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.
2013 Tax Conference
Partnership Current Developments, Robert J. Crnkovich and Steven M. Friedman
Recent Developments in Virginia Taxation, Craig D. Bell and William L.S Rowe
Recent Developments & Tax Planning for High Income Taxpayers, Cameron N. Cosby and Brian J. O'Connor
Representing Clients in Audits and Controversies in Today’s Tax Enforcement Environment, Craig D. Bell and William L.S Rowe
Something Old, Something New: Structuring and Restructuring Deals in 2013 (and Beyond), Stephen L. Owen
Tax Due Diligence, Warranties and Indemnification in Connection with Business Acquisitions of Private Companies: Selected Topics, Jerald David August
Tax Reform in the 113th Congress: Insights and Analysis, Russell W. Sullivan
2012 Tax Conference
2012 Accreditation Information Sheets
An Objective View of Insurance: Advanced Life Insurance Planning Case Studies (Slides), Thomas J. Pauloski
A Primer on Us. Taxation of International Transactions (Outline), William B. Sherman
A Primer on Us. Taxation of International Transactions (Slides), William B. Sherman
Back from the Abyss: Real Estate Tax Planning from the Bottom Up (Slides), Steven M. Friedman
Federal Tax Update: Structuring Deals in 2012 and Beyond (Slides), Stephen L. Owen
Federal Tax Update: The Current Situation and the Prospects for Reform (Slides), Harry L. Gutman
Introduction to M&A Tax: Due Diligence Traps in S Corp Acquisitions (Slides), Robert G. McElroy and William M. Richardson
Partnership Tax Planning Without Falling into the Canal (outline), Andrea M. Whiteway
Partnership Tax Planning Without Falling into the Canal (Slides), Andrea M. Whiteway
Recent Tax Developments in Virginia: 2011-2012, William L.S Rowe and Craig D. Bell
School of Risk Control Excellence: Responsibilities in Tax Practice and Malpractice Risks, Diane S. Wainwright
Setting the Statute of Limitations in United States v. Home Concrete & Supply, LLC, 132 S. Ct. 1836 (2012), Joan I. Oppenheimer
Statute of Limitations for Overstatements of Basis, Richard T. Rice
When Estate Planning Gets Mugged by Reality: A Cautionary Tale of Our Times (Slides), Neil L. Rose and Edith E. Weiss
2011 Tax Conference
2011 Accreditation Information Sheets
Accounting Methods, Keith Hennessy
A Comparison of Partnership and S Corporation Exit Transactions, Mark J. Silverman and Aaron P. Nocjar
Compensating Employees and Employee Owners, and Avoiding Problems with Payroll Tax and Executive Compensation Audits, Mary B. Hevener
Going Big: Update on States Seeking to Expand Tax Jurisdiction, Tax Base and Enforcement, Jeffrey A. Friedman and Richard Pomp
Planning for the Next Generation: Installment Sale to an Intentionally Defective Grantor Trust, John B. O'Grady
Real Estate Partnership And LLC Divorces, Cameron N. Cosby and Brian J. O'Connor
Recent Developments In Federal Income Taxation, Ira B. Shepard
Recent Developments In Virginia Taxation, Craig D. Bell and William L.S. Rowe
Representing Clients in Audits and Controversies in Today's Tax Enforcement Environment, Craig D. Bell and Gerald A. Kafka
The 2010 Tax Act's Impact on Estate Planning
The Road Ahead: Deficit Reduction and Tax Reform, Caroline L. Harris
Uncertain Tax Positions, Nikki Swaney
Wage Taxes and Compensating S Corporation Officers and Members of LLCs and LLPs, John W. Lee
(2011 William & Mary Annual Tax Conference)2010 Tax Conference
2010 Accreditation Information Sheets
2010 William & Mary Tax Conference Speakers
A Primer on Protecting Tax Losses from a Section 382 Ownership Change, Mark C. Van Deusen
Conservation Easement Appraisal Rules and Questions, Stephen J. Small
Conservation Easements, Appraisals Thereof, and Form 8283 - The Good, The Bad, and the Ugly, Stephen J. Small
Converting to a Roth IRA - 2010 and Beyond (Slides), Mitchell A. Drossman
Estate Planning for the Closely Held Business, Dennis I. Belcher and William I. Sanderson
Recent Developments in Federal Income Taxation, Ira B. Shepard
Recent Developments in Virginia Taxation, Craig D. Bell and William L.S. Rowe
Roth IRA Conversions II: Beyond the Basics (Slides), Mitchell A. Drossman
Roth IRAs Planning for 2010...And Beyond, Mitchell A. Drossman and Lester B. Law
Some Points Re Perpetuity - Code and Regulations
Tax Notes Article, Stephen J. Small
Tax Planning in this Uncertain Environment, Eric Solomon
Tax Strategies and Key Tax Issues in Selling a Business, Part 1, L. Michael Gracik Jr.
Tax Strategies and Key Tax Issues in Selling a Business, Part 2, Robert G. McElroy
Teaching Old Dogs New Tricks - Emerging Tax Issues for Distressed Real Estate Assets and Partnerships, Michael G. Frankel and David A. Miller
Teaching Old Dogs New Tricks - Emerging Tax Issues for Distressed Real Estate Assets and Partnerships (Slides), Michael G. Frankel and David A. Miller
Ten Tax Strategies for Compensating Your Key Employees, Catherine M. Marriott
Using - And Not Losing - Tax Losses, Part 1: Protecting Tax Losses from a Section 382 Ownership Change (Slides), Mark C. Van Deusen
Using - And Not Losing - Tax Losses, Part 2 (Slides), Steven M. Friedman
2009 Tax Conference
2009 Accreditation Information Sheets
2009 William & Mary Tax Conference Speakers
Beyond First Blushes and Gut Reactions: Planning for the Coming Tax Increases (Slides), Mitchell A. Drossman
Debt Workouts for Partnerships and S Corporations (Slides), Peter J. Genz
Estate Planning for 2010 and Beyond, Ronald D. Aucutt
Making Chicken Salad - Monetizing Tax Losses (Slides), Steven M. Friedman and Glenn M. Johnson
Recent Developments in Federal Income Taxation, Ira B. Shepard
Recent Developments in Virginia Taxation: The Present and the Future?, Craig D. Bell and William L.S Rowe
Tax Issues in Real Estate Workouts, Peter J. Genz
The Changing Landscape of Tax Administration: Hot Topics of IRS Audits of Partnerships and S Corporations (Slides), Robert D. Schachat and Deborah M. Nolan
The Office of Professional Responsibility - Mission and Structure (Slides)
The Virginia Historic Tax Credit Funds Case and The Uncertain Federal Income Tax Treatment of State Tax Credits, William F. Machen
Washington Tax Legislative Update: Weathering the Gathering Storm, Jonathan Talisman
2008 Tax Conference
2008 Accreditation Information Sheets
2008 William & Mary Tax Conference Speakers
Capturing Capital Gain While Staying in the Deal, Thomas P. Rohman and Todd D. Golub
Estate Planning for Real Estate Investors, Farhad Aghdami
Hot Topics in Virginia Taxation - The Present and the Future?, Craig D. Bell and William L.S. Rowe
Like-Kind Exchanges, Robert D. Schachat
Partnership Allocations: What You Don't Know Can Hurt You, Steven M. Friedman
Personal Residences, Dale P. Burgess
Preserving Capital Gains in Real Estate Transactions, Todd D. Golub and Richard M. Lipton
Recent Developments in Federal Income Taxation, Ira B. Shepard
Revised (And Revised Again) Internal Revenue Code Section 6694 And New IRS Guidance, Brian C. Bernhardt and Craig D. Bell
Troubled Projects, Workouts and Debt Restructurings, Richard Blumenreich
Ventures with Tax-Exempt and Foreign Investors, James H. Lokey and Sara O. Loft
2007 Tax Conference
2007 Accreditation Information Sheets
2007 William & Mary Tax Conference Speakers
A Guide to the Attorney-Client Privilege and Work Product Doctrine for Tax Practitioners, Craig D. Bell, Thomas E. Spahn, and Christopher S. Rizek
Client Alert- IRS Issues Safe Harbor Guidance for Partnership Flip Structures in Wind Deals
Creative Structures for the Disposition of Real Estate: Extracting Equity on a Tax-Free Basis, Blake D. Rubin, Andrea M. Whiteway, and Jon G. Finkelstein
Creative Structures for the Disposition of Real Estate (Slides)
Navigating Uncharted Waters: The New Charitable Entity Legislation, Robert L. Thalhimer and Michele A. W. McKinnon