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.
2019 Tax Conference
2018 Tax Conference
Advising Partners and Partnerships Under the New Centralized Partnership Audit Rules: The Need to Amend Partnership and LLC Operating Agreements (PowerPoint), Jerald D. August
An Overview of Partnerships (PowerPoint), Ari Berk and Drew Tidwell
Applying the New 20% Passthroughs Deduction under Section 199A in the Real World (PowerPoint), James B. Sowell, Stephen J. Giordano, and Mark C. Van Deusen
At a Loss: Excess Business Loss and NOL Provisions of the TCJA (PowerPoint), Brian J. O'Connor and Stephen M. Sharkey
Choice of Entity After Tax Reform – The New Normal (Outline), N. Pendleton Rogers
Federal Tax Update (PowerPoint), Stephen L. Owen
International Provisions of Public Law No. 115-97 (the “TCJA”) (PowerPoint), William B. Sherman
Mergers and Acquisitions of Closely-Held Corporations (Outline), Jerald D. August
Mergers and Acquisitions of Closely-Held Corporations (PowerPoint), Jerald D. August
New Rules of the Road for Interest and Depreciation Deductions and Like-Kind Exchanges After Tax Reform (PowerPoint), Robert D. Schachat
Nonqualified Employee Benefits for Privately-Held Companies – Equity and Deferred Compensation Opportunities (Outline), Taylor W. French and G. William Tysse
Politics of Tax Reform: Outline, Evan M. Migdail
Powers of Deduction: Tax-Saving Strategies Under the Legislation Formerly Known as the Tax Cuts and Jobs Act (PowerPoint), Thomas J. Pauloski
Recent Developments in Virginia Taxation, Craig D. Bell
When Are You an Investor versus a Dealer in Real Property? (PowerPoint), James B. Sowell and Stephen J. Giordano
2017 Tax Conference
Corporate Tax Developments: Tax Reform and Beyond (Power Point), Lisa M. Zarlenga and Cameron Arterton
Don't Discount Discounts: Valuation of Closely Held Businesses in a Changing Regulatory Environment, William I. Sanderson and Michael H. Barker
Federal Tax Update (PowerPoint), Stephen L. Owen
Impact of Tax Reform on Partnerships/Recent Changes to Rules Governing Disguised Sale and Debt Allocations (PowerPoint), Andrea M. Whiteway and Maximilian Pakaluk
Like-Kind Exchanges and Avoiding Dealer Status (PowerPoint), Robert D. Schachat
Partnership Character Planning Before and After the Audit, Steven R. Schneider and Brian J. O'Connor
Politics of Tax Reform: Outline, Evan M. Migdail
Qualified and Nonqualified Deferred Compensation Plans in Small Businesses: Creative Uses and Problem Solving, Richard C. Mapp III, John M. Peterson, and Robert Q. Johnson
Qualified and Nonqualified Deferred Compensation Plans in Small Businesses: Creative Uses and Problem Solving (PowerPoint), Richard C. Mapp III, John M. Peterson, and Robert Q. Johnson
Recent Changes to Rules Governing Disguised Sale and Debt Allocations, Blake D. Rubin, Andrea M. Whiteway, and Maximilian Pakaluk
Recent Developments in Virginia Taxation, Craig D. Bell and William L.S Rowe
Resolving Identity Theft Issues, Diana Leyden, Keith Fogg, and Craig D. Bell
Resolving Identity Theft Issues (PowerPoint), Diana Leyden, Keith Fogg, and Craig D. Bell
Tax Reform: Technical Summary Outline, Evan M. Migdail
2016 Tax Conference
Aligning the Stars- Estate Planning for Entrepreneurs in Interesting Times, Stefan F. Tucker and Tammara Langlieb
Background and Framework of Compensatory LLC Interests (PowerPoint), Brian J. O'Connor
Choice of Business Entity, C. Wells Hall III
Federal Tax Update (PowerPoint), Stephen L. Owen
Let My Trustees Go! Planning to Minimize or Eliminate Virginia and Other State 12 Income Taxes on Trusts (Outline), Richard W. Nenno
Let My Trustees Go! Planning to Minimize or Eliminate Virginia and Other State Income Taxes on Trusts (PowerPoint), Richard W. Nenno
Let's Look at the Big Picture: Partnership Compensation Issues from the Partnership and Benefits Perspective, Elizabeth E. Drigotas
Purchase and Sale ofLLC and S Corp Targets (PowerPoint), Robert G. McElroy and William M. Richardson
Real Estate Methods and Credits: A Summary of Recent Developments and Strategies (PowerPoint), Brandon C. Carlton
Recent Tax Developments in Virginia: 2015-2016, Craig D. Bell, William L.S Rowe, and Emily J. Winbigler
Structuring (and Drafting) Joint Venture Agreements (PowerPoint), Steven R. Schneider and Brian J. O'Connor
Tax Credits Basics & Update--Historic Tax Credits and New Markets Tax Credits (PowerPoint), Stephen M. Sharkey
Tax Reform in the Next Administration (Outline), Evan M. Migdail
Tax Status: Employee vs Independent Contractor and Employee vs Partner, Kurt L.P. Lawson
Understanding Section 704(C) (PowerPoint), Brian J. O'Connor
Understanding Targeted Allocations (PowerPoint), Brian J. O'Connor
Understanding Targeted Allocations (PowerPoint), Brian J. O'Connor
What To Do Today with the New Partnership (and LLC) Audit Rules, Craig D. Bell and Steven R. Schneider
2015 Tax Conference
21st Century State Taxation of the Closely Held Business, D. French Slaughter III and Duane Dobson
Aligning the Stars -- Estate Planning for Entrepreneurs in Interesting Times, Stefan F. Tucker, Mary Ann Mancini, and Tammara Langlieb
Corporate Tax Update, Andrew F. Gordon and Lisa M. Zarlenga
Dealing with Installment Sales 35 Years After the Installment Sales Revision Act of 1980, Robert D. Schachat
Employee Benefits in Acquisitions, Paul M. Hamburger
Federal Tax Update, Stephen L. Owen
Getting Up to Speed on Partnership Basis Adjustments, James B. Sowell
International Tax Considerations: Inbound & Outbound, Seth Green and Monica Zubler
International Tax Considerations: Inbound & Outbound (slides), Seth Green
Let's Make a Deal! Business Succession Planning, John M. Olivieri and Stefan F. Tucker
Recent Developments in Virginia Taxation, Craig D. Bell and William L.S Rowe
Special Family and Lifestyle Tax Issues, Helena S. Mock
The Administration's Tax Reform Targets -- Selected Issues, Stephen L. Owen and Lisa M. Zarlenga
Traps All Tax Practitioners Should Know and Avoid, Christopher S. Rizek, Craig D. Bell, and Karen Hawkins
2014 Tax Conference
Advising Venture & Early-Stage Client: Issues Confronting Early-Stage Companies, Carroll D. Hurst
Advising Venture & Early-Stage Clients: Current Ear-to-the-Ground Assessment, Gary D. LeClair
Contingent Consideration, Contingent Liabilities and Indemnities in Acquisitions (Outline), Robert H. Wellen
Contingent Purchase Price, Contingent Liabilities and Indemnities in Taxable Acquisitions (Slides), William M. Richardson and Robert H. Wellen
Negotiating Tax Provisions in Partnership and LLC Agreements, Robert G. Gottlieb and Brian J. O'Connor
Net Investment Income Tax Planning, Jeanne M. Sullivan
Overview of Civil Tax Penalties, Craig D. Bell and Christopher S. Rizek
Recent Tax Developments in Virginia: 2013-2014, Craig D. Bell and William L.S Rowe
Reclassification Risks for Compensation Paid by S and C Corporations to Shareholder-Employees, Stephen R. Looney
Structuring and Restructuring Deals in 2014 (and Beyond), Stephen L. Owen
Tax Accounting Methods Considerations in Restructuring Transactions, Glenn Carrington and Kristine Mora
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
Working with the Section 752 Partnership Liability Allocation Rules (Outline), Jennifer H. Alexander and Andrea M. Whiteway
Working with the Section 752 Partnership Liability Allocation Rules (Slides), Jennifer H. Alexander and Andrea M. Whiteway
2013 Tax Conference
Advising Estate Planning Clients After the 2012 Tax Act, Dennis I. Belcher and Charles D. Fox IV
Compensating Owners and Key Employees of Partnerships and LLC's, Elizabeth E. Drigotas and Steven R. Schneider
Introduction to M&A Tax: S Corporations and Section 336(e), Robert G. McElroy and William M. Richardson
I Want Out – Tax Considerations In Exiting a Partnership, James B. Sowell