2013 Programs


Tax Planning for Litigation and Settlement
(Robert W. Wood, Wood LLP – January 10)

Unrequited Love Between the IRS Criminal Investigations Division and Tax Representatives
(Martin A. Schainbaum & Arlette Lee – February 14)

Recent Developments in the Tax Court’s Discounts for Fractional Interests
(Nick G. Tarlson, Tarlson & Associates – March 14)

An Update on Important Audit and Enforcement Issues
(Vivienne Antal and Nicolas Connors, Internal revenue Service – April 11)

Section 199 Deduction for Domestic Production activities (aka R&D Credit 2.0)
(Paul DiSangro, Mayer Brown LLP – May 9)

Paradigm Shift: The ATRA-Math (Most Compelling Estate Planning Techniques Today)
(Paul S Lee, J.D., L.L.M., Bernstein – June 13)

California Residency: Overview of Law, Current Franchise Tax Board Audit Techniques, and Other Recent Developments
(Bradley R. Marsh, Shareholder, Greenberg Traurig, LLP – September 12)

Should You Trust a Trust? Naming Trust, Other and Contingent Beneficiaries for Retirement Plans
(Mary Kay Foss C.P.A., Director, Sweeney Kovar LLP – October 10)

Net Investment Income Tax (aka Obamacare Tax): Congressional Intent, Proposed Regulations and Their Impact, the Draft Forms of the Law and Apparent Conflicts
(Jeffrey S. Parker, CPA, JD, MBA, MST | Partner, EisnerAmper LLP, New York – November 14)