Continuing Legal Education

2012 Federal Tax Conference

November 9, 2012
8:50 a.m. – 5:15 p.m.
6.75 MCLE hours, including 1.00 Professional Responsibility MCLE credit hours (PMCLE credit subject to approval)
Presented by Federal Taxation

Chicago
ISBA Chicago Regional Office
20 S. Clark Street, Suite 900
(map and directions)

This program qualifies for CPE credit**

Keep abreast of recent federal taxation law updates by joining us for this annual Federal Tax Conference! Tax lawyers, certified public accountants, business law attorneys, and estate planning practitioners with intermediate practice experience who attend this program will better understand:

  • The recent legislation affecting the transfer of assets during life and at death;
  • The latest changes in retirement and welfare benefit plans;
  • How developments in individual income tax law has affected the determination of income, deductions, exemptions, and more;
  • How Medicaid issues may impact tax and estate attorney malpractice situations;
  • The Internal Revenue Service appeals process;
  • How recent rulings have affected the taxation of C and S corporations; and
  • Overview of required tax court procedures.

 

Please Note: Prior to the program, you will receive a weblink via email allowing you to access the course materials prior to the program. You will also receive a copy of the course materials (for no additional charge) when you arrive at the program, but will need to check the appropriate box on the registration page letting us know if you prefer a flash drive or printed course book.

 

Program Coordinator:
Leonard S. DeFranco,The DeFranco Law Firm, Oakbrook Terrace

Program Moderator:
George E. Marifian, Mathis, Marifian & Richter, Ltd., Belleville

 

 

Agenda

8:50 – 9:00 a.m.  Welcome and Introductions

9:00 – 9:45 a.m.  Estate, Gift and GST Tax Update
This presentation provides a comprehensive update of important developments in recent cases and rulings and offers insight into the effects of the “fiscal cliff” and the expiration of the Bush-era tax cuts on estate and gift tax planning for 2013 and beyond.
Joseph P. O’Keefe, Mathis Marifian & Richter Ltd, Belleville

9:45 – 10:30 a.m.  Employee Benefits Update
Gain a better understanding of the recent changes to retirement and welfare benefit plans with this informative employee benefits update.
Lawrence Krupp, Kessler Orlean Silver Co., Deerfield

10:30 – 10:45 a.m.  Break (beverages provided)

10:45 – 11:30 a.m.  Individual Income Tax Update
This segment reviews the recent developments in individual income tax law, including the legislative changes and case law concerning the determination of income, deductions, exemptions, credits, alternative minimum tax, and capital gains/losses.
James L. Krupp, Krupp and Krupp LLP, DeKalb

11:30 a.m. – 12:30 p.m.  Ethical Considerations*
This session discusses the various ethical issues that tax and transactional practitioners should consider when representing clients.
Carey C. Gill, Barrett, Twomey, Broom, Hughes & Hoke, LLP, Carbondale

12:30 -1:30 p.m.  Lunch (on your own)

1:30 – 2:15 p.m. Corporate and Partnership Tax Update
In this presentation, the speaker offers a look at the recent legislation, cases and rulings affecting the taxation of partnerships and their partners, as well as corporations and their shareholders.
Philip D. Speicher, Mathis, Marifian & Richter, Ltd., Belleville

2:15 – 3:15 p.m.  So Your Client Wants to Go to IRS Appeals: Procedures Every Practitioner Needs to Know
Get the practical guidance you need for preparing and presenting your Protest to the Appeals division of the Internal Revenue Service.
Robert A. Bedore, Neal, Gerber & Eisenberg, LLP, Chicago

3:15 – 3:30 p.m.  Break (refreshments provided)

3:30 – 4:30 p.m.  Tax Court Procedures
This comprehensive overview examines the procedures taxpayer’s counsel faces once a Notice of Deficiency is issued and offers strategies and practice pointers to help you navigate through the Tax Court minefield.
George E. Marifian, Mathis, Marifian & Richter, Ltd., Belleville

4:30 – 5:15 p.m.  Avoiding Medicaid Malpractice
Join us for this practice-oriented discussion on the recent changes to statutory and regulatory law in this increasingly important area.
Anthony B. Ferraro, Law Offices of Anthony B. Ferraro, LLC, Rosemont

 

*Professional Responsibility MCLE credit subject to approval

**ISBA is approved by the Illinois Department of Financial and Professional Regulation as a registered public accountant continuing professional education (CPE) sponsor