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.
2007 Tax Conference
Opportunities and Pitfalls Under Sections 351 and 721, Craig L. Rascoe and William M. Richardson
(2007 William & Mary Annual Tax Conference)Opportunities and Pitfalls under Sections 351 and 721 (Slides), Craig L. Rascoe and William M. Richardson
(2007 William & Mary Annual Tax Conference)Planning with Grantor Trusts, A. Christopher Sega and Mary Ann Mancini
Primer on Energy Tax Credits, Laura Ellen Jones
Recent Developments in Federal Income Taxation, Ira B. Shepard
Recent Tax Developments in Virginia: 2006-2007, Craig D. Bell and William L.S. Rowe
Selected Energy Tax Credit Provisions in the Internal Revenue Code
Tax Planning for the Philanthropically Minded Business Owner, C. Wells Hall III
2006 Tax Conference
2006 Accreditation Information Sheets
2006 William & Mary Tax Conference Speakers
Business Combinations: Mergers and Sales and Purchases of Ownership Interests and Entity Assets, Thomas P. Rohman and Stephen L. Owen
Business Combinations: Mergers and Sales and Purchases of Ownership Interests and Entity Assets (Related Articles), Stephen L. Owen
Comparison of S Corporations and LLCs, Stefan F. Tucker
Estate Planning for Entrepeneurs, Mary Ann Mancini and Stefan F. Tucker
Executive Compensation Techniques for Closely-Held Businesses, Jeffrey R. Capwell
Federal Income Tax Examinations of Pass-Through Entities, Gerald A. Kafka and Kari M. Larson
Hot Topics in Virginia Taxation: The Present and the Future?, Craig D. Bell and William L.S. Rowe
Liquidating According to Capital Accounts: Gone With the Wind?, Brian J. O'Connor and Steven R. Schneider
Overview of OPR and Circular 230 Cases, Cono R. Namorato
Partnership Tax Allocation Provisions, Brian J. O'Connor
Property and Liability Transfers to Partnerships: Built-In Gain or Loss, Boot, and Disguised Sales, Andrea M. Whiteway
Recent Developments in Federal Income Taxation, Ira B. Shepard
Redemptions of Partnership Interests and Divisions of Partnerships, Andrea M. Whiteway
S Corporations Redemptions and Divisions, Farhad Aghdami
State Income Tax Examinations of S Corporations, Partnerships, and Their Owners, D. French Slaughter III
Tax Considerations of Transfers to and Distributions from the C or S Corporation, C. Wells Hall III
2005 Tax Conference
2005 William and Mary Tax Conference Speakers
Capturing Capital Gain While Staying in the Deal (Slides), Thomas P. Rohman and Richard M. Lipton
Disposing of Overleveraged Real Estate: Thinking Outside the Box, Blake D. Rubin
Disposing of Overleveraged Real Estate: Thinking Outside the Box, Blake D. Rubin and Andrea Macintosh Whiteway
Estate Planning for Real Estate, Mary Ann Mancini and Stefan F. Tucker
Estate Planning for the Successful Real Estate Entrepreneur, Louis A. Mezzullo and Mary Ann Mancini
Give Me (And Let Me Sell) Credits: The Basics of Historic Rehab and Land Preservation Credits
Hot Topics in Virginia Taxation: The Present and the Future?, Craig D. Bell and William L.S. Rowe
Income Tax Issues for Lessors and Lessees, Susan T. Edlavitch and Robert D. Schachat
Income Tax Issues for Lessors and Lessees (Slides), Susan T. Edlavitch and Robert D. Schachat
Involuntary Conversions I.R.C. Section 1033, R Braxton Hill III
Like-Kind Exchange Outline, Richard M. Lipton and Thomas P. Rohman
Like-Kind Exchanges and Involuntary Conversions (Related Articles)
Like-Kind Exchanges and Involuntary Conversions (Related Articles)
Planning to Pay Estate Taxes, Louis A. Mezzullo
Preserving Capital Gains in Real Estate Transactions, Stanley L. Blend and Richard M. Lipton
Real Estate- Preserving Capital Gains, Dealer Issues, Stefan F. Tucker and Brian S. Masterson
Recent Developments Affecting Real Estate and Pass Through Entities, Stefan F. Tucker and Richard M. Lipton
Recent Developments in Federal Income Taxation, Ira B. Shepard
Tax Planning for the Real Estate Owner (Including Choice of Entity Considerations and Income Tax Issues in Acquiring Developing and Owning Real Estate), Stefan F. Tucker and Brian S. Masterson
Tax Planning for Troubled Real Estate - Focus on the Solvent Taxpayer, Susan T. Edlavitch
2004 Tax Conference
2004 Accreditation Information Sheets
2004 William & Mary Tax Conference Speakers
Business, Benefits and Tax Issues Involved in the Formation and Structure of the Closely Held Business Selection of Entity Considerations, C. Wells Hall III
Business & Finance Issues with Traditional Finance and Capitalization
Capital Market Exits: Planning for Restricted and Control Securities, George F. Albright
Executive Compensation Planning for Privately-Held Businesses, Jeffrey R. Capwell
Exit Strategies and Techniques for the Business Owner, Stephen L. Owen
Family Limited Partnership Update, Farhad Aghdami
Lawyer Marketing: An Ethics Guide, Thomas E. Spahn
Non-Traditional Sources of Capital for the Maturing Business
Recent Developments in Federal Income Taxation, Ira B. Shepard
Recent Tax Developments in Virginia: 2003-2004, William L.S. Rowe and Mark C. Van Deusen
Strategic Philanthropy: Developing a Family Philanthropic Legacy, Samuel Davis III
Tax Advisor-Client Privileges and Circular 230 Revisions, B. John Williams and Stephan F. Tucker
What's Hot in Virginia Taxation?, Craig D. Bell
2003 Tax Conference
2003 Accreditation Information Sheets
2003 William & Mary Tax Conference Speakers
Abandoned and Unclaimed Property: The New Virginia Statute, Robert G. McElroy
Analyzing the Noncompensatory Partnership Option Proposed Regulations, Dennis A. Diersen
Estate Planning Topics, W. Birch Douglass III, Dee Ann Remo, and Michael L. Layman
Income, Gift and Estate Tax Smart Ways to Save for College: Section 529 Plans, ESAs & More, James W.C. Canup and Diana F. Cantor
International Valuation Guidance Note No. 6
Practical Issues When Appraising Privately Held Business, Robert F. Mizell and Craig G. Bell
Recent Developments Affecting Real Estate and Pass-Through Entities, Stefan F. Tucker and Jeffrey S. Clark
Recent Developments in Federal Income Taxation, Ira B. Shepard and Mary Ann Cohen
Recent Tax Developments in Virginia: 2002-2003, William L.S. Rowe
Selected Buyer and Seller Issues When Contemplating M&A Transactions in an Uncertain Economy, Thomas R. Frantz
The Impact of the 2003 Tax Act on Privately Held Business, Samuel P. Starr
The Like Kind Exchange: A Current Review, Stefan F. Tucker
Use of Limited Liability Entities in Tax Strategies and Techniques for Business Acquisitions and Dispositions, Thomas P. Rohman
Using Charitable Contribution Planning Opportunities with Family Business Succession Planning, J. William Gray Jr.
2002 Tax Conference
2002 Accreditation Information Sheets
2002 William and Mary Tax Conference Speakers
Buy-Sell Agreements and Nontax Issues in Planning for Business Succession, Farhad Aghdami
Choosing a Business Entity for the 21st Century, Samuel P. Starr, Thomas P. Rohman, and L. Michael Gracik Jr.
Employee Benefits Issues in Purchase and Sale of Privately Held Business, Andrea L. O'Brien
Exit Strategies for Owners of Privately Held Businesses, R. Marshall Merriman Jr., Arthur E. Cirulnick, and Paul H. Wilner
Final Minimum Distribution Rules, Louis A. Mezzullo
Recent Developments in Federal Income Taxation, Ira B. Shepard
Selected Partnership Tax Issues, Paul H. Wilner
Strategic Planning for the Closely Held Business -- Where to Go Beyond Bank Debt and Internal Growth, Arthur E. Cirulnick
Uses of Life Insurance for the Closely-Held Business, Mary Anne Mancini
2001 Tax Conference
2001 Accreditation Information Sheets
2001 William & Mary Tax Conference Speakers