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68th Annual

Taxation Conference

Live Webcast Dec 2-3, 2020
Conference Concluded
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Related products: eConference Materials
PREMIER SPONSOR
Thompson & Knight LLP

CONFERENCE SPONSOR
Martens, Todd, Leonard & Ahlrich

SUPPORTERS
Frost Wealth Advisors
Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.
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Overview

UT Law CLE’s 2020 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.

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

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Event Schedule

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

  • Day 1 December 2, 2020
  • Day 2 December 3, 2020
  • Time
    Credit
    Subject
    Speaker
  • Wednesday Morning, Dec. 2, 2020
    Presiding Officer:
    Patrick L. O'Daniel, Norton Rose Fulbright - Austin, TX
  • 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.

    Stanley L. Blend, Clark Hill, PLC - San Antonio, TX
    Materials By:
    Bruce A. McGovern, South Texas College of Law Houston - Houston, TX

  • 10:30 am
    5-Minute Break

  • 10:35 am
    1.00 hr
    Texas Franchise and Sales Taxes: Recent Developments
    Viruses or not, the Texas Comptroller has been busy writing controversial franchise and sales tax rules while Texas courts are issuing decisions on a variety of franchise tax and sales tax issues. In fact, the Texas Supreme Court issued three cases on one day this April addressing the different cost of goods sold issues for the franchise tax. Learn about these new developments and how they may affect your practices and your clients.

    Jimmy Martens, Martens, Todd, Leonard & Ahlrich - Austin, TX

  • 11:35 am
    Break for Lunch—Presentation Resumes at 12:00 p.m.

  • Wednesday Afternoon, Dec. 2, 2020
    Presiding Officer:
    Maxine Aaronson, Attorney at Law - Dallas, TX
  • LUNCHEON PRESENTATION
  • 12:00 pm
    0.75 hr
    Update from the IRS Office of Chief Counsel
    The past 12 months have presented unprecedented challenges for the Office of Chief Counsel and the IRS in general. Substantial progress was being made toward completion of all major guidance projects implementing the Tax Cuts and Jobs Act when the COVID-19 pandemic hit and the IRS was enlisted to assist in delivering significant aspects of the economic relief enacted by Congress. The Chief Counsel provides an update on the progress that has been made on both of these fronts.

    Michael J. Desmond, Internal Revenue Service - Washington, DC

  • 12:45 pm
    5-Minute Break

  • 12:50 pm
    1.00 hr
    Multistate Tax Update: Accidental Nexus, COVID-19, Texas Economic Nexus, Internet Sales, and Digital Goods
    The expansion of remote workers during the public health crisis has created significant multistate tax issues for businesses with employees or other representatives who are remotely working from out-of-state either because they live in a different state from where they work, they got “stuck” traveling out-of-state, or some other reason. Some state taxing authorities have offered “temporary” nexus exceptions, but others are reviewing matters on a case-by-case basis, creating additional uncertainty. An uptick in internet sales and sales of digital goods combined the expansion of economic nexus standards has caused many states to take another look at the tax implications of those transactions. Learn about these multistate updates and Texas-specific updates related to economic nexus standards and local tax sourcing of Internet sales and digital goods.

    Christina A. Mondrik, Mondrik & Associates - Austin, TX

  • 1:50 pm
    5-Minute Break

  • 1:55 pm
    1.00 hr
    Stranded: Tax Consequences for Nonresidents and Corporations from the Global Pandemic
    COVID travel restrictions have created numerous concerns for cross border employees and their employers including residency status of individuals, residence and tax jurisdiction of the employer entities, permanent establishment and sourcing issues.

    Andrius R. Kontrimas, Norton Rose Fulbright US LLP - Houston, TX

  • 2:55 pm
    5-Minute Break

  • 3:00 pm
    1.00 hr
    New Carried Interest Regulations
    After a long wait, the IRS has finally published the Section 1061 Carried Interest Regulations implementing the 2018 three-year holding period required for long-term capital gain treatment. This will be of interests to funds and promoted joint ventures. Learn the big picture rules and the details that matter for you.

    Steven Schneider, Baker & McKenzie LLP - Washington, DC
    Brian O'Connor, Venable LLP - Washington, DC

  • 4:00 pm
    Adjourn

  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning, Dec. 3, 2020
    Presiding Officer:
    Dennis B. Drapkin, Southern Methodist University Dedman School of Law - Dallas, TX
  • 8:30 am
    1.00 hr
    Hot Topics in Partnerships and Like Kind Exchanges
    Explore new proposed regulations defining "real property" for like-kind exchanges and recent developments in partnership taxation, with an emphasis on using these rules in practical ways.

    Richard M. Lipton, Baker McKenzie LLP - Dallas, TX

  • 9:30 am
    5-Minute Break

  • 9:35 am
    1.00 hr
    CARES Act PPP SBA Loans: Tax Issues and Strategies
    Examine the pitfalls encountered with PPP loans, strategies for clients to consider with PPP loans, and the taxation issues that emerge from those strategies.

    Moderators:
    T. Charles Parr III, Parr & Associates - San Antonio, TX
    Joshua A. Sutin, Chamberlain Hrdlicka - San Antonio, TX
    Panelists:
    Jeff Albrecht, Sol Schwartz & Associates, P.C. - San Antonio, TX
    John P. Dennis III, WoodRock & Co. - Houston, TX
    Amy C. Moss, Chamberlain Hrdlicka - Houston, TX

  • 10:35 am
    5-Minute Break

  • 10:40 am
    1.00 hr ethics
    Penalty Protection
    The IRS has long taken the position that taxpayers rely on IRS publications and instructions to forms at their peril, and courts have agreed. That position also applies to most FAQs, some of which even include disclaimers to that effect. Explore the current state of the law on the extent to which IRS written statements describing or interpreting the law can be used to defeat the assertion of penalties.

    Professor Alice G. Abreu, Temple University Beasley School of Law - Philadelphia, PA

  • 11:40 am
    Break for Lunch—Presentation Resumes at 12:05 p.m.

  • Thursday Afternoon, Dec. 3, 2020
    Presiding Officer:
    Michael L. Cook, Cook Brooks Johnson PLLC - Austin, TX
  • LUNCHEON PRESENTATION
  • 12:05 pm
    1.00 hr ethics
    Ethical Issues When Working Remotely (or did Alexa just waive privilege?)
    Numerous ethical issues are raised when attorneys, clients, and even courts are working remotely. Examine how you can continue to practice effectively in this challenging environment.

    Abbey B. Garber, Thompson & Knight LLP - Dallas, TX
    Michelle Kwon, The University of Tennessee - Knoxville, TN

  • 1:05 pm
    5-Minute Break

  • 1:10 pm
    1.50 hrs
    Workout Tax Issues
    Explore the tax aspects of debt modifications and workouts, inside and outside of bankruptcy, for partnership and corporate debtors, their owners, and their creditors. Examine debt modifications, COD income and exceptions, repurchases of debt by parties related to the debt’s issuer, Tufts gain, OID, reorganizations, Section 382 limitations, and bankruptcy-related provisions.

    Michael P. Bresson, Baker Botts L.L.P. - Houston, TX
    Thomas L. Evans, Kirkland & Ellis LLP - Chicago, IL
    Materials By:
    Paul S. Hendrickson, Kirkland & Ellis LLP - Chicago, IL

  • 2:40 pm
    5-Minute Break

  • 2:45 pm
    1.00 hr
    0.50 hr ethics
    IRS Emphasis on Tax Fraud Enforcement
    The IRS has been taking steps to increase its focus on civil and criminal tax enforcement. Tax practitioners need to understand how the new IRS fraud initiatives can impact them and their clients.

    Joel N. Crouch, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. - Dallas, TX

  • 3:45 pm
    5-Minute Break

  • 3:50 pm
    1.00 hr
    Estate Planning for Retirement Plans after SECURE Act
    SECURE Act changes the way we will plan for retirement plans and IRAs. Learn how the new rules work and how to plan with them, through case studies and sample forms.

    Steve Trytten, Henderson Caverly Pum & Trytten LLP - Pasadena, CA

  • 4:50 pm
    Adjourn

  • Day 1 December 2, 2020
  • Day 2 December 3, 2020
Download Schedule

Conference Faculty

Professor Alice G. Abreu

Temple University Beasley School of Law
Philadelphia, PA

Jeff Albrecht

Sol Schwartz & Associates, P.C.
San Antonio, TX

Stanley L. Blend

Clark Hill, PLC
San Antonio, TX

Michael P. Bresson

Baker Botts L.L.P.
Houston, TX

Joel N. Crouch

Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.
Dallas, TX

John P. Dennis III

WoodRock & Co.
Houston, TX

Michael J. Desmond

Internal Revenue Service
Washington, DC

Thomas L. Evans

Kirkland & Ellis LLP
Chicago, IL

Abbey B. Garber

Thompson & Knight LLP
Dallas, TX

Paul S. Hendrickson

Kirkland & Ellis LLP
Chicago, IL

Andrius R. Kontrimas

Norton Rose Fulbright US LLP
Houston, TX

Michelle Kwon

The University of Tennessee
Knoxville, TN

Richard M. Lipton

Baker McKenzie LLP
Dallas, TX

Jimmy Martens

Martens, Todd, Leonard & Ahlrich
Austin, TX

Bruce A. McGovern

South Texas College of Law Houston
Houston, TX

Christina A. Mondrik

Mondrik & Associates
Austin, TX

Amy C. Moss

Chamberlain Hrdlicka
Houston, TX

Brian O'Connor

Venable LLP
Washington, DC

T. Charles Parr III

Parr & Associates
San Antonio, TX

Steven Schneider

Baker & McKenzie LLP
Washington, DC

Joshua A. Sutin

Chamberlain Hrdlicka
San Antonio, TX

Steve Trytten

Henderson Caverly Pum & Trytten LLP
Pasadena, CA

Planning Committee

Patrick L. O'Daniel—Chair

Norton Rose Fulbright
Austin, TX

Michael L. Cook—Vice-Chair

Cook Brooks Johnson PLLC
Austin, TX

Maxine Aaronson

Attorney at Law
Dallas, TX

R. Gordon Appleman

Thompson & Knight LLP
Fort Worth, TX

Stanley L. Blend

Clark Hill, PLC
San Antonio, TX

Joel N. Crouch

Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.
Dallas, TX

Barbara Spudis de Marigny

Baker Botts
Houston, TX

Dennis B. Drapkin

Southern Methodist University Dedman School of Law
Dallas, TX

Lawrence B. Gibbs

Miller & Chevalier
Washington, DC

Christopher Hanna

Southern Methodist University Dedman School of Law
Dallas, 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

Jimmy Martens

Martens, Todd, Leonard & Ahlrich
Austin, TX

Christina A. Mondrik

Mondrik & Associates
Austin, TX

Charles J. "Chad" Muller III

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

T. Charles Parr III

Parr & Associates
San Antonio, TX

Robert D. Probasco

Texas A&M University School of Law
Fort Worth, TX

Catherine C. Scheid

Attorney at Law
Houston, TX

Credit Info

  • Live Webcast
MCLE Credit
Toggle view Texas – 14.25 hrs  |  2.50 hrs Ethics
Legal Specialization(s): Estate Planning and Probate Law, Tax Law
UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.
Toggle view California – 14.25 hrs  |  2.50 hrs Ethics
Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.
Toggle view Oklahoma – 17.00 hrs  |  3.00 hrs Ethics
The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.
Toggle view Pennsylvania – 14.00 hrs  |  2.50 hrs Ethics
UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks of the webcast conclusion. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.
Toggle view Other States – 14.25 hrs  |  2.50 hrs Ethics
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 to ensure it will qualify for self-reporting your credits.
 
To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. 

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.
MCLE credit is presented based on a 60-minute credit hour.
Other Credit
Toggle view Certified Financial Planner (CFP) – 17.00 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 your CFP license number and other information in order to do so. Accreditation Coordinator Laura Tolin will follow up with you to obtain this information within 7 days of the conference.

You can learn more at: http://www.cfp.net/
Toggle view National Accounting CPE – 17.00 hrs
UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings. If you need Accounting credit in any state other than Texas, please review the self-reporting guidelines on the NASBA website to confirm your ability to self-report credit from the live webcast. You may use the CPA – Other States certificate to provide to the states you need. Texas Accounting CPE is approved for self-reporting for both delivery methods, in-person and webcast. Please contact Laura Tolin, Accreditation Manager, for further assistance at ltolin@law.utexas.edu.
Toggle view TX Accounting CPE – 17.00 hrs
The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and 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.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Key Dates

Live Webcast – Dec 2-3, 2020
Conference Concluded
Buy
Live Webcast

Our Sponsors

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

  • Thompson & Knight LLP logo
    Thompson & Knight LLP
    Established in 1887, Thompson & Knight is a full-service law firm with more than 300 attorneys and nine offices worldwide. Our Firm has been at the forefront of groundbreaking litigation and transactions that have historically shaped the legal and business communities in Texas and the Southwest.
     
    Our robust Tax Practice offers comprehensive tax planning and compliance advice to individuals and all types of business entities and organizations. Our attorneys provide creative and seasoned tax advice in corporate and business tax, international and cross-border tax, employee benefits and executive compensation, estate planning, family office tax, nonprofit tax, oil and gas tax, real estate tax, and tax controversies. We represent clients in tax audits, administrative appeals and proceedings, and in tax litigation in both federal and state courts.
    www.tklaw.com
  • Martens, Todd, Leonard & Ahlrich logo
    Martens, Todd, Leonard & Ahlrich
    A boutique law firm located in downtown Austin, Texas. We limit our practice  to handling Texas tax controversies and litigation. We represent clients in all stages: including audits, administrative hearings, trials, and appeals. We have successfully tried numerous Texas sales tax and franchise tax cases and handled the ensuing appeals: Combs v. Roark Amusement & Vending, L.P.; Hegar v. Gulf Copper and Manufacturing Corp.; Titan Transportation, L.P. v. Combs; Combs v. Newpark Resources, Inc.; Hegar v. CGG Veritas Services (U.S.), Inc.; Pointsmith Point-of-Purchase Management Services, L.P. v. Hegar;   Garriott v. Combs; L.P.; Taylor & Hill, Inc. v. Combs.   www.texastaxlaw.com
    www.texastaxlaw.com
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