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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.

Includes: Audio Paper Slides

Archived Material
Self-Study Use Only

The accreditation period for this eConference has expired and it is no longer available for credit.
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Sessions

1. Penalties Above 20%: What Are They, When Are They Applied, and How Do You Defend? (Dec 2017)

Caroline D. Ciraolo

0.75 0.00 0.00
Downloadable Materials
Paper (pdf) – 72 pgs
Paper (pdf) – 5 pgs
Slides (pdf) – 9 pgs

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

2. EPCRS and Retirement Plans: A Misunderstood Relationship (Dec 2017)

T. David Cowart

0.75 0.00 0.00
Downloadable Materials
Paper (pdf) – 69 pgs

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

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

1.50 0.00 0.00
Downloadable Materials
Paper (pdf) – 5 pgs
Paper (pdf) – 1 pgs
Slides (pdf) – 25 pgs

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

4. Update from the Texas Comptroller of Public Accounts (Dec 2017)

Glenn A. Hegar, Nancy L. Prosser

0.75 0.00 0.00
Downloadable Materials
Slides (pdf) – 16 pgs

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

5. Are You Saying Someone Could Actually Go to Jail ... for THAT?? (Dec 2017)

G. Tomas Rhodus

0.75 0.00 0.00
Downloadable Materials
Slides (pdf) – 51 pgs

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

6. Social Media and Tax Ethics (Dec 2017)

Benjamin David Halpern

0.50 0.50 0.00
Downloadable Materials
Slides (pdf) – 30 pgs

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

7. Recent Developments in 1031 Exchanges (Dec 2017)

Todd Keator

1.00 0.00 0.00
Downloadable Materials
Paper (pdf) – 10 pgs
Slides (pdf) – 21 pgs

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

8. Ethical Issues Involving Deceased, Incompetent, and Unavailable Clients (Dec 2017)

Rachel L. Partain

1.00 1.00 0.00
Downloadable Materials
Slides (pdf) – 22 pgs

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

9. Recent Developments in Federal Income Taxation (Dec 2017)

Bruce A. McGovern

2.00 0.00 0.00
Downloadable Materials
Paper (pdf) – 105 pgs
Slides (pdf) – 21 pgs

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

10. State and Local Tax Update (Dec 2017)

Amanda Traphagan

1.00 0.00 0.00
Downloadable Materials
Paper (pdf) – 10 pgs
Slides (pdf) – 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

11. Tax Reform: Why #TRIH Tax Reform is Hard and #TRIM Tax Reform is Mandatory (Dec 2017)

Pamela F. Olson

1.00 0.00 0.00

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

12. Tax Collection by the Department of Justice Tax Division: Key Concepts and Considerations (Dec 2017)

Herb Linder, Ramona Stephens Notinger, Andy Sobotka

1.00 0.00 0.00
Downloadable Materials
Paper (pdf) – 17 pgs
Paper (pdf) – 51 pgs
Slides (pdf) – 18 pgs

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

13. Controversies and Transactional Issues (Captive Insurance) (Dec 2017)

Cindy L. Grossman, Charles J. "Chad" Muller III

1.00 0.00 0.00
Downloadable Materials
Slides (pdf) – 18 pgs
Slides (pdf) – 16 pgs

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

14. Dealing with a Decedent’s Fraud: Cleaning up Our Dead Client’s Bad Behavior (Dec 2017)

Frank Agostino, Larry Sannicandro

1.00 0.00 0.00
Downloadable Materials
Paper (pdf) – 85 pgs
Slides (pdf) – 15 pgs

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