University of Texas School of Law
66th Annual
Taxation Conference
Austin Nov 14-15, 2018 AT&T Conference Center
Conference Concluded
SPONSORS
Branscomb | PC
Martens, Todd, Leonard & Ahlrich

UT Law CLE

2018 Taxation Conference

Program Features
UT Law CLE’s 2018 Taxation Conference presents the expertise and in-depth analysis essential to understanding where tax law is, where it came from, and where it is going. With a renowned slate of regional and national speakers, the conference is a must attend event for those looking to keep current amidst a dramatically changing tax landscape.
  • Analyze the full impact of the recent Tax Cuts and Jobs Act, including how it effects choice of entity, Section 199A, basis management, and exempt organizations. 
  • Examine new developments in state and local taxes, including franchise tax COGS calculation and the impact of South Dakota v. Wayfair on businesses that sell across state lines.
  • Explore how tax law is evolving alongside other economic trends, including discussion of cryptocurrency and the gig economy.
Following the conference, attendees will receive supplemental on-demand programming to ensure they are able to satisfy their full 15.0/3.0 MCLE requirement. All this makes the conference the definitive Texas tax course of the year.
 
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

2018 Taxation Conference

12/14/18
Schedule

Wednesday Morning, Nov. 14, 2018

Presiding Officer:
Robert D. Probasco, Texas A&M University School of Law - Fort Worth, TX

7:30 am
Registration Opens

Includes continental breakfast. 

8:20 am
Welcoming Remarks

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

Texas State and Local Tax: New Developments

Learn about important new developments in the Texas franchise tax and sales tax laws that affect your tax compliance and tax planning practices. Examine recent court cases and policies affecting the franchise tax COGS calculation, as well as the South Dakota v. Wayfair decision and how it affects businesses that sell across state lines.

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

11:45 am
Pick Up Lunch

Included in registration. 

Wednesday Afternoon, Nov. 14, 2018

Presiding Officer:
Maxine Aaronson, Attorney at Law - Dallas, TX

LUNCHEON PRESENTATION

12:05 pm

1.00 hr

Perspective on the Tax Legislative Process

Get a behind the scenes look at the Tax Cuts and Jobs Act, focusing on how specific provisions were enacted and the intent behind the provisions.

Christopher Hanna, Southern Methodist University Dedman School of Law - Dallas, TX

 
1:05 pm
Break

1:20 pm

1.00 hr

Taxation of Bitcoin, its Progeny and Derivatives: Coin Ex Machina

Bitcoin and other cryptocurrencies, along with Initial Coin Offerings and tokens has continued to grow after becoming the focus of many last year. Review a basic explanation of blockchain and what a cryptocurrency is, and get an overview of federal income tax guidance and important tax questions that remain.

Stevie D. Conlon, Wolters Kluwer - Chicago, IL

2:20 pm

1.00 hr

Understanding the Benefits of the New Section 199A Deduction

Cut through the byzantine complexity of Section 199A to understand the Section’s benefits and who gets it, and explore the guardrails that limit the category of owners and the types of income that qualify for the benefit and what we know regarding Treasury guidance.

William Paul Bowers, Norton Rose Fulbright - Dallas, TX

3:20 pm
Break

3:30 pm

1.00 hr

Rock, Paper, Scissors? Choice of Entity After Tax Reform

The Tax Cuts and Jobs Act of 2017 changed the tax treatment of business entities, including a reduction in the corporate rate and a new deduction for partners, and brought new considerations into play when choosing the form of doing business for your clients. Hear about the factors that may influence your selection now, when and why pass-through entities may still be the right choice, and how and when multi-entity structures may be useful.

Barbara Spudis de Marigny, Orrick, Herrington & Sutcliffe LLP - Houston, TX

4:30 pm
Adjourn

Thursday Morning, Nov. 15, 2018

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

7:30 am
Conference Room Opens

Includes continental breakfast. 

8:30 am

1.00 hr
0.50 hr ethics

Partnership Audit Update

Explore the latest developments and current status of the new partnership audit rules, as well as tips, traps and trends in drafting partnership and LLC agreement provisions addressing these rules, and learn how to successfully navigate issues in drafting such provisions, including how to determine who the client is and how to address potential conflicts of interest among partners.

Brandon Bloom, Thompson & Knight LLP - Dallas, TX
Mary A. McNulty, Thompson & Knight LLP - Dallas, TX

9:30 am

1.00 hr

Structuring Business Transactions After the Tax Cuts and Jobs Act

Examine the impact of the Tax Cuts and Jobs Act on mergers and acquisitions, including the effect of new tax rates, expanded bonus depreciation, and new limitations on interest deductions.

Michael P. Bresson, Baker Botts L.L.P. - Houston, TX

10:30 am
Break

10:45 am

1.00 hr

International Changes 

The international tax arena was significantly changed in 2017 with the Tax Cuts and Jobs Act, including an expansion of its reach into purely domestic transactions. Discuss these changes, and identify the key issues they raise for practitioners.

Bret Wells, University of Houston Law Center - Houston, TX

11:45 am
Break

Thursday Afternoon, Nov. 15, 2018

Presiding Officer:
Patrick L. O'Daniel, Norton Rose Fulbright - Austin, TX

LUNCHEON PRESENTATION

Thank You to Our Luncheon Sponsor
Branscomb | PC

12:05 pm

1.00 hr ethics

Ethics Jeopardy

Enjoy an hour of interactive study of numerous ethics decisions and opinions, illustrated with fact situations, and challenging the audience to make the right ethical choice.

Claude E. Ducloux, Attorney at Law - Austin, TX

 
1:05 pm
Break

1:20 pm

1.00 hr

The Gig Economy

Explore the effects of the sharing economy on the traditional employment model as companies use technology to connect providers and end-users in novel ways and individual providers increasingly view themselves as entrepreneurs with their own business aspirations. Specific topics include the scope of the limitations of the employee/contractor classification system, the use of arbitration agreements as a response to judicial second-guessing, the scope of an employee’s fiduciary duty, the ownership of employee inventions, and some of the potential consequences associated with replacing the traditional employment model with individually-defined, market-driven, peer-to-peer business relationships.

Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX

2:20 pm

1.00 hr

Exempt Organizations Update

Learn how tax reform and other current developments have directly impacted tax-exempt organizations.

Jonathan S. Blum, Polsinelli PC - Dallas, TX

3:20 pm
Break

3:30 pm

1.00 hr

Putting It On and Taking It Off: Managing Tax Basis Today (For Tomorrow)

“Tax Reform” has arrived, and the importance of the management and creation of tax basis – and the opportunities surrounding it – have never been greater. Examine the innovative tax basis management techniques that strip, shift, create, concentrate, and maximize basis where it can be of most benefit to taxpayers, including: (1) upstream planning and powers of appointment to create basis; (2) maximizing and multiplying the “step-up” in basis; (3) the upside of leverage; (4) partnership planning to move basis to where you want it; (5) novel uses of grantor trusts and disregarded entities in basis management; (6) how to “base-up” foreign assets for U.S. taxpayers; and (7) planning that benefits charity while capturing new basis for the family.

Paul S. Lee, Northern Trust - New York, NY

4:30 pm
Adjourn

UT Law CLE

2018 Taxation Conference

Faculty

Conference Faculty

Brandon Bloom
Thompson & Knight LLP
Dallas, TX
Jonathan S. Blum
Polsinelli PC
Dallas, TX
Jason Boulette
Boulette Golden & Marin L.L.P.
Austin, TX
William Paul Bowers
Norton Rose Fulbright
Dallas, TX
Michael P. Bresson
Baker Botts L.L.P.
Houston, TX
Stevie D. Conlon
Wolters Kluwer
Chicago, IL
Barbara Spudis de Marigny
Orrick, Herrington & Sutcliffe LLP
Houston, TX
Claude E. Ducloux
Attorney at Law
Austin, TX
Christopher Hanna
Southern Methodist University Dedman School of Law
Dallas, TX
Paul S. Lee
Northern Trust
New York, NY
James F. Martens
Martens, Todd, Leonard & Ahlrich
Austin, TX
Bruce A. McGovern
South Texas College of Law Houston
Houston, TX
Mary A. McNulty
Thompson & Knight LLP
Dallas, TX
Bret Wells
University of Houston Law Center
Houston, TX

Planning Committee

Robert D. Probasco—Chair
Texas A&M University School of Law
Fort Worth, 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
Danielle Ahlrich
Martens, Todd, Leonard & Ahlrich
Austin, 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
Barbara Spudis de Marigny
Orrick, Herrington & Sutcliffe LLP
Houston, TX
Dennis B. Drapkin
Southern Methodist University Dedman School of Law
Dallas, TX
Lawrence B. Gibbs
Miller & Chevalier
Washington, DC
Joe Hull
Bracewell
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
Kenton E. McDonald
Branscomb | PC
Corpus Christi, TX
Christina A. Mondrik
Mondrik & Associates
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
Amanda Traphagan
Seay & Traphagan, PLLC
Austin, TX

UT Law CLE

2018 Taxation Conference

Credit Information

MCLE Credit

Texas
14.00 hrs  |  1.50 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
14.00 hrs  |  1.50 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
17.00 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. 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)
14.00 hrs
National Accounting CPE
17.00 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
17.00 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

2018 Taxation Conference

Key Dates

Austin

  • Last day for Individual early registration: Nov 7, 2018
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Nov 9, 2018
  • Last day for cancellation (partial refund): Nov 12, 2018
    $50 processing fee applied

UT Law CLE

2018 Taxation Conference

Hotel / Venue

Austin

AT&T Conference Center

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

Accommodations

Special Room Rate: $189 good through October 16, 2018. Reference the "Taxation and Estate Planning Conference" when you call reservations.

Parking Information

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

UT Law CLE

2018 Taxation Conference

Sponsors