Tax Law. Advanced. 28th Annual. LIVE Dallas August 26-27, Come a day early to attend the Tax Law 101 Course

Transcription

1 28th Annual Advanced Tax Law Course LIVE Dallas August 26-27, 2010 Advanced Course HIGHLIGHTS What Partnership and LLC Drafting Errors Are Likely to Make You a Malpractice Target Hot IRS Topics Estate Tax: Planning for Uncertainty Nexus Issues Tax Issues Every Tax Lawyer Needs to Know and Understand Includes Ethics for CPAs at No Extra Charge Come a day early to attend the Tax Law 101 Course MCLE CREDIT HOURS (3 ETHICS) Course materials available on a USB flash drive

2 TexasBarCLE presents the 28th Annual Advanced Tax Law Course Cosponsored by the Taxation Section of the State Bar of Texas live Dallas August 26-27, 2010 Westin Galleria Dallas Dallas Parkway Register by August 12, 2010 and save $50! Taxation Section members can save $75! Come a day early and attend Tax Law 101 live Dallas August 25, 2010 See page 3 for details. MCLE CREDIT HOURS (3 ETHICS) MCLE COURSE NO: Applies to the College of the State Bar of Texas and to the Texas Board of Legal Specialization in Tax Law and Estate Planning and Probate Law. CPA CREDIT We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our program. The State Bar s continuing education sponsor I.D. number is 135 Thursday 7.25 hrs including 1.75 hrs ethics 7:30 Registration and Continental Breakfast 8:15 Welcoming Remarks and Program Introductions Course Director Larry Jones, Dallas Townsend & Jones 8:30 Federal Tax Update 1.5 hrs (.25 hr ethics) Ira B. Shepard, Houston Professor of Law University of Houston Law Center 10:00 Break 10:15 The Nexus Hokey Pokey: Are You In, Are You Out, Do You Shake it All About? 1 hr Federal and state law governing taxing authority across state and local borders. Nancy L. Prosser, Washington, DC Special Assistant for Tax Policy Texas Comptroller of Public Accounts Christi Mondrik, Austin Mondrik & Associates 11:15 How to Select a QI.75 hr Documenting how the QI works 1031s Bradley T. Borden, Brooklyn, NY Professor of Law Brooklyn School of Law Of Counsel, Oppenheimer Blend Harrison & Tate Mary B. Foster, Bellevue, WA President, 1031 Services, Inc. 12:00 Break - lunch provided 12:15 Luncheon Presentation: Tax Issues Every Tax Lawyer Needs to Know and Understand.75 hr ethics Daniel J. Micciche, Dallas Akin Gump Strauss Hauer & Feld 1:00 Break 1:15 How to Terminate a Client Engagement.75 hr ethics James M. McCormack, Austin Tomblin Carnes & McCormack 2:00 Hot IRS Topics.75 hr Josh O. Ungerman, Dallas Meadows Collier Reed Cousins & Blau 2:45 Break 3:00 Public Charity Classifications.75 hr New proposed regulations affecting Type III supporting organizations Issue recognition What are public charity classifications now Katherine E. Katy David, San Antonio Oppenheimer Blend Harrison & Tate 3:45 Employment Tax Audits - National Research Program 1 hr Larry Jones, Dallas Townsend & Jones William A. Roberts, Dallas The Roberts Law Firm 4:45 Adjourn 5:00 Personal and Professional Ethics for Texas CPAs (no MCLE credit) (includes a 15 minute break & snack) Jeffrey Clay, Dallas Chief Operating Officer My Medicare Advocate 9:15 Adjourn 2

3 TexasBarCLE Advanced Courses are sponsored by LexisNexis, a division of Reed Elsevier Inc. Friday 6.5 hrs including 1.25 hrs ethics 7:30 Continental Breakfast 8:00 Texas State Tax Update.75 hr Cindy Ohlenforst, Dallas K & L Gates 8:45 FBAR Voluntary Disclosure Initiative - The Morning After, What s Next?.75 hr Elizabeth A. Copeland, San Antonio Oppenheimer Blend Harrison & Tate 9:30 Roth Conversions - Do I or Don t I?.75 hr E. Daniel Leightman, Houston Vice President, Taxes Gardere Wynne Sewell 10:15 Break 10:30 Estate Tax - Planning for Uncertainty 1.5 hrs What do you do now? What s happening in Washington? Stephen R. Akers, Dallas Bessemer Trust Company, N.A. 12:00 Break - lunch provided 12:15 Luncheon Presentation: Practicing Law and Wellness: Modern Strategies for Lawyers Dealing with Anxiety, Addiction and Depression.5 hr ethics Michael W. Eaton, Southlake The Eaton Law Firm 12:45 Break 1:00 What Partnership and LLC Drafting Errors are Likely to Make You a Malpractice Target.75 hr ethics Robert L. Tobey, Dallas Johnston Tobey 1:45 Series LLCs.75 hr R. Brent Clifton, Dallas Locke Lord Bissell & Liddell 2:30 Partnerships and Tax Pitfalls.75 hr Fred R. Norton, Jr., Texarkana Norton & Wood Nikki Laing, CPA, Texarkana Norton & Wood 3:15 Adjourn Come a day early and attend TAX LAW 101 (Separate registration required.) live Dallas August 25, 2010 Westin Galleria Dallas Wednesday 4 hrs including 1 hr ethics 12:30 Registration 12:55 Welcoming Remarks and Program Introductions Course Director Larry Jones, Dallas Townsend & Jones 1:00 Corp. v. Partnership - Income Tax Impacts 1 hr (.25 hr ethics) Gene Wolf, Jr., El Paso Kemp Smith 2:00 Income Taxation of an Estate 1 hr (.25 hr ethics) Bethann Eccles, Austin Eccles & McIntosh 3:00 Break 3:15 International Tax Primer 1 hr (.25 hr ethics) William H. Hornberger, Dallas Jackson Walker 4:15 ERISA Update/Landmines 1 hr (.25 hr ethics) Ronald W. Adzgery, Houston Fulbright & Jaworski 5:15 Adjourn 3 MCLE CREDIT 4 HOURS (1 ETHICS) MCLE COURSE NO: Applies to the College of the State Bar of Texas and to the Texas Board of Legal Specialization in Tax Law and Estate Planning and Probate Law.

4 fyi I N F O R M A T I O N Ways to Save on This Course! Meet the Register By Deadline and Save $50 because early registrations help us ensure that sufficient course books, seating, and refreshments are available. No confirmation will be sent. Course materials and seating will be reserved for pre-registrants until the start of the first topic. Taxation Section Members Can Save $75 by registering no later than the Register by date for that course (thereafter, save $25); see the registration form. Not a member? To join, sections@ texasbar.com or phone , x1425. Please do not send Section membership payment with your registration fee. Earn Discounts by Registering Five or More from your firm or agency. Contact Firm & Group Sales Manager Laura Angle of TexasBarSolutions at or laura.angle@texasbar.com. State Bar Policy Allows Active State and Texas-Area Federal Judges to Attend for Free provided (1) the course is directly related to their tribunal s jurisdiction, (2) they are full-time judges or judges retired under the Texas Judicial Retirement System and (3) space is available for all paying registrants. This privilege does not extend to receivers, trustees, court staff, or persons serving part-time in any judicial capacity. NOTE: Judges must actually attend to receive course materials. Parking Information for Attendees Not Staying at the Hotel is subject to change without notice and is not a guarantee of available space. Self-parking is complimentary at the hotel If You Need Special Accommodations to Attend, please contact us as soon as possible at , x1797. Registered But Can t Attend? Still Earn Participatory Credit and receive course materials by taking the course online later, in which case you ll automatically be sent the course materials; see FREE TO OUR REGISTRANTS!, below. However, if you wish a refund instead, mail or fax ( ) your request so that we receive it at least one business day before the program. FREE TO OUR REGISTRANTS! Online Videos and MP3s of the Topics, as Well as PDFs of Course Materials, will be available to registrants 6-8 weeks after the course. Provide us your address when registering and we ll alert you when these benefits are available and how to access them. (Note: Presentation lengths may vary from that which was advertised.) There s no extra charge; as a registrant, you re already entitled! Policy of Impartiality The State Bar of Texas does not endorse political candidates. When a candidate for public office is included in promotion for or participates in a TexasBarCLE event, the State Bar is not taking a position for or against anyone s candidacy. Reserve Your Hotel Room by July 24, A block of rooms at the Westin Hotel Galleria Dallas are available at special rates for those attending this State Bar of Texas course. Dallas Live Westin Galleria Dallas Dallas Parkway Dallas, TX $119/night Deadline: July 24, 2010 The reserved block of rooms may fill up before the deadline. Act now! Course Director Larry Jones...Dallas Planning Committee Ronald W. Adzgery...Houston Tyree C. Collier...Dallas Elizabeth A. Copeland...San Antonio Evangelia X. Edwards...Austin Abbey B. Garber...Dallas Ryan Gardner...Houston Tina R. Green... Texarkana J. F. Jack Howell III...Amarillo Robert P. Bobby Maddox... El Paso Christi Mondrik...Austin Prof. Ira B. Shepard...Houston Michael Threet...Dallas TexasBarCLE Planning Team Hedy Bower...Sr. Program Attorney Kathy Reese...Sr. Program Coordinator Taxation Section of the State Bar of Texas Tyree C. Collier...Chair Patrick O Daniel... Chair-Elect Mary McNulty...Secretary Tina R. Green... Treasurer Daniel J. Micciche... Immediate Past Chair State Bar of Texas Roland Johnson...President David Fisher... Chair of the Board Terry Tottenham... President-Elect Harper Estes... Immediate Past President Cori Harbour...TYLA President F. R. Buck Files, Jr...Chair, CLE Committee John Sloan...Chair, Board PDP Committee Michelle E. Hunter...Executive Director Patrick A. Nester... Director, TexasBarCLE 4

5 Registration Form w a y s t o r e g i s t e r Online TexasBarCLE.com credit card only Phone , x1574 during business hours credit card only Fax credit card only Mail State Bar of Texas - CLE LB # P. O. Box Dallas, TX check or credit card Registering five or more? Laura Angle at laura.angle@texasbar.com for group discount information. On the Advanced Course save up to $75! Advanced Tax Law Course 2010 and Tax Law Here are my choices: Advanced Tax Law Course [5025] q Dallas LIVE, August $645 Take $50 OFF: Register by August 12, I want my Advanced Course materials format to be: q Electronic materials (PDFs on a USB drive) q Hard-copy materials (1 notebook) q BOTH so I ll ADD $80 Tax Law 101 [5026] q Dallas LIVE, August $95 No discounts apply to Tax Law 101 Your Advanced Tax Course registration includes: continental breakfast each day buffet lunch each day complimentary parking electrical connections in the meeting room 3 I m entitled to 1 or 2 discounts on the Advanced Course: q $50 OFF because I m registering by the Register by date at the left. (If by mail, date of postmark will be determinative.) q $25 OFF because I m a member of the Taxation Section, the State Bar College, or the Legal Administrators or Paralegal Division -OR- I have been licensed 2 years or less. $ is my total for course(s) and materials. q As a judge, I AFFIRM I qualify under (State Bar Policy Manual) for complimentary admission (see pg. 4). 4 I can t attend. Just send course materials.* FREE Shipping & Handling q Advanced Course book...$155 each q Advanced Course materials on USB drive...$155 each q Tax Law 101 book...$45 each For information on audio CDs of the course topics, contact our DVD CLE service at , x1575. MP3 files of the course topics will be downloadable from the Online Classroom at TexasBarCLE.com 6-8 weeks after the course. 5 I am paying by: q Check (enclosed) payable to the State Bar of Texas for $ q Visa q MasterCard q AMEX q Discover PLEASE PRINT LEGIBLY Account No. Exp. Date Name on card (Please print) Signature State Bar Membership No. Name Badge Name Firm Name/Court Address for Bar-Related Mail City/State Zip Phone ( ) Fax ( ) *PDFs of course materials will be available for purchase 6-8 weeks after the course in the Online Library at TexasBarCLE.com. Registrants receive access to the PDFs at no additional charge (see Free to Our Registrants in this brochure). Plus 8.25% sales tax on total. Please include sales tax or attach an exemption certificate. Book and USB orders are shipped separately and filled 4-6 weeks after the live program. A bill will be sent unless a credit card charge is authorized on this form. QUESTIONS? , x

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