2 0 1 4
“Foreign Tax Credit: Planning and Pitfall”, American Law Institute (Webcast, February 26, 2014)
“Tax Representations, Warranties and Indemnifications in Acquiring a Privately Owned Company”, 2014 Tax Overview, Fox Rothschild LLP (Palm Beach Gardens, FL, February 13, 2014)
2 0 1 3
“Federal Tax Consequences to Expatriation and Treatment of Dual Citizens and Residents”, 72nd New York University Institute on Federal Taxation (New York, NY, October 20-25, 2013)
“Family Limited Partnerships: Latest Cases and Planning Opportunities”, The American Law Institute, (August 20, 2013)
“Taxation of Dual Status Citizens and Residents and Expatriation”, “FLP Update”, New York University Summer Taxation Institute (New York, NY, July 24 -26, 2013
“Business Taxation and Tax Compliance”, Pennsylvania Bar Institute (Philadelphia, PA, April 26, 2013)
“Selected Partnership Formation Issues Including Sorting Out the Mixing Bowl Provisions”, Partnerships, LLCs, and LLPs (Washington, DC, February 8, 2013)
“Service Issues Proposed Regulations Under the New 3.8% Medicare Contribution Tax Under Section 1411”, “American Taxpayer Relief Act: What You Need to Know for Tax Planning and Compliance Under the New Law”, American Law Institute (Webcast, January 22, 2013).
2 0 1 2
“Tax Planning with Disregarded Entities: Including Entity Conversions,” New York University 71st Institute on Federal Taxation (San Diego, CA, Nov 15, 2012)
“Attorney-Client Privilege and Work Product Doctrine in Tax Controversies”, ALI-CLE (Webcast, October 31, 2012)
“Tax Planning with Disregarded Entities: Including Entity Conversions”, New York University 71st Institute on Federal Taxation (New York, NY, Oct 24, 2012)
“Recent Developments in Off-Shore Tax Compliance”, ALI-ABA (Webcast, September 19, 2012)
“Attorney-Client Privilege and Work Product Doctrine in Tax Controversies”, ALI-ABA (Webcast, September 5, 2012)
“Taxation of Dual Status Citizens and Residents and Expatriation”, “Wealth Planning for High Net-Worth Individuals and Owners of Closely-Held Companies”, “Update on the Planning for Creating, Operating, Unwinding Family Limited Partnerships”, New York University Summer Institute in Taxation, (New York, NY July 25-27, 2012)
“Mergers & Acquisitions of S Corporations: How to Structure the Deal”, ALI-ABA (Webinar, June 18, 2012)
“Federal Tax Issues with Respect to Disregarded Entities”, Planning Chair / Live Webcast (Philadelphia, PA) June 11, 2012
“Recent Developments in Taxation and Wealth Planning for Delaware Valley Professionals”, Fox Rothschild LLP (Lafayette Hill, PA, May 3, 2012)
“Expatriation of U.S. Citizens and Long-term U.S. Residents”, Palm Beach County Estate Planning Council (Palm Beach Gardens, FL, April 17, 2012)
“Cost-Sharing Agreements: New Treasury Regulations”, ALI-ABA (Webcast, March 12, 2012)
“Recent Developments in Taxation and Wealth Planning for Florida Professionals”, Fox Rothschild Taxation and Wealth Planning Department (Palm Beach Gardens, FL, February 8, 2012)
“Partnerships, LLCs, and LLPs”, “Selected Partnership Formation Issues Including Sorting Out the Mixing Bowl Provisions”, Planning Chairs, Jerald David August and Steven G. Frost, Chapman and Cutler LLP, Chicago, ALI-ABA (U.S. Grant Hotel, San Diego, CA, January 12-13, 2012).
2 0 1 1
“Mergers & Acquisitions of S Corporations: How to Structure the Deal”, Jerald David August & Stephen R. Looney, Dean Mead (Live Webcast,Orlando, FL, Philadelphia, PA, December 13, 2011)
“Mergers and Acquisitions of S Corporations”, 70th New York University Annual Institute on Federal Taxation (New York, NY, October 26, 2011 and San Francisco, CA, November 16, 2011).
“Live Long & Prosper…But Just In Case”, Business Disposition and Succession Tax Strategies, The Florida Bar (Kissimmee, FL, October 14, 2011)
“Mergers and Acquisitions of S Corporations”, “Live Long & Prosper … But Just in Case”, The Florida Bar Continuing Legal Education Seminar: Business Dispositions and Succession Tax Strategies (Orlando, Florida, October 14, 2011)
“Structuring International Joint Ventures”, “International Joint Ventures & Other Outbound Strategies”, Fall International Tax Update, ALI-ABA (New York, NY, Live Video Webcast, September 27, 2011).
“Update on the Planning for Creating, Operating, Unwinding Family Limited Partnerships”, Jerald David August & Guy B. Maxfield, New York University Summer Institute on Federal Wealth Taxation (New York, NY, July 14 -15, 2011).
“Tax Planning for the Migrating Client”, “Wealth Planning for High Net-Worth Individuals and Owners of Closely-Held Companies”, “Update on the Planning for Creating, Operating and Unwinding Family Limited Partnerships”, New York University Summer Institute on Federal Wealth Taxation (New York, NY, July 14 -15, 2011).
“Privileges & Work Product Protected from Discovery in Federal Tax Controversies & Litigation”, Jerald David August & Ian M. Comisky, ALI-ABA (Philadelphia, PA, June 29, 2011).
“Standards of Federal Tax Practice: Tax & Financial Transparency in the Global Economy”, Annual Tax Conference of the New Jersey Tax Section, 2011 Leonard Goldberg Federal Tax Law Symposium (Edison, NJ, May 13, 2011).
“Reasonable Cause”, Philadelphia Bar Institute: Tax Return Preparer and PTIN Rules, (Philadelphia, PA, March 24, 2011)
“Reasonable Cause”, ALI ABA: Federal Income Tax Compliance – Important Developments (Webcast, March 14, 2011)
“Federal Income Tax Compliance: Important Developments”, Jerald David August, Ian M. Comisky & A. Trevor Ackerman, ALI-ABA (Philadelphia, PA, March 14, 2011).
“Federal Income Taxation of Single Member Entities: ‘Tax Nothings’”, Palm Beach Tax Institute (The President’s Club, West Palm Beach, FL, February 23, 2011)
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“Mandatory Disclosure of Uncertain Tax Positions on Income Tax Returns Filed by Corporate Taxpayers: The Internal Revenue Service’s New Weapon”, Association of Corporate Counsel – South Florida Chapter, Breakfast Series Seminar (Fort Lauderdale, FL, January 25, 2011).
“Income Tax Provisions of the New Federal Legislation: A Concise Summary for Tax & Business Lawyers and Estate Planners”, ALI-ABA (Telephone Seminar & Audio Webcast, January 18, 2011).
2 0 1 0
“Offshore Tax Evasion & Bank Secrecy Update”, International Practice Group Meeting, Fox Rothschild LLP (Philadelphia, PA, December 9, 2010).
”Tax Planning With Qualified Subchapter S Subsidiaries and Single Member Limited Liability Companies”, 69th New York University Annual Institute on Federal Taxation (New York, NY, October 18, 2010 and San Diego, CA, November 15, 2010).
“Modified Carryover Basis Regime”, Pennsylvania Bar Institute, 17th Annual Estate Law Institute (Philadelphia, PA, November 11, 2010).
“Organization, Operation, and Liquidation of Family Limited Partnerships”, The Knowledge Congress Live Webcast Series (October 6, 2010).
“Federal Income Taxation of Single Member Entities: ‘Tax Nothings’”, The Florida Bar Continuing Legal Education Seminar: Current LLC and Partnership Strategies, Traps and Tips” (Tampa, Florida, October 1, 2010).
“Expanding the Domestic Business Overseas”, Pennsylvania Bar Institute, Tax Planning for Owners of Closely-Held Businesses (Philadelphia, PA, September 20, 2010).
“Offshore and International Tax Evasion: The U.S. and International Community’s Response”, ALI-ABA Live Video Webcast, Offshore Tax Evasion & Bank Secrecy Update (Philadelphia, PA, September 13, 2010).
”Update on the Planning for Creating, Operating, and Unwinding Family Limited Partnerships”, NYU Institute on Federal Wealth Taxation (New York, NY, July 22-23, 2010).
“The Modified Carryover Basis Regime”, NYU Institute on Federal Wealth Taxation (New York, NY, July 22-23, 2010).
“Selected Income Tax Considerations Concerning Choice of Entity for Conducting Business Operations Outside the United States”, 68th New York University Annual Institute on Federal Taxation (New York, NY, May 2010).
“Estate Tax Repeal for 2010: The Impact on Estate & Small Business Planning”, ALI-ABA, the Association of the Bar of the City of New York (New York, NY, April 19, 2010).
“Codification of the Economic Substance Doctrine in the Health Care Act as Amended by the 2010 Health Care Reconciliation Act”, Fox Rothschild Tax & Estates – Business Tax Group Meeting (Philadelphia, PA, April 13, 2010).
“The Estate Planning Quagmire of 2010, Caused by the One Year Repeal of the Federal Estate Tax”, Pennsylvania Bar Institute (Philadelphia, PA, March 22, 2010).
“2010 and Beyond: The State of the Estate Tax”, Philadelphia Bar Association/Pennsylvania Bar Institute: Probate & Trust Law Section Quarterly Meeting (Philadelphia, PA, March 2, 2010).
“Estate Tax Repeal – Congress’ New Year’s Surprise and Planning with Family Limited Partnerships in Light of Tax Uncertainty”, Fox Rothschild Tax Law Review, (Philadelphia, PA, February 2, 2010).
“The One Year (More of Less) Repeal of the Federal Estate and Generations Skipping Transfer Taxes: What Hath Congress Wrought on Us Poor Estate Planners and Our Clients”, The Philadelphia Bar Association/Philadelphia Bar Institute, Probate & Trust Law Section, Quarterly Meeting (Philadelphia, PA, March 2, 2010)
“In Depth Analysis of Impact on Estate & Small Business Planning”, ALI-ABA, (Philadelphia, PA, February 16, 2010); Fox Rothschild Tax Law Review (Philadelphia, PA, February 2, 2010).
“The Modified Carryover Basis Regime”, In Depth Analysis of Impact on Estate & Small Business Planning, ALI-ABA Live Video Webcast (Philadelphia, PA, February 16, 2010).