Continuing Legal Education

2018 Federal Tax Conference

February 2, 2018
8:45 a.m. – 5:00 p.m.
6.75 MCLE hours, including 1.75 Professional Responsibility MCLE credit hours (PMCLE credit subject to approval)
Presented by Federal Taxation

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

 

Click here to register for the CHICAGO program.

Click here to register for the LIVE WEBCAST.

 

Don’t miss ISBA’s annual Federal Tax Conference, which features a wealth of information and updates for tax lawyers, business law attorneys, and trusts and estates practitioners. Attorneys with basic practice experience who attend this conference will obtain a better understanding of:

  • The tax issues to be aware of for non-profit organizations and tax exempt entities;
  • The statutory and regulatory changes to individual tax laws;
  • The ethical issues to consider when representing clients during an IRS inquiry;
  • How a plan structure within an estate can impact income and estate taxation;
  • How to spot potential tax protesters prior to accepting them as clients (and the hazards you may face if you are retained by this type of client);
  • Changes to the partnership audit regulations;
  • Corporate and partnership tax issues; and
  • Much more!

 

Program Coordinator/Moderator:
Jonathan D. Morton
, Golan Christie Taglia LLP, Chicago

 

NOTE: Registration to the CHICAGO PROGRAM includes access to electronic course materials that will be sent to you via email prior to the seminar. Printed course materials may be purchased for a nomial fee via the registration page. [Live Webcast attendees can access the course materials in PDF format via the web portal on the day of the seminar.]

 

Agenda

8:45 – 9:30 a.m.  Non-Profit Update
This segment explores the recent updates and tax considerations regarding the organization and operation of tax exempt entities and not-for-profit organizations.
David L. Bea, Bea & VandenBerk, Chicago

9:30 – 10:15 a.m.  Individual Tax Update
Discover the latest developments in individual income tax law, including statutory and regulatory changes, with this informative presentation.
TBD

10:15 – 10:30 a.m.  Break (beverages provided)

10:30 – 11:30 a.m.  Ethics in Taxpayer Representation*
Don’t miss this comprehensive overview of the ethical issues to consider when representing taxpayers and when practicing before the IRS.
Robert E. McKenzie, Arnstein & Lehr LLP, Chicago

11:30 a.m. – 12:30 p.m.  Estate Tax Update
This presentation offers an in-depth look at the estate and gift law changes, including those arising from changes in statutes and regulations, as well as an analysis of the pertinent case law from 2017.
Ryan A. Walsh, Hamilton Thies & Lorch LLP, Chicago

12:30 – 1:30 p.m.  Lunch (on your own)

1:30 – 2:15 p.m.  Retirement Benefits
Join us for a discussion on retirement plans and benefits, including how a plan structure within an estate can impact income and estate taxation.
Kathryn H. Garlow, Shepard Schwartz & Harris LLP, Chicago

2:15 – 3:00 p.m.  Tax Protesters: What Every Tax Attorney Should Know*
This segment explores tax protesters and their belief that the Tax Code is illegal, as well as the methods they use to file false tax returns. Learn how to spot potential protesters prior to accepting them as clients and the hazards you may face under Circular 230 and the Illinois Rules of Professional Conduct if you are retained by this type of client.
James Creech, Law Offices of James Creech, San Francisco

3:00 – 3:15 p.m.  Break (refreshments provided)

3:15 – 4:15 p.m.  Update on Changes to the Partnership Audit Regulations
Get the information you need to effectively advise your client on the recent changes to partnership regulations, including the new IRS audit procedures.
Stephen A. Frost, Huck Bouma P.C., Wheaton

4:15 – 5:00 p.m.  Corporate and Partnership Tax Update
Update your knowledge on the changes in corporate and partnership tax, including those arising from changes in statutes and regulations. An analysis of pertinent case law from 2017 is also included.
Philip D. Speicher, Mathis Marifian & Richter Ltd., Belleville

 

 

*Professional Responsibility MCLE credit subject to approval