83rd Institute on Federal Taxation - California
November 17-22, 2024, Co-Chair, Speaker and Gold Sponsor

83rd Institute on Federal Taxation - California | NYU SPS

83rd Institute on Federal Taxation - New York
October 20-25, 2024, Co-Chair, Speaker and Gold Sponsor

83rd Institute on Federal Taxation - New York | NYU SPS

The American Law Institute
October 8, 2024, 12 – 2 p.m. EST
"Can Treasury’s Partnership Regulations Survive Post Chevron?"

Los Angeles County Bar Association
September 12, 2024
"Effectively Connected Income of a Partnership Engages in a U.S. Trade or Business: The Expanding View of ECI from the Tax Court in YA Global"

American Law Institute
July 29, 2024
“Operating and Liquidating Distributions From C and S Corporations”

American Law Institute
December 12, 2023
"Partnership Interest Sales and Redemptions: Tax Traps, “Mixing Bowls,” and Challenges in Subchapter K"

82nd Institute on Federal Taxation
October 23-24, 2023
Co-Chair, "Anticipating IRS Audits, Controversies, and Litigation Under the Partnership Audit Rules"
Chair, "Closely Held Businesses"
Co-Chair, "The Application of Section 199a to Owners of Pass-Through Entities"

Estate Law Institute 2022
November 30, 2022
"Estate Planning for Partners in Partnerships: Observations and Comments from Tax Counsel."

American Law Institute
June 28, 2022
"Build Back Better Act Take Two: Prepare Your Clients for the Next Tax Proposal"

NYU School of Professional Studies
July 30, 2021
Advanced Subchapter S Webinar

79th Institute on Federal Taxation
November 20, 2020

NYU School of Professional Studies
July 24, 2020
Advanced Subchapter S

ACG New York
June 25, 2020
"What's Happening Now in the "New Normal" - Estate, Gift and Philanthropic Planning in the COVID-19 Environment?"

Cintrin Cooperman Wealth Planning and Trusts and Estates Department Conference
January 31, 2019
“Conflicts, Confidentiality and Other Ethical Considerations for Fiduciary and Beneficiary Liability for Unpaid Taxes, Penalties and Expenses of a Decedent”

64th Annual Tax Conference at William & Mary Law School
November 8, 2018
“Mergers and Acquisitions of Closely-Held Corporations”
“Participant; Panel Discussion on Partnership Audit Rules

77th Institute on Federal Taxation, New York University
New York (October, 2018) and San Diego (November, 2018)
Chair, Closely-Held Business Program
Speaker: “Acquisitions and Dispositions of Interests in Closely-Held Corporations”

Forty-Fourth Annual Notre Dame Tax and Estate Planning Institute,
South Bend, Indiana
October 11, 2018
“Conflicts, Confidentiality and Other Ethical Considerations for Fiduciary and Beneficiary Liability for Unpaid Taxes, Penalties and Expenses of a Decedent,”

Newton One Webinar on Wealth Planning and Insurance
Recorded Live at Chamberlain Hrdlicka
October 2, 2018
“Fiduciary Issues Regarding the Administration of ILITs”
William & Mary School of Law Annual Tax Conference

ALI-CLE Tax Conference on Taxation of Real Estate,
Chicago, Illinois
September 27, 2018
“Real Estate and Partnerships Under the Tax Cuts and Jobs Act,”
And “Choice of Entity Revisited in Light of the Tax Cuts and Jobs Act

Advanced Subchapter S Program, Institute on Federal Taxation, New York University
New York, NY
July 26-27, 2018
Chair of Program and Speaker “Application of the Centralized Partnership Audit Rules to S Corporations and Their Shareholders”

10th Annual Tax Controversy Forum, Institute on Federal Taxation, New York University
New York, NY
June 21, 2018
Panel Moderator: “The Future is Now: What to Watch Out for Under the New Partnership Audit Rules”’

2018 Annual Tax Institute, University of Virginia School of Law
Charlottesville, VA
March 28, 2018
“The Partnership Centralized Audit Rules”

2018 ACTEC ANNUAL MEETING
San Antonio, TX
March 12, 2018
“Impact of the Partnership Audit Rules on Estate Planners”

Palm Beach Tax Institute
February 23, 2018
“Fiduciary & Transferee Liability For Unpaid Federal Taxes Of A Decedent”

Impact of the New Tax Act Video Webcast
February 2, 2018
“Impact On: Closely Held Corporations”

NYSSCPA Manhattan Foundation for Accounting Education
Wall Street, New York
January 31, 2018
Panelist. “Impact of the New Tax Law: a Sid Kess Workshop”

ALI-CLE Special Edition National Webcast on the New Tax Law Reforms
Philadelphia, PA
January 19, 2018
Program Chair and Speaker. “”Tax Cuts and Jobs Act of 2017”

ALI-CLE National Webcast
Philadelphia, PA
December 18, 2018
“The Attorney-Client Privilege And Work Product Doctrine In Tax Controversies”

76th Annual Institute on Federal Taxation, New York University
New York (October 2017) and San Diego (2017)
Chair, Closely-Held Business Program
Speaker “”Choice Of Entity For Owners Of A Closely Held Business With Tax Legislation On The Horizon”

New Jersey Bar Association Annual Tax Conference
Princeton, NJ
November 14, 2017
“U.S. Companies Making Outbound Investments, A Primer”

Philadelphia Tax Executives Institute (TEI)
King of Prussia, PA
September 26, 2017
Presentations:
“Application of the New Partnership Audit Rules to Corporations”
“Attorney-Client Privilege and Work Product Doctrine in Tax Controversies and Litigation”

ALI-CLE National Webcast
Philadelphia, PA.
September 20, 2017
“The New Partnership Audit Rules: How Will They Impact Privately-Owned Businesses And Family Partnerships?”

Long Island Tax Executives Institute
September 18, 2017
“ASC 740-10 (FIN 48) and Uncertain Tax Positions; IRS’ Ability to Summons Tax Accrual Workpapers”

9th Annual Wealth Planning Conference, NYU Institute on Federal Taxation
July 26-28, 2017
Program Chair and Speaker
“Update on Use of Family Limited Partnerships in Estate Planning”, with Professor Emeritus NYU School of Law, Guy B. Maxfield, Esquire
“Choice of Entity in Light of Tax Reform”

ALI-CLE National Webcast
Philadelphia, PA.
July 12, 2017
“When A Tax Goes Unpaid: Understanding Fiduciary and Transferee Liability”

Portland Tax Forum
Portland, Oregon
June 30, 2017
“New Partnership Audit Rules and Their Implications”

41st Annual American Institute on Federal Taxation
Birmingham, AL
June 26, 2017
“Understanding and Planning for the New Partnership Audit Rules”

Hofstra University School of Law, 2017 Private Wealth and Taxation Institute
May 24, 2017
“Fiduciary Risk Assessment‐How to Avoid the Law of Unintended Consequences”

Baruch College, Zicklin Tax Seminar Executive Series
December 5, 2016
Co-presenter with Megan L. Brackney, Kostelanetz & Fink,
“New Audit Rules for Partnerships”

New Jersey Bar Association, Section of Taxation
Princeton, PA.
November 29, 2016
“Federal Income Taxation of Single Member Entities”

75th Annual Institute on Federal Taxation, New York University
New York (October 2016) and San Francisco (2016)
2016 NYU IFT
Closely-Held Business Chair, Jerald David August
“Repeal of TEFRA Entity Level Audit Rules”

8th Annual Wealth Planning Conference, NYU Institute on Federal Taxation
New York, NY
July 27-29, 2016
Program Chair
Co-presenter with Ian Weinstock of Kostelanetz & Fink, LLP and Guy B. Maxfield, Professor Emeritus, New York University School of Law, LL.M. in Taxation
“Repeal of the TEFRA (Partnership) Entity Level Audit Rules and an Update on The Estate Tax Savings from the Use of Family Limited Partnerships”
“Planning for the Non-Citizen Spouse”

ALI-CLE National Webcast
Philadelphia, PA
June 10, 2016
“The TEFRA Partnership Audit Rules Repeal: Partnership and Partner Impacts”

ALI-CLE National Webcast
March 12, 2016
“Tax Planning for Controlled Foreign Corporations”

74th Annual Institute on Federal Taxation, New York University
New York (October 2015) and San Diego (2015)
2016 NYU IFT

Closely-Held Business Chair, Jerald David August
“Tax Planning for s Corporations: Mergers And Acquisitions involving S Corporations”

Baruch College, Zicklin Tax Seminar Executive Series
New York, NY
October 20th, 2015
“Planning for Single Member Entities and Hybrids”

ALI-CLE National Webcast
Philadelphia, PA
September 30, 2015
“Required Disclosures of Potential Tax Liabilities to IRS and on Corporate Financial Statements”

6th Annual Wealth Planning Seminar, New York University Institute on Federal Taxation
New York, NY
July, 2015
Program Chair
Co-panelist with Professor Emeritus Guy B. Maxfield, NYU School of Law, LL.M. in Taxation
“Planning with Family Limited Partnerships, Including Government Challenges to Claimed Valuation Discounts”

ALI-CLE National Webcast
Philadelphia, PA.
July 14, 2015
Program Chair
Co-presenter with Megan L. Brackney, Kostelanetz & Fink, LLP
“FATCA for Estate Planners: A Practical Approach”

15th Annual Oregon Tax Institute
Portland, Oregon
June, 2015
“Acquisitions of Privately-owned Companies by Private Equity Firms”

ALI-CLE National Webcast
Philadelphia, PA.
March 31, 2015
“To Renounce or Not? Tax Risks & Rewards of Expatriation”

ALI-CLE National Webcast
Philadelphia, PA.
December 4, 2014
“Attorney-Client Privilege and Work Product Doctrine in Tax Controversies”

ALI-CLE National Webcast
Philadelphia, PA.
September 24, 2014
“FLPs and LLCs: Update on Creating, Operating, and Unwinding Tax Partnerships”

ALI-CLE National Webcast
Philadelphia, PA
July 9, 2014
“NEW DEVELOPMENTS IN INTERNATIONAL AND DOMESTIC TAX EVASION AND COMPLIANCE”