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.

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2019 Tax Conference

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2019 Schedule

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2019 Tax Conference Forms

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2019 Tax Conference Speakers

2018 Tax Conference

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2018 Schedule

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2018 Tax Conference Forms

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2018 Tax Conference Speakers

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Advising Partners and Partnerships Under the New Centralized Partnership Audit Rules: The Need to Amend Partnership and LLC Operating Agreements (PowerPoint), Jerald D. August

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An Overview of Partnerships (PowerPoint), Ari Berk and Drew Tidwell

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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

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At a Loss: Excess Business Loss and NOL Provisions of the TCJA (PowerPoint), Brian J. O'Connor and Stephen M. Sharkey

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Choice of Entity After Tax Reform – The New Normal (Outline), N. Pendleton Rogers

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Federal Tax Update (PowerPoint), Stephen L. Owen

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International Provisions of Public Law No. 115-97 (the “TCJA”) (PowerPoint), William B. Sherman

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Mergers and Acquisitions of Closely-Held Corporations (Outline), Jerald D. August

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Mergers and Acquisitions of Closely-Held Corporations (PowerPoint), Jerald D. August

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New Rules of the Road for Interest and Depreciation Deductions and Like-Kind Exchanges After Tax Reform (PowerPoint), Robert D. Schachat

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Nonqualified Employee Benefits for Privately-Held Companies – Equity and Deferred Compensation Opportunities (Outline), Taylor W. French and G. William Tysse

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Politics of Tax Reform: Outline, Evan M. Migdail

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Powers of Deduction: Tax-Saving Strategies Under the Legislation Formerly Known as the Tax Cuts and Jobs Act (PowerPoint), Thomas J. Pauloski

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Recent Developments in Virginia Taxation, Craig D. Bell

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When Are You an Investor versus a Dealer in Real Property? (PowerPoint), James B. Sowell and Stephen J. Giordano

2017 Tax Conference

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2017 Schedule

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2017 Tax Conference Forms

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2017 Tax Conference Speakers

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Corporate Tax Developments: Tax Reform and Beyond (Power Point), Lisa M. Zarlenga and Cameron Arterton

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Don't Discount Discounts: Valuation of Closely Held Businesses in a Changing Regulatory Environment, William I. Sanderson and Michael H. Barker

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Federal Tax Update (PowerPoint), Stephen L. Owen

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Impact of Tax Reform on Partnerships/Recent Changes to Rules Governing Disguised Sale and Debt Allocations (PowerPoint), Andrea M. Whiteway and Maximilian Pakaluk

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Like-Kind Exchanges and Avoiding Dealer Status (PowerPoint), Robert D. Schachat

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Partnership Character Planning Before and After the Audit, Steven R. Schneider and Brian J. O'Connor

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Politics of Tax Reform: Outline, Evan M. Migdail

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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

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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

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Recent Changes to Rules Governing Disguised Sale and Debt Allocations, Blake D. Rubin, Andrea M. Whiteway, and Maximilian Pakaluk

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

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Resolving Identity Theft Issues, Diana Leyden, Keith Fogg, and Craig D. Bell

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Resolving Identity Theft Issues (PowerPoint), Diana Leyden, Keith Fogg, and Craig D. Bell

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Tax Reform: Technical Summary Outline, Evan M. Migdail

2016 Tax Conference

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2016 Schedule

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2016 Tax Conference Forms

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2016 Tax Conference Speakers

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

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Background and Framework of Compensatory LLC Interests (PowerPoint), Brian J. O'Connor

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Choice of Business Entity, C. Wells Hall III

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Federal Tax Update (PowerPoint), Stephen L. Owen

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Let My Trustees Go! Planning to Minimize or Eliminate Virginia and Other State 12 Income Taxes on Trusts (Outline), Richard W. Nenno

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Let My Trustees Go! Planning to Minimize or Eliminate Virginia and Other State Income Taxes on Trusts (PowerPoint), Richard W. Nenno

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Let's Look at the Big Picture: Partnership Compensation Issues from the Partnership and Benefits Perspective, Elizabeth E. Drigotas

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Purchase and Sale ofLLC and S Corp Targets (PowerPoint), Robert G. McElroy and William M. Richardson

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Real Estate Methods and Credits: A Summary of Recent Developments and Strategies (PowerPoint), Brandon C. Carlton

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Recent Tax Developments in Virginia: 2015-2016, Craig D. Bell, William L.S Rowe, and Emily J. Winbigler

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Structuring (and Drafting) Joint Venture Agreements (PowerPoint), Steven R. Schneider and Brian J. O'Connor

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Tax Credits Basics & Update--Historic Tax Credits and New Markets Tax Credits (PowerPoint), Stephen M. Sharkey

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Tax Reform in the Next Administration (Outline), Evan M. Migdail

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Tax Status: Employee vs Independent Contractor and Employee vs Partner, Kurt L.P. Lawson

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Understanding Section 704(C) (PowerPoint), Brian J. O'Connor

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Understanding Targeted Allocations (PowerPoint), Brian J. O'Connor

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Understanding Targeted Allocations (PowerPoint), Brian J. O'Connor

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What To Do Today with the New Partnership (and LLC) Audit Rules, Craig D. Bell and Steven R. Schneider

2015 Tax Conference

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2015 Schedule

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2015 Tax Conference Forms

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2015 Tax Conference Speakers

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

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

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

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

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Employee Benefits in Acquisitions, Paul M. Hamburger

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Federal Tax Update, Stephen L. Owen

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

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

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

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

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

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Special Family and Lifestyle Tax Issues, Helena S. Mock

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

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

2014 Tax Conference

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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 Tax Conference

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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 E. Drigotas and Steven R. 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