The William & Mary Tax Conference offers lawyers and accountants an in-depth look at current topics in tax law. Volumes 2 - 8 (1956 - 1961) were never published.


2014

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2014 Schedule

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2014 Tax Conference Forms

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2014 Tax Conference Speakers

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Advising Venture & Early-Stage Client: Issues Confronting Early-Stage Companies, Carroll D. Hurst

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Advising Venture & Early-Stage Clients: Current Ear-to-the-Ground Assessment, Gary D. LeClair

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Contingent Consideration, Contingent Liabilities and Indemnities in Acquisitions (Outline), Robert H. Wellen

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Contingent Purchase Price, Contingent Liabilities and Indemnities in Taxable Acquisitions (Slides), William M. Richardson and Robert H. Wellen

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Negotiating Tax Provisions in Partnership and LLC Agreements, Robert G. Gottlieb and Brian J. O'Connor

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Net Investment Income Tax Planning, Jeanne M. Sullivan

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Overview of Civil Tax Penalties, Craig D. Bell and Christopher S. Rizek

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Recent Tax Developments in Virginia: 2013-2014, Craig D. Bell and William L.S Rowe

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Reclassification Risks for Compensation Paid by S and C Corporations to Shareholder-Employees, Stephen R. Looney

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Structuring and Restructuring Deals in 2014 (and Beyond), Stephen L. Owen

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Tax Accounting Methods Considerations in Restructuring Transactions, Glenn Carrington and Kristine Mora

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The New World of Estate Planning After the 2012 Tax Act 15 (Abbreviated Outline) An Estate Planner's Perspective on Recent Tax Developments: The Year in Review, John B. O'Grady and Howard M. Zaritsky

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Working with the Section 752 Partnership Liability Allocation Rules (Outline), Jennifer H. Alexander and Andrea M. Whiteway

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Working with the Section 752 Partnership Liability Allocation Rules (Slides), Jennifer H. Alexander and Andrea M. Whiteway

2013

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2013 Schedule

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2013 Tax Conference Forms

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2013 Tax Conference Speakers

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Advising Estate Planning Clients After the 2012 Tax Act, Dennis I. Belcher and Charles D. Fox IV

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Compensating Owners and Key Employees of Partnerships and LLC's, Elizabeth Drigotas and Steven Schneider

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Introduction to M&A Tax: S Corporations and Section 336(e), Robert G. McElroy and William M. Richardson

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I Want Out – Tax Considerations In Exiting a Partnership, James B. Sowell

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Partnership Current Developments, Robert J. Crnkovich and Steven M. Friedman

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Recent Developments in Virginia Taxation, Craig D. Bell and William L.S Rowe

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Recent Developments & Tax Planning for High Income Taxpayers, Cameron N. Cosby and Brian J. O'Connor

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Representing Clients in Audits and Controversies in Today’s Tax Enforcement Environment, Craig D. Bell and William L.S Rowe

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Something Old, Something New: Structuring and Restructuring Deals in 2013 (and Beyond), Stephen L. Owen

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Tax Due Diligence, Warranties and Indemnification in Connection with Business Acquisitions of Private Companies: Selected Topics, Jerald David August

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Tax Reform in the 113th Congress: Insights and Analysis, Russell W. Sullivan

2012

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2012 Accreditation Information Sheets

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2012 Schedule

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2012 Tax Conference Speakers

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An Objective View of Insurance: Advanced Life Insurance Planning Case Studies (Slides), Thomas J. Pauloski

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A Primer on Us. Taxation of International Transactions (Outline), William B. Sherman

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A Primer on Us. Taxation of International Transactions (Slides), William B. Sherman

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Back from the Abyss: Real Estate Tax Planning from the Bottom Up (Slides), Steven M. Friedman

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Federal Tax Update: Structuring Deals in 2012 and Beyond (Slides), Stephen L. Owen

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Federal Tax Update: The Current Situation and the Prospects for Reform (Slides), Harry L. Gutman

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Introduction to M&A Tax: Due Diligence Traps in S Corp Acquisitions (Slides), Robert G. McElroy and William M. Richardson

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Partnership Tax Planning Without Falling into the Canal (outline), Andrea M. Whiteway

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Partnership Tax Planning Without Falling into the Canal (Slides), Andrea M. Whiteway

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Recent Tax Developments in Virginia: 2011-2012, William L.S Rowe and Craig D. Bell

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School of Risk Control Excellence: Responsibilities in Tax Practice and Malpractice Risks, Diane S. Wainwright

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Setting the Statute of Limitations in United States v. Home Concrete & Supply, LLC, 132 S. Ct. 1836 (2012), Joan I. Oppenheimer

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Statute of Limitations for Overstatements of Basis, Richard T. Rice

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When Estate Planning Gets Mugged by Reality: A Cautionary Tale of Our Times (Slides), Neil L. Rose and Edith E. Weiss

2011

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2011 Accreditation Information Sheets

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2011 Schedule

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2011 Tax Conference Speakers

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Accounting Methods, Keith Hennessy

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A Comparison of Partnership and S Corporation Exit Transactions, Mark J. Silverman and Aaron P. Nocjar

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Compensating Employees and Employee Owners, and Avoiding Problems with Payroll Tax and Executive Compensation Audits, Mary B. Hevener

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Going Big: Update on States Seeking to Expand Tax Jurisdiction, Tax Base and Enforcement, Jeffrey A. Friedman and Richard Pomp

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Planning for the Next Generation: Installment Sale to an Intentionally Defective Grantor Trust, John B. O'Grady

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Real Estate Partnership And LLC Divorces, Cameron N. Cosby and Brian J. O'Connor

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Recent Developments In Federal Income Taxation, Ira B. Shepard

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Recent Developments In Virginia Taxation, Craig D. Bell and William L.S. Rowe

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Representing Clients in Audits and Controversies in Today's Tax Enforcement Environment, Craig D. Bell and Gerald A. Kafka

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The 2010 Tax Act's Impact on Estate Planning

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The Road Ahead: Deficit Reduction and Tax Reform, Caroline L. Harris

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Uncertain Tax Positions, Nikki Swaney

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Wage Taxes and Compensating S Corporation Officers and Members of LLCs and LLPs, John W. Lee
2011 William & Mary Annual Tax Conference

2010

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2010 Accreditation Information Sheets

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2010 Schedule

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2010 William & Mary Tax Conference Speakers

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A Primer on Protecting Tax Losses from a Section 382 Ownership Change, Mark C. Van Deusen

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Conservation Easement Appraisal Rules and Questions, Stephen J. Small

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Conservation Easements, Appraisals Thereof, and Form 8283 - The Good, The Bad, and the Ugly, Stephen J. Small

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Converting to a Roth IRA - 2010 and Beyond (Slides), Mitchell A. Drossman

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Estate Planning for the Closely Held Business, Dennis I. Belcher and William I. Sanderson

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Excerpt from Kaufman Brief

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Form 8283 and Instructions

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Recent Developments in Federal Income Taxation, Ira B. Shepard

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Recent Developments in Virginia Taxation, Craig D. Bell and William L.S. Rowe

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Roth IRA Conversions II: Beyond the Basics (Slides), Mitchell A. Drossman

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Roth IRAs Planning for 2010...And Beyond, Mitchell A. Drossman and Lester B. Law

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Some Points Re Perpetuity - Code and Regulations

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Tax Notes Article, Stephen J. Small

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Tax Planning in this Uncertain Environment, Eric Solomon

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Tax Strategies and Key Tax Issues in Selling a Business, Part 1, L. Michael Gracik Jr.

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Tax Strategies and Key Tax Issues in Selling a Business, Part 2, Robert G. McElroy

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Teaching Old Dogs New Tricks - Emerging Tax Issues for Distressed Real Estate Assets and Partnerships, Michael G. Frankel and David A. Miller

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Teaching Old Dogs New Tricks - Emerging Tax Issues for Distressed Real Estate Assets and Partnerships (Slides), Michael G. Frankel and David A. Miller

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Ten Tax Strategies for Compensating Your Key Employees, Catherine M. Marriott

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Using - And Not Losing - Tax Losses, Part 1: Protecting Tax Losses from a Section 382 Ownership Change (Slides), Mark C. Van Deusen

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Using - And Not Losing - Tax Losses, Part 2 (Slides), Steven M. Friedman

2009

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2009 Accreditation Information Sheets

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2009 Schedule

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2009 William & Mary Tax Conference Speakers

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Beyond First Blushes and Gut Reactions: Planning for the Coming Tax Increases (Slides), Mitchell A. Drossman

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Debt Workouts for Partnerships and S Corporations (Slides), Peter J. Genz

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Estate Planning for 2010 and Beyond, Ronald D. Aucutt

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Making Chicken Salad - Monetizing Tax Losses (Slides), Steven M. Friedman and Glenn M. Johnson

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Recent Developments in Federal Income Taxation, Ira B. Shepard

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Recent Developments in Virginia Taxation: The Present and the Future?, Craig D. Bell and William L.S Rowe

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Tax Issues in Real Estate Workouts, Peter J. Genz

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The Changing Landscape of Tax Administration: Hot Topics of IRS Audits of Partnerships and S Corporations (Slides), Robert D. Schachat and Deborah M. Nolan

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The Office of Professional Responsibility - Mission and Structure (Slides)