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.
1996 Tax Conference
Planning for Distibutions from Qualified Retirement Plans, Louis A. Mezzullo
Planning for the Purchase or Sale of a Corporate Business Federal Tax Aspects, Peter L. Faber
Recent Developments Affecting Worker Classification Disputes with the Internal Revenue Service, L. Paige Marvel
Recent Federal Income Tax Developments, Ira B. Shepard
Selected Tax Issues for Pass-Through Entities, Charles H. Egerton and Samuel P. Starr
Tax Issues in Divorce, Marjorie A. O'Connell
1995 Tax Conference
1995 Accreditation Information Sheets
1995 William & Mary Tax Conference Speakers
Allocation of Nonrecourse Liabilities: IRS Takes Two Steps Forward, One Back, J. D. Dell, Michael G. Frankel, Leslie H. Loffman, Sanford C. Presant, and Blake D. Rubin
Case Studies: Operating Business and Venture Business, James J. Wheaton
Case Studies: Scenarios Nos. 1, 2 & 3, Thomas R. Frantz
Case Studies: Small Professional Services Organization and Large Professional Services Organization, L. Michael Gracik Jr.
Choice of Entity - Flexibility, Exit Strategy, Thomas R. Frantz
Choice of Entity - General Considerations, L. Michael Gracik Jr.
Choice of Entity - Tax Issues, Lisa M. Landry
Creative Financing, Stefan F. Tucker
Creative Uses of Split Dollar Life Insurance, John H. Milne
Determining the Assets Necessary to Retire Including Gift and Estate Planning Applications, Bruce J. Temkin
Ethical Issues in Tax Practice, Robert I. Brauer and James P. Holden
Focus on Capitalization v. Deductibility - Environmental Remediation, Stefan F. Tucker
Hypotheticals: Numbers 1 & 2, Lisa M. Landry
Integrating Qualified Plan Distributions Into the Overall Financial and Estate Plan, Bruce J. Temkin
Jurisdiction and Nexus, John B. Harper
Limited Liability Partnerships, James J. Wheaton
Meeting with IRS Regarding Partnership Issues in Developing Section 1017 Regulations, Blake D. Rubin
Office of Director of Practice, Robert I. Brauer
Partnership Workouts: Problems and Solutions Under Final Section 704(b) and 752 Regulations, Michael G. Frankel and Charles H. Coffin
Planning for Distributions from Qualified Retirement Plans and IRAs, Louis A. Mezzullo
Planning for the Taxable Disposition of Overleveraged Property, Blake D. Rubin
Planning Opportunities Remain Under the Final Partnership Allocation Rules for Contributed Property, Michael G. Frankel, Leslie H. Loffman, and Sanford C. Presant
Principal Differences in Application of Classification Rules to Limited Liability Companies Compared to Limited Partnerships, Blake D. Rubin
Recent Federal Income Tax Developments, Ira B. Shepard
Tax Considerations in the Formation and Operation of Limited Liability Companies, Blake D. Rubin and Howard T. Widra
Tax Considerations in the Formation and Operation of Limited Liability Companies, Blake D. Rubin and Howard T. Widra
The Like Kind Exchange: Everything You Need to Know, Whether or Not You Wanted to Ask, Stefan F. Tucker
The Tax Treatment of Environmental Cleanup Costs, Blake D. Rubin, Seth Green, and Katherine P. Rosefsky
The Virginia Limited Liability Company, James J. Wheaton
The Year in Review: A Discussion of Significant Regulations, Rulings and Cases, Stefan F. Tucker
1994 Tax Conference
1994 Accreditation Information Sheets
Choice of Entity: S Corporations and Limited Liability Companies, Samuel P. Starr
C to S to C Conversions, Bryan P. Collins
Estate Planning Developments and Techniques, W. Birch Douglass III and John A. Wallace
Federal Income Tax Considerations of Acquisitions Involving S Corporations, Mary L. Harmon
Federal Taxation on Disposition of Partnership Interests, Richard A. Shaw
Final Consolidated Return Regulations Modifying the Calculation of Stock Basis and Other Items, Kevin A. Duvall
Planning for the Termination of an Interest in a Partnership - Withdrawals, Distributions and Other Exit Strategies, Michael G. Frankel
Planning with S Corporations, Richard A. Shaw
Professional Responsibility: Beyond Pure Ethics and Circular 230 (Outline), Leslie S. Shapiro
Proposed Intercompany Transaction Regulations: Side-by-Side Comparisons, Andrew J. Dubroff
Purchase and Sale of Interests; Asset and Stock Acquisitions; Redemptions; and Terminations in Pass-Through Entities, Richard A. Shaw, Michael G. Frankel, and Mary L. Harmon
Qualified Retirement Plans: What Practitioners Need to Know, Michael L. Layman and Susan K. Stoneman
Recent Federal Income Tax Developments, Ira B. Shepard
Section 338(h)(10), Mark L. Yecies
Selected Issues in Operating an S Corporation, Thomas P. Rohman
State and Local Taxes in Virginia - 1994, D. French Slaughter III
1993 Tax Conference
1993 Accreditation Information Sheets
A Practical Guide to Advising Clients Entering into Foreign Joint Ventures in the Face of Changing Tax Laws, Frank R. Ortolani
Changing Places: Tax Treatment of Changes in Choice of Entity, Richard M. Lipton
Choice of Entity, Peter L. Faber
Ethical Issues in Tax Practice, James P. Holden and Michael C. Durst
Formation and Operation of the Limited Liability Company: Substantive Tax Issues, Allan G. Donn
Hot Topics and Practical Tips in Estate Planning, Edward Jay Beckwith
How to Try a Tax Court Case, James S. Halpren and Charles W. Hall
Qualified Employee Benefit Plans - Legislation, Regulation and Compliance, Thomas D. Terry
Recent Developments in the Income Taxation of Individuals, Trusts, Estates and Partnerships, Meade Emory
SFAS 109 Implications of Selected Financial Accounting and Income Tax Developments, Carl W. Duyck and David W. LaRue
Tax Issues Affecting Individuals, Arnold H. Koonin
Tax Planning for Dispositions of Real Estate, Charles H. Egerton
1992 Tax Conference
1992 Accreditation Information Sheets
Accounting for Income Taxes, David W. LaRue
Alternatives to Buy-Sell Agreements and Business Succession Planning, Myron E. Sildon
Buy-Sell Agreements for the Family Owned Business: Practical Considerations and Planning Opportunities, Morton A. Harris
Employee Benefits Up-Date: Coping with Chaos, Mark S. Dray
Examining the Arsenal - Recent Developments in Tax Practice and Procedure that Tax Practitioners Need to Know, L. Paige Marvel
Federal Standards of Tax Practice: "Preparer" Penalties and Circular 230, Gwen T. Handelman
Intangible Asset Depreciation: Newark and Section 197, Kenneth W. Gideon
Postmortem Tax Planning: It's Truly Never Too Late to Save Taxes, John B. O'Grady
Recent Developments Affecting Real Estate and Partnerships, Stefan F. Tucker
Recent Developments in State Taxation, William L.S. Rowe
Recent Developments - Taxation of Individuals, Partnerships, Estates and Trusts and Exempt Organizations, Meade Emory
Standards of Tax Practice Accuracy-Related Penalties; ABA Opinion 85-352, J. Timothy Philipps
Tax Accounting Methods and Economic Performance, Lawrence F. Portnoy
1991 Tax Conference
1991 Accreditation Information Sheets
Coping with the New IRS Exam Initiatives, Peter K. Scott
Dealing with Ethical Problems in Tax Practice, James P. Holden
Planning for Medicaid Qualification, Louis A. Mezzullo
Planning Opportunities After Chapter 14 (Section 2701 and 2702), Frederic A. Nicholson
Recent Developments in the Income Taxation of Individuals, Partnerships, Estates, & Trusts, Meade Emory
S Corporation Stock in Trusts and Estates - Preserving the S Election and Other Practical Problems, W. Birch Douglass III
Subchapter S: Operational Issues, Peter L. Faber
Tax Aspects of Discharge of Indebtedness, Robert E. Lee
Tax Consequences of Restructuring Debt on Troubled Real Estate, Stefan F. Tucker
Tax Workers Dealing with the IRS as a Creditor, Richard E. Timbie
Virginia Limited Liability Company Act, Allan G. Donn