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.


2015

PDF

2015 Schedule

PDF

2015 Tax Conference Forms

PDF

2015 Tax Conference Speakers

PDF

21st Century State Taxation of the Closely Held Business, D. French Slaughter III and Duane Dobson

PDF

Aligning the Stars -- Estate Planning for Entrepreneurs in Interesting Times, Stefan F. Tucker, Mary Ann Mancini, and Tammara Langlieb

PDF

Corporate Tax Update, Andrew F. Gordon and Lisa M. Zarlenga

PDF

Dealing with Installment Sales 35 Years After the Installment Sales Revision Act of 1980, Robert D. Schachat

PDF

Employee Benefits in Acquisitions, Paul M. Hamburger

PDF

Federal Tax Update, Stephen L. Owen

PDF

Getting Up to Speed on Partnership Basis Adjustments, James B. Sowell

PDF

International Tax Considerations: Inbound & Outbound, Seth Green and Monica Zubler

PDF

International Tax Considerations: Inbound & Outbound (slides), Seth Green

PDF

Let's Make a Deal! Business Succession Planning, John M. Olivieri and Stefan F. Tucker

PDF

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

PDF

Special Family and Lifestyle Tax Issues, Helena S. Mock

PDF

The Administration's Tax Reform Targets -- Selected Issues, Stephen L. Owen and Lisa M. Zarlenga

PDF

Traps All Tax Practitioners Should Know and Avoid, Christopher S. Rizek, Craig D. Bell, and Karen Hawkins

2014

PDF

2014 Schedule

PDF

2014 Tax Conference Forms

PDF

2014 Tax Conference Speakers

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

Net Investment Income Tax Planning, Jeanne M. Sullivan

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

2013

PDF

2013 Schedule

PDF

2013 Tax Conference Forms

PDF

2013 Tax Conference Speakers

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

2012

PDF

2012 Accreditation Information Sheets

PDF

2012 Schedule

PDF

2012 Tax Conference Speakers

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

2011

PDF

2011 Accreditation Information Sheets

PDF

2011 Schedule

PDF

2011 Tax Conference Speakers

PDF

Accounting Methods, Keith Hennessy

PDF

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

PDF

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

PDF

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

PDF

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

PDF

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

PDF

Recent Developments In Federal Income Taxation, Ira B. Shepard

PDF

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

PDF

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

PDF

The 2010 Tax Act's Impact on Estate Planning

PDF

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

PDF

Uncertain Tax Positions, Nikki Swaney

PDF

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

2010

PDF

2010 Accreditation Information Sheets

PDF

2010 Schedule

PDF

2010 William & Mary Tax Conference Speakers

PDF

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

PDF

Conservation Easement Appraisal Rules and Questions, Stephen J. Small

PDF

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

PDF

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

PDF

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

PDF

Excerpt from Kaufman Brief

PDF

Form 8283 and Instructions

PDF

Recent Developments in Federal Income Taxation, Ira B. Shepard

PDF

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

PDF

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

PDF

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

PDF

Some Points Re Perpetuity - Code and Regulations

PDF

Tax Notes Article, Stephen J. Small

PDF

Tax Planning in this Uncertain Environment, Eric Solomon

PDF

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

PDF

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