to taxpayers and the professional standards governing tax advice from tax practitioners.

    Grover Hartt III, United States Department of Justice Tax Division - Dallas, TX
    M. Todd Welty, Dentons US LLP - Dallas, TX

  • 2:30 pm
    1.00 hr
    Finding Hidden Treasure: How to Use the Freedom of Information Act (FOIA) and Other Tools to Uncover Valuable Evidence
    In most tax controversies, the taxpayer is in possession of the relevant evidence because it is the taxpayer's return that is being contested. However, there are times when key pieces of information come from the government's own files, but it can be hard to find that information without engaging in full-blown discovery in litigation. FOIA can be a valuable tool to unlock that evidence during the early phases of a controversy. Learn how to use FOIA in your next case to make a difference for your clients.

    Frank Agostino, Agostino & Associates - Hackensack, NJ
    Materials By:
    Tara Krieger, Agostino & Associates, PC - Hackensack, NJ
    Fred F. Murray, Grant Thornton LLP - Washington, DC

  • 3:30 pm
    Break

  • 3:45 pm
    1.00 hr
    0.50 hr ethics
    Foreign Account Tax Compliance Act (FATCA)
    Consideration of the implications of the Foreign Account Tax Compliance Act (FATCA) for taxpayers—and their advisors and fiduciaries—in the U.S. and abroad, how FATCA fits into the U.S. government’s continuing efforts to pursue taxpayers with unreported offshore assets, and options for non-compliant taxpayers to come into compliance in order to avoid serious sanctions that may be forthcoming once FATCA is implemented, if not beforehand.

    Scott D. Michel, Caplin & Drysdale, Chartered - Washington, DC

  • 4:45 pm
    1.00 hr
    Repair Regulations
    The most important aspects of the recently issued tangible property regulations (“repair regulations”) are discussed, including opportunities and challenges relating to repairs, dispositions, asset groupings and the de minimis rules. In addition, the transition rules to make changes in methods of accounting under the new regulations are covered.

    David B. Auclair, Grant Thornton LLP - Washington, DC

  • 5:45 pm
    Adjourn

  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning, Dec. 5, 2013
    Presiding Officer:
    Maxine Aaronson, Attorney at Law - Dallas, TX
  • 8:00 am
    Conference Room Opens
    Includes continental breakfast.

  • 8:30 am
    1.00 hr
    Lobbying and Political Campaign Activity
    Tax-exempt organizations are subject to strict limits on the amount of lobbying and political campaign activity they conduct. An explanation of the limitations and how even well-intentioned organizations can run afoul of the rules.

    Katherine E. David, Strasburger Price Oppenheimer Blend - San Antonio, TX

  • 9:30 am
    1.00 hr
    Compensation Reclassification Risks for S and C Corporations
    Discussion of how the IRS and the Courts are addressing the reclassification of compensation and other payments to shareholders as dividends (unreasonably high compensation) in the context of C corporations, as well as how the IRS and the Courts are addressing the reclassification of distributions as compensation (unreasonably low compensation) subject to payroll tax liability in the context of S corporations. The increasing application by the IRS and Courts of the so-called "independent investor test" to determine reasonable compensation is also addressed.

    Ronald A. Levitt, Sirote & Permutt, PC - Birmingham, AL
    Stephen R. Looney, Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. - Orlando, FL

  • 10:30 am
    Break

  • 10:45 am
    1.25 hrs
    Net Investment Income Tax and Its Specific Impact on Rental Real Estate
    Analysis of the new net investment income tax in the context of rental real estate investments, with a focus on what it means for rental real estate to be held in a "trade or business" and on the rules and exceptions for determining whether such activity is passive or non-passive under Section 469.

    Todd Keator, Thompson & Knight LLP - Dallas, TX

  • 12:00 pm
    Pick Up Lunch
    Included in registration.

  • Thursday Afternoon, Dec. 5, 2013
    Presiding Officer:
    Kelli H. Todd, Martens, Todd & Leonard - Austin, TX
  • Luncheon Presentation
  • 12:15 pm
    0.75 hr
    View from the Tax Court Bench
    An insider's view of the operations and cases litigated before the Court.

    Hon. Juan F. Vasquez, United States Tax Court - Washington, DC

  • 1:00 pm
    Break

  • 1:15 pm
    1.00 hr
    Oil and Gas Tax Update
    Review of current trends in oil and gas transactions covering leasing and subleasing, sales and exchanges including like kind exchanges, farmouts and farmins, sharing arrangements, carried interests and the pool of capital doctrine as it applies to these transactions.

    Denney L. Wright, Exxon Mobil Corporation - Houston, TX

  • 2:15 pm
    1.00 hr ethics
    Commonly Charged Tax Crimes and Emerging Trends
    Criminal tax prosecutions are on the rise. An examination of the most commonly charged tax crimes, including review of the elements of each offense, potential defenses, and recent cases. Emerging trends, including offshore prosecutions and aggravated identity theft, are also explored.

    Caroline D. Ciraolo, Rosenberg Martin Greenberg, LLP - Baltimore, MD
    Charles J. "Chad" Muller, Chamberlain, Hrdlicka, White, Williams & Aughtry - San Antonio, TX

  • 3:15 pm
    Break

  • 3:30 pm
    1.00 hr
    0.50 hr ethics
    Using Estate Planning Techniques for Income Tax Planning
    With the $5M exemption, far fewer individuals will feel the need for traditional estate planning. These very same individuals, however, will still have a need for income tax planning. Learn the available income tax planning techniques to consider and introduce to clients, including examples to illustrate these techniques.

    Jerome M. Hesch, Of Counsel, Berger Singerman LLP - Miami, FL

  • 4:30 pm
    Adjourn

  • Day 1 December 4, 2013
  • Day 2 December 5, 2013
Download Schedule

Conference Faculty

Frank Agostino

Agostino & Associates
Hackensack, NJ

David B. Auclair

Grant Thornton LLP
Washington, DC

John L. Buckley

Former Chief of Staff of the Joint Committee on Taxation and Former Chief Tax Counsel for the House Ways and Means Committee
Washington, DC

Caroline D. Ciraolo

Rosenberg Martin Greenberg, LLP
Baltimore, MD

Katherine E. David

Strasburger Price Oppenheimer Blend
San Antonio, TX

Grover Hartt III

United States Department of Justice Tax Division
Dallas, TX

Jerome M. Hesch

Of Counsel, Berger Singerman LLP
Miami, FL

Todd Keator

Thompson & Knight LLP
Dallas, TX

Tara Krieger

Agostino & Associates, PC
Hackensack, NJ

Lacy Leonard

Martens, Todd & Leonard
Austin, TX

Ronald A. Levitt

Sirote & Permutt, PC
Birmingham, AL

Stephen R. Looney

Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.
Orlando, FL

Scott D. Michel

Caplin & Drysdale, Chartered
Washington, DC

Charles J. "Chad" Muller

Chamberlain, Hrdlicka, White, Williams & Aughtry
San Antonio, TX

Fred F. Murray

Grant Thornton LLP
Washington, DC

Daniel L. Simmons

UC Davis School of Law
Davis, CA

Hon. Juan F. Vasquez

United States Tax Court
Washington, DC

M. Todd Welty

Dentons US LLP
Dallas, TX

Denney L. Wright

Exxon Mobil Corporation
Houston, TX

Planning Committee

Maxine Aaronson—Chair

Attorney at Law
Dallas, TX

Kelli H. Todd—Vice-Chair

Martens, Todd & Leonard
Austin, TX

Stephen R. Akers

Bessemer Trust Company, N.A.
Dallas, TX

R. Gordon Appleman

Thompson & Knight LLP
Fort Worth, TX

Stanley L. Blend

Strasburger Price Oppenheimer Blend
San Antonio, TX

Michael L. Cook

Cook Brooks Johnson PLLC
Austin, TX

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

Dennis B. Drapkin

Dallas, TX

Barbara B. Franklin

Internal Revenue Service
Houston, TX

Lawrence B. Gibbs

Miller & Chevalier Chartered
Washington, DC

Joe Hull

Bracewell & Giuliani LLP
Austin, TX

Richard A. Husseini

Baker Botts
Houston, TX

Stanley M. Johanson

The University of Texas School of Law
Austin, TX

Calvin H. Johnson

The University of Texas School of Law
Austin, TX

Hollis L. Levy

The University of Texas School of Law
Austin, TX

James F. Martens

Martens, Todd & Leonard
Austin, TX

Kenton E. McDonald

Branscomb | PC
Corpus Christi, TX

Christina A. Mondrik

Mondrik & Associates
Austin, TX

Charles J. "Chad" Muller

Chamberlain, Hrdlicka, White, Williams & Aughtry
San Antonio, TX

Patrick L. O'Daniel

Norton Rose Fulbright
Austin, TX

T. Charles Parr III

Parr & Associates
San Antonio, TX

Robert J. Peroni

The University of Texas School of Law
Austin, TX

Robert D. Probasco

Thompson & Knight LLP
Dallas, TX

Catherine C. Scheid

Attorney at Law
Houston, TX

Jerry M. Scroggins Jr.

Fizer, Beck, Webster, Bentley & Scroggins
Houston, TX

Jasper G. Taylor III

Norton Rose Fulbright
Houston, TX

Juan F. Vasquez Jr.

Chamberlain, Hrdlicka, White, Williams & Aughtry
Houston, TX

Bret Wells

University of Houston Law Center
Houston, TX

R. David Wheat

Thompson & Knight LLP
Dallas, TX

Credit Info

  • Austin
MCLE Credit
Toggle view Texas – 15.00 hrs  |  3.00 hrs Ethics
Legal Specialization(s): Estate Planning and Probate Law, Tax Law
You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number  provided on your certificate of attendance.
Toggle view California – 15.00 hrs  |  3.00 hrs Ethics
You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov.  UT Law CLE will maintain Attendance Records for four years.  
Toggle view New York – 18.00 hrs  |  3.50 hrs Ethics
As The University of Texas School of Law is a Oklahoma Bar Association presumptively approved MCLE provider (#169), and Oklahoma is a New York Approved Jurisdiction on List A, our courses are approved for MCLE credit based on a 50-minute credit hour, and in accordance with the Program Rules and the Regulations and Guidelines of the New York State Continuing Legal Education Board. More information and details can be found at Section 6 of the Regulations and Guidelines (PDF).

 You must claim and certify your credit online in your UTCLE "Briefcase", and will then be provided a Certificate of Attendance for your records. Self-report your CLE credit directly to the New York State Bar Association. UT Law CLE will maintain Attendance Records for four years.  
Toggle view Oklahoma – 18.00 hrs  |  3.50 hrs Ethics
You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Other Credit
Toggle view Certified Financial Planner (CFP) – 15.50 hrs
This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require that you claim the credit in your Briefcase and ensure your CFP number is add in your account. Contact us at accreditation@utcle.org if you have additional questions.

You can learn more at: http://www.cfp.net/
Toggle view National Accounting CPE – 18.00 hrs
The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Live (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings. 

To comply with NASBA Standards, attendees claiming CPE credit must sign in to verify attendance for each segment. Attendance sign-in sheets will be available at the registration desk. You will need your CPA license number to sign in. A CPE Certificate of Completion will be provided at the conclusion of the conference.

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.

Key Dates

Austin – Dec 4-5, 2013 – AT&T Conference Center
Conference Concluded
Buy
  • Austin
Individual
Last day for $460.00 Regular pricing: Nov 22, 2013

$510.00 for registrations received after this time

Group 10% (5-9) (5 registrants minimum)
Last day for $415.00 Regular pricing: Nov 22, 2013

$465.00 for registrations received after this time

Group 20% (10+) (10 registrants minimum)
Last day for $370.00 Regular pricing: Nov 22, 2013

$420.00 for registrations received after this time

Last day for cancellation (full refund): Nov 22, 2013

$50 processing fee applied after this date

Last day for cancellation: Dec 2, 2013

Venue

speaker

AT&T Conference Center

The University of Texas at Austin
1900 University Avenue
Austin, TX
877.744.8822 (reservations)
Map

Accommodations

$174.00 good through Nov 25, 2013
Reserve your room online.

Parking Information

Free daily self-parking at UT garages. Separate fees apply for valet and overnight parking.

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

  • Bracewell & Giuliani LLP logo
    Bracewell & Giuliani LLP
    Bracewell & Giuliani’s tax group has significant experience with the tax issues arising in transactions in all aspects of the energy industry including upstream and midstream oil and gas, oil field services, power generation and transmission and renewables. We also render critical tax advice in transactions including acquisitions and dispositions, reorganizations, debt and equity financing and financial transactions including hedging arrangements. Additionally, members of our team have a tremendous depth of experience in estate tax planning. Understanding that estate planning is a very personal process, we treat our attorney-client relationships as paramount. Our experience enables us to pursue a variety of sophisticated strategies to assist our clients in protecting their wealth for future generations in the most tax-efficient manner possible. No matter what the tax issue, Bracewell attorneys are committed to the relationship and understanding of each client's goals and concerns. www.bgllp.com
  • Caplin & Drysdale, Chartered logo
    Caplin & Drysdale, Chartered
    www.capdale.com
  • Fizer, Beck, Webster, Bentley & Scroggins logo
    Fizer, Beck, Webster, Bentley & Scroggins

    For over thirty years, the law firm of FizerBeck has assisted individuals and families in preserving, managing and protecting their personal and business assets. Since its founding in 1979, the firm’s practice has focused on estate planning, administration and probate law, business organizations and transactions, real estate transactions, tax exempt organizations and charitable planning. 

    www.fizerbeck.com
Download Sponsor Details Become a Sponsor
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