University of Texas School of Law
65th Annual
Taxation Conference
Austin Dec 13-14, 2017 DoubleTree by Hilton Hotel Austin
$625 Individual

UT Law CLE

2017 Taxation Conference

Program Features
The 65th Annual Taxation Conference features an impressive slate of topics with regionally and nationally renowned speakers covering current trends, updates in tax regulation and policy, and much more.
  • Examine key concepts and considerations related to civil and criminal tax collection with DOJ Tax Division representatives.
  • Gain insight into Penalties Above 20%, including what they are, when they are applied, and how to defend against them.
  • Learn about the latest changes to Texas State and Local tax law, including recent legislative and judicial developments.
  • Explore Dealing With a Decedent’s Fraud: Cleaning Up Our Dead Client’s Bad Behavior with Frank Agostino of Agostino & Associates, P.C. and Larry Sannicandro of McCarter & English.
  • Discuss the basics of structuring captive insurance companies, as well as the pitfalls to avoid and the current trends in IRS challenges to these arrangements.
  • Analyze recent developments in federal income taxation with Professor Bruce A. McGovern.
  • Earn up to 2.00 hours of ethics credit, including an hour on Ethical Issues Involving the Deceased, Incompetent, and Unavailable, and Social Media and Tax Ethics.
Continue on Friday with Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offering lively discussion, practical advice, and updates.

UT Law CLE

2017 Taxation Conference

12/13/17
Schedule

Wednesday Morning, Dec. 13, 2017

Presiding Officer:
Christina A. Mondrik, Mondrik & Associates - Austin, TX

7:30 am
Registration Opens

Includes continental breakfast.

8:20 am
Welcoming Remarks

8:30 am

0.75 hr

Penalties Above 20%: What Are They, When Are They Applied, and How Do You Defend?

Discuss the various penalties, when they may apply, and applicable defenses, when the IRS seeks to impose accuracy-related penalties in excess of 20%, including gross valuation misstatements, undisclosed non-economic substance transactions, undisclosed foreign financial asset understatements, and undisclosed listed and other avoidance transactions. 

Caroline D. Ciraolo, Kostelanetz & Fink, LLP - Washington, DC

9:15 am

0.75 hr

EPCRS and Retirement Plans: A Misunderstood Relationship

EPCRS has enjoyed unparalleled acceptance as an IRS tool to correct retirement plan failures, yet too few appreciate what the 19 year old gift can do. Get better acquainted with the "EPCRS 11.0" and learn what its newest features can do for your clients.

T. David Cowart, Dentons - Dallas, TX

10:00 am
Break

10:15 am

1.50 hrs

Don’t Throw Away Your Shot: How to Deal With the New IRS Audit Rules in Your Partnership Agreements

Review techniques for drafting partnership agreements to deal with considerations presented by the new partnership audit rules (including various potential conflicts, fiduciary duties, flexibility vs. control of the PR, and opting out or not), while taking into account the rules' potential application for both federal and state purposes.

Elizabeth A. Copeland, Strasburger & Price, LLP - San Antonio, TX
Charles P. Rettig, Hochman, Salkin, Rettig, Toscher & Perez, P.C. - Beverly Hills, CA

11:45 am
Pick Up Lunch

Included in registration. 

Wednesday Afternoon, Dec. 13, 2017

Presiding Officer:
James F. Martens, Martens, Todd, Leonard & Ahlrich - Austin, TX

LUNCHEON PRESENTATION

12:05 pm

1.00 hr

Update from the Texas Comptroller of Public Accounts

Learn about trends and issues affecting the Texas economy and tax administration from the Comptroller of Public Accounts and his staff. Understanding where we are today can help all of us ensure we remain prosperous tomorrow.

Glenn A. Hegar, Texas Comptroller of Public Accounts - Austin, TX
Nancy L. Prosser, Texas Comptroller of Public Accounts - Austin, TX

 
1:05 pm
Break

1:20 pm

1.00 hr

Are You Saying Someone Could Actually Go to Jail ... for THAT??

Hear how criminal tax enforcement is taking some new and unexpected directions. Old statutes—but surprising new uses.

G. Tomas Rhodus, Gray Reed - Dallas, TX

2:20 pm

1.00 hr ethics

Social Media and Tax Ethics

Address the ethical concerns that can arise from the use (and misuse) of social media by attorneys, with particular attention to how tax practitioners should be aware of the benefits and risks of such technology.

Benjamin David Halpern, Shackelford, Melton & McKinley - Dallas, TX

3:20 pm
Break

3:30 pm

1.00 hr

Recent Developments in 1031 Exchanges

Explore recent developments involving 1031 exchanges, with a focus on recent court decisions and IRS pronouncements. Examine the latest trends and techniques pertaining to 1031 exchange transactions and structures.

Todd Keator, Thompson & Knight LLP - Dallas, TX

4:30 pm

1.00 hr ethics

Ethical Issues Involving Deceased, Incompetent, and Unavailable Clients

If a client becomes unavailable or passes away before a filing deadline or trial date, an attorney will have challenges effectively representing the client. Identify common issues that arise in representing deceased, incompetent, and unavailable clients.

Rachel L. Partain, Caplin & Drysdale - New York, NY

5:30 pm
Adjourn

Thursday Morning, Dec. 14, 2017

Presiding Officer:
Catherine C. Scheid, Attorney at Law - Houston, TX

7:30 am
Conference Room Opens

Includes continental breakfast. 

8:30 am

2.00 hrs

Recent Developments in Federal Income Taxation

Review significant court decisions, rulings, and statutory and regulatory developments of the past year.

Bruce A. McGovern, South Texas College of Law Houston - Houston, TX

10:30 am
Break

10:45 am

1.00 hr

State and Local Tax Update

Survey the significant changes in Texas state and local tax law, including recent legislation, court decisions, and administrative developments.

Amanda Traphagan, Seay & Traphagan, PLLC - Austin, TX

11:45 am
Pick Up Lunch

Included in registration. 

Thursday Afternoon, Dec. 14, 2017

Presiding Officer:
T. Charles Parr III, Parr & Associates - San Antonio, TX

LUNCHEON PRESENTATION

12:05 pm

1.00 hr

Tax Reform: Why #TRIH Tax Reform is Hard and #TRIM Tax Reform is Mandatory

Explore the impact of our current tax system, why reform matters, why it's controversial, and the implications of potential reforms for the short and long run. 

Pamela F. Olson, PricewaterhouseCoopers LLP - Washington, DC

 
1:05 pm
Break

1:20 pm

1.00 hr

Tax Collection by the Department of Justice Tax Division: Key Concepts and Considerations

Learn how the DOJ collects unpaid taxes and the considerations it takes into account when enforcing unpaid tax liabilities. Get a thorough overview of numerous collection tools at DOJ’s disposal, including enforcement of levies, tax liens, judgment liens, nominee and alter ego determinations, sequestrations, and garnishments. Hear how the DOJ uses informal and formal discovery to uncover hidden assets to satisfy unpaid taxes.

Herb Linder, U.S. Department of Justice, Tax Division - Dallas, TX (Invited)
Ramona Stephens Notinger, U.S. Department of Justice, Tax Division - Dallas, TX (Invited)
Andy Sobotka, U.S. Department of Justice, Tax Division - Dallas, TX (Invited)

2:20 pm

1.00 hr

Controversies and Transactional Issues (Captive Insurance)

Captive insurance companies can be useful risk management tools for small businesses when designed and implemented correctly. Gain insights into the basics of structuring captive insurance companies, traps to avoid, and current trends in IRS challenges to captive arrangements.

Cindy L. Grossman, Giordani, Swanger, Ripp & Jetel, LLP - Austin, TX
Charles J. "Chad" Muller III, Chamberlain, Hrdlicka, White, Williams & Aughtry - San Antonio, TX

3:20 pm
Break

3:30 pm

1.00 hr

Dealing with a Decedent’s Fraud: Cleaning up Our Dead Client’s Bad Behavior

The fraudulent acts of a decedent can, and often do, plague an estate and expose fiduciaries to personal liability. Discuss practical strategies to resolve issues arising from, and limit fiduciary liability with respect to, unreported taxable gifts, undisclosed offshore financial arrangements, and fraudulent tax returns filed by the decedent.

Frank Agostino, Agostino & Associates, P.C. - Hackensack, NJ
Larry Sannicandro, McCarter & English - Newark, NJ

4:30 pm
Adjourn

UT Law CLE

2017 Taxation Conference

Faculty

Conference Faculty

Frank Agostino
Agostino & Associates, P.C.
Hackensack, NJ
Caroline D. Ciraolo
Kostelanetz & Fink, LLP
Washington, DC
Elizabeth A. Copeland
Strasburger & Price, LLP
San Antonio, TX
T. David Cowart
Dentons
Dallas, TX
Cindy L. Grossman
Giordani, Swanger, Ripp & Jetel, LLP
Austin, TX
Benjamin David Halpern
Shackelford, Melton & McKinley
Dallas, TX
Glenn A. Hegar
Texas Comptroller of Public Accounts
Austin, TX
Todd Keator
Thompson & Knight LLP
Dallas, TX
Herb Linder
U.S. Department of Justice, Tax Division
Dallas, TX
(Invited)
Bruce A. McGovern
South Texas College of Law Houston
Houston, TX
Charles J. "Chad" Muller III
Chamberlain, Hrdlicka, White, Williams & Aughtry
San Antonio, TX
Ramona Stephens Notinger
U.S. Department of Justice, Tax Division
Dallas, TX
(Invited)
Pamela F. Olson
PricewaterhouseCoopers LLP
Washington, DC
Rachel L. Partain
Caplin & Drysdale
New York, NY
Nancy L. Prosser
Texas Comptroller of Public Accounts
Austin, TX
Charles P. Rettig
Hochman, Salkin, Rettig, Toscher & Perez, P.C.
Beverly Hills, CA
G. Tomas Rhodus
Gray Reed
Dallas, TX
Larry Sannicandro
McCarter & English
Newark, NJ
Andy Sobotka
U.S. Department of Justice, Tax Division
Dallas, TX
(Invited)
Amanda Traphagan
Seay & Traphagan, PLLC
Austin, TX

Planning Committee

Christina A. Mondrik—Chair
Mondrik & Associates
Austin, TX
Catherine C. Scheid—Vice-Chair
Attorney at Law
Houston, TX
Deborah Salzberg—Director
The University of Texas School of Law
Austin, TX
Maxine Aaronson
Attorney at Law
Dallas, TX
Stephen R. Akers
Bessemer Trust
Dallas, TX
R. Gordon Appleman
Thompson & Knight LLP
Fort Worth, TX
Stanley L. Blend
Strasburger & Price, LLP
San Antonio, TX
Michael L. Cook
Cook Brooks Johnson PLLC
Austin, TX
Mickey R. Davis
Davis & Willms, PLLC
Houston, TX
Dennis B. Drapkin
Southern Methodist University Dedman School of Law
Dallas, TX
Lauren Fitte
Giordani, Swanger, Ripp & Jetel, LLP
Austin, TX
Lawrence B. Gibbs
Miller & Chevalier
Washington, DC
Joe Hull
Bracewell
Austin, TX
Kristie Iatrou
Mondrik & Associates
Austin, TX
Donald O. Jansen
The University of Texas System
Austin, 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
James F. Martens
Martens, Todd, Leonard & Ahlrich
Austin, TX
Charles J. "Chad" Muller III
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
Kelli H. Todd
Martens, Todd, Leonard & Ahlrich
Austin, TX
Amanda Traphagan
Seay & Traphagan, PLLC
Austin, TX

UT Law CLE

2017 Taxation Conference

Credit Information

MCLE Credit

Texas
15.00 hrs  |  2.00 hrs Ethics
Legal Specialization(s): Estate Planning and Probate Law, Tax Law
Additional Information
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
California
15.00 hrs  |  2.00 hrs Ethics
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
Oklahoma
18.00 hrs  |  2.50 hrs Ethics
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Other States
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state before taking the program to ensure it will qualify for self-reporting your credits.

Other Credit

Certified Financial Planner (CFP)
15.50 hrs
National Accounting CPE
18.00 hrs
Additional Information
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

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.
TX Accounting CPE
18.00 hrs
Additional Information
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you will need to sign in on the Accounting CPE Record of Attendance form at the registration desk. You will receive a Texas Accounting Certificate of Completion at the conference for your records. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

UT Law CLE

2017 Taxation Conference

Key Dates

Austin

  • Last day for Individual early registration: Dec 6, 2017
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Dec 8, 2017
  • Last day for cancellation (partial refund): Dec 11, 2017
    $50 processing fee applied

UT Law CLE

2017 Taxation Conference

Hotel / Venue

Austin

DoubleTree by Hilton Hotel Austin

6505 N Interstate 35
Austin, TX 78752-4346
512-454-3737
800-347-0330 (reservations)
Map

Accommodations

$149 room rate good through November 29, 2017 (subject to availability). Please refer to the Taxation and Estate Planning Conference when calling the reservations department. 

Parking Information

Daily or Overnight Self-parking: $8 
Valet Parking: $18