eConference
2017 Taxation eConference
Contains material from Dec 2017
2017 Taxation eConference
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The 65th Annual Taxation eConference features an impressive slate of topics with regionally and nationally renowned speakers covering current trends, updates in tax regulation and policy, and much more.
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1.
Penalties Above 20%: What Are They, When Are They Applied, and How Do You Defend? (Dec 2017)
Caroline D. Ciraolo
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Session 1
—44 mins
Penalties Above 20%: What Are They, When Are They Applied, and How Do You Defend? (Dec 2017)
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.
Originally presented: Dec 2017 Taxation Conference
Caroline D. Ciraolo,
Kostelanetz & Fink, LLP - Washington, DC
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2.
EPCRS and Retirement Plans: A Misunderstood Relationship (Dec 2017)
T. David Cowart
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Session 2
—47 mins
EPCRS and Retirement Plans: A Misunderstood Relationship (Dec 2017)
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.
Originally presented: Dec 2017 Taxation Conference
T. David Cowart,
Dentons - Dallas, TX
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3.
Don’t Throw Away Your Shot: How to Deal With the New IRS Audit Rules in Your Partnership Agreements (Dec 2017)
Elizabeth A. Copeland, Charles P. Rettig
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Session 3
—93 mins
Don’t Throw Away Your Shot: How to Deal With the New IRS Audit Rules in Your Partnership Agreements (Dec 2017)
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.
Originally presented: Dec 2017 Taxation Conference
Elizabeth A. Copeland,
Strasburger & Price, LLP - San Antonio, TX
Charles P. Rettig,
Hochman, Salkin, Rettig, Toscher & Perez, P.C. - Beverly Hills, CA
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4.
Update from the Texas Comptroller of Public Accounts (Dec 2017)
Glenn A. Hegar, Nancy L. Prosser
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Session 4
—47 mins
Update from the Texas Comptroller of Public Accounts (Dec 2017)
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.
Originally presented: Dec 2017 Taxation Conference
Glenn A. Hegar,
Texas Comptroller of Public Accounts - Austin, TX
Nancy L. Prosser,
Texas Comptroller of Public Accounts - Austin, TX
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5.
Are You Saying Someone Could Actually Go to Jail ... for THAT?? (Dec 2017)
G. Tomas Rhodus
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Session 5
—52 mins
Are You Saying Someone Could Actually Go to Jail ... for THAT?? (Dec 2017)
Hear how criminal tax enforcement is taking some new and unexpected directions. Old statutes—but surprising new uses.
Originally presented: Dec 2017 Taxation Conference
G. Tomas Rhodus,
Gray Reed - Dallas, TX
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6.
Social Media and Tax Ethics (Dec 2017)
Benjamin David Halpern
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Session 6
—26 mins
Social Media and Tax Ethics (Dec 2017)
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.
Originally presented: Dec 2017 Taxation Conference
Benjamin David Halpern,
Shackelford, Melton & McKinley - Dallas, TX
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7.
Recent Developments in 1031 Exchanges (Dec 2017)
Todd Keator
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Session 7
—59 mins
Recent Developments in 1031 Exchanges (Dec 2017)
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.
Originally presented: Dec 2017 Taxation Conference
Todd Keator,
Thompson & Knight LLP - Dallas, TX
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8.
Ethical Issues Involving Deceased, Incompetent, and Unavailable Clients (Dec 2017)
Rachel L. Partain
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Session 8
—59 mins
Ethical Issues Involving Deceased, Incompetent, and Unavailable Clients (Dec 2017)
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.
Originally presented: Dec 2017 Taxation Conference
Rachel L. Partain,
Caplin & Drysdale - New York, NY
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9.
Recent Developments in Federal Income Taxation (Dec 2017)
Bruce A. McGovern
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Session 9
—121 mins
Recent Developments in Federal Income Taxation (Dec 2017)
Review significant court decisions, rulings, and statutory and regulatory developments of the past year.
Originally presented: Dec 2017 Taxation Conference
Bruce A. McGovern,
South Texas College of Law Houston - Houston, TX
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10.
State and Local Tax Update (Dec 2017)
Amanda Traphagan
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10 pgs
Session 10
—59 mins
State and Local Tax Update (Dec 2017)
Survey the significant changes in Texas state and local tax law, including recent legislation, court decisions, and administrative developments.
Originally presented: Dec 2017 Taxation Conference
Amanda Traphagan,
Seay & Traphagan, PLLC - Austin, TX
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11.
Tax Reform: Why #TRIH Tax Reform is Hard and #TRIM Tax Reform is Mandatory (Dec 2017)
Pamela F. Olson
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Session 11
—57 mins
Tax Reform: Why #TRIH Tax Reform is Hard and #TRIM Tax Reform is Mandatory (Dec 2017)
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.
Originally presented: Dec 2017 Taxation Conference
Pamela F. Olson,
PricewaterhouseCoopers LLP - Washington, DC
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12.
Tax Collection by the Department of Justice Tax Division: Key Concepts and Considerations (Dec 2017)
Herb Linder, Ramona Stephens Notinger, Andy Sobotka
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Session 12
—63 mins
Tax Collection by the Department of Justice Tax Division: Key Concepts and Considerations (Dec 2017)
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.
Originally presented: Dec 2017 Taxation Conference
Herb Linder,
U.S. Department of Justice, Tax Division - Dallas, TX
Ramona Stephens Notinger,
U.S. Department of Justice, Tax Division - Dallas, TX
Andy Sobotka,
U.S. Department of Justice, Tax Division - Dallas, TX
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13.
Controversies and Transactional Issues (Captive Insurance) (Dec 2017)
Cindy L. Grossman, Charles J. "Chad" Muller III
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Session 13
—55 mins
Controversies and Transactional Issues (Captive Insurance) (Dec 2017)
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.
Originally presented: Dec 2017 Taxation Conference
Cindy L. Grossman,
Giordani, Swanger, Ripp & Jetel, LLP - Austin, TX
Charles J. "Chad" Muller III,
Chamberlain, Hrdlicka, White, Williams & Aughtry - San Antonio, TX
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14.
Dealing with a Decedent’s Fraud: Cleaning up Our Dead Client’s Bad Behavior (Dec 2017)
Frank Agostino, Larry Sannicandro
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Session 14
—59 mins
Dealing with a Decedent’s Fraud: Cleaning up Our Dead Client’s Bad Behavior (Dec 2017)
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.
Originally presented: Dec 2017 Taxation Conference
Frank Agostino,
Agostino & Associates, P.C. - Hackensack, NJ
Larry Sannicandro,
McCarter & English - Newark, NJ