The Good, the Bad, & the Ugly: Strategies for Interacting with AssessorsWhen: November 13, 2024Hosted By: IPT Property Tax SymposiumLocation: JW Marriott Tucson Starr Pass Resort & SpaPeople: Michelle DeLappe
The ERC: Current State of AffairsWhen: November 13, 2024Hosted By: Fox RothschildLocation: WebinarPeople: Matthew D. Lee, Brian C. Bernhardt, Elizabeth K. Blickley, Jonathan M. Wasser
Hot Topics in Federal Tax Controversy: A Year-End UpdateWhen: November 12, 2024Hosted By: CPA AcademyLocation: WebinarPeople: Meeren Amin, Brian C. Bernhardt, Kristy Caron, Matthew D. Lee
Advice for Advisers: Tax & Wealth PlanningWhen: November 07, 2024Hosted By: Fox RothschildLocation: Fox RothschildPeople: Giselle C. Alexander, Mary Balent Long, Kristy Caron, Vivian D. Hoard, Haley A. Schwartz, Adon J. Solomon, Adenike Tijani
Ethically Using Artificial Intelligence in Tax LawWhen: October 25, 2024Hosted By: Florida Bar Tax Section Location: Margaritaville Beach ResortPeople: Christopher R. Callahan
Wealth Planning for the UHNW – Using Trusts for Cross-Border PlanningWhen: October 07, 2024Hosted By: STEP Canada/USA Cross-Border ConferenceLocation: Chicago Marriott Downtown Magnificent MilePeople: Christopher R. Callahan
Estate Planning and Administration Institute Part 2When: September 26, 2024Hosted By: NJICLE Estate Planning and Admin InstituteLocation: New Jersey Law CenterPeople: Adam M. Grenker
Premarital Planning and Planning for Divorcing CouplesWhen: July 31, 2024Hosted By: NJICLE Estate Planning and Admin InstituteLocation: New Jersey Law CenterPeople: Adam M. Grenker
Shrinking World, Growing Complexity: Understanding Dementia and the Nuances of Diminished Capacity in Estate PlanningWhen: July 25, 2024Hosted By: State Bar of Georgia Fiduciary Law SectionLocation: Omni Amelia Island ResortPeople: Haley A. Schwartz
2024 Conservation Easements UpdateWhen: July 22, 2024Hosted By: GSCPA Annual Estate Planning ConferenceLocation: The Ritz-Carlton ReynoldsPeople: Vivian D. Hoard
The Changing Landscape of ERC ClaimsWhen: July 18, 2024Hosted By: GWSCPALocation: WebinarPeople: Elizabeth K. Blickley
IRA Clean Energy Credits and Anticipated EnforcementWhen: June 27, 2024Hosted By: NYU School of Professional Studies Tax Controversy ForumLocation: The Westin New York at Times SquarePeople: Ian M. Comisky
Strategic Takeaways from West Coast Legal Developments: Intangibles, Change of Ownership and MoreWhen: June 24, 2024Hosted By: Institute for Professionals in TaxationLocation: 2024 IPT Annual ConferencePeople: Michelle DeLappe
Employee Retention Credit Update: Are Your Clients Ready for Audit?When: June 13, 2024Hosted By: State Bar of Arizona Annual ConventionLocation: Sheraton Grand at Wild Horse PassPeople: Giselle C. Alexander
Navigating the Labyrinth: Trust Options for Ultra High Net Worth Individuals in Private Wealth ManagementWhen: June 10th - June 12thHosted By: Private Wealth Management Location: Encore Boston HarborPeople: John D. Dadakis
2024 Washington State Tax UpdateWhen: May 29, 2024Hosted By: Fox RothschildLocation: WebinarPeople: Michelle DeLappe
PA Inheritance Tax Qualified Family Owned Business ExemptionWhen: May 22, 2024Hosted By: Bucks County Estate Planning CouncilLocation: The Bucks ClubPeople: Charles Bender
Estate Administration 101When: May 16, 2024Hosted By: NJSBA Annual Meeting & ConventionLocation: Borgata Hotel Casino & SpaPeople: Adam M. Grenker
Navigating WA Capital Gains TaxWhen: May 15, 2024Hosted By: Entrepreneurs' Organization SeattleLocation: Northern TrustPeople: Rochelle L. Haller
Foreign Company Executives Working in the United StatesWhen: May 03, 2024Hosted By: Florida Bar Tax Section Location: Atlantis Paradise IslandPeople: Christopher R. Callahan, Scott M. Snyder
The Corporate Transparency Act and Increased Due Diligence Obligations for Attorneys: What You Need to KnowWhen: March 07, 2024Hosted By: LawlineLocation: WebinarPeople: Ian M. Comisky
The Gift That Kept Giving: A Real-World Example of Contagious Philanthropy!When: March 07, 2024Hosted By: Georgia Planned Giving Council Location: Buckhead ClubPeople: Haley A. Schwartz
The Employee Retention Tax Credit: Issues, Enforcement, and the Voluntary Disclosure ProgramWhen: February 12, 2024Hosted By: Federal Bar AssociationLocation: WebinarPeople: Matthew D. Lee, Brian C. Bernhardt
State and Local TaxesWhen: January 25, 2024Hosted By: Portland Tax ForumLocation: TBDPeople: Michelle DeLappe
Cross Border Trust Tax Panning and ComplianceWhen: January 23, 2024Hosted By: New York Society of CPAs – International Taxation ConferenceLocation: New YorkPeople: Christopher R. Callahan
Property Tax in Washington - Everything You Didn't Know You Needed to KnowWhen: November 29, 2023Hosted By: Tax Executives Institute, Inc. (TEI)Location: VirtualPeople: Michelle DeLappe, Sandy Guilfoil, Ryan, LLC
A Pre-Immigration Primer: Smart Tax Strategies for the High-Net-Worth International FamilyWhen: November 14, 2023Hosted By: Hong Kong Association of Northern CaliforniaLocation: WebinarPeople: Peter S. Myers, Scott M. Snyder
2023 Fiduciary Attorney SummitWhen: November 6-8, 2023 Hosted By: Fox Rothschild LLPLocation: Santa Barbara, CA People: Peter S. Myers
The Impending Office Armageddon: Property Tax Appeals & Other Appraisal ContextsWhen: November 02, 2023Hosted By: The Appraisal Institute, Seattle ChapterLocation: 17th Annual Fall Real Estate ConferencePeople: Michelle DeLappe, Andrew Rapp, Allen Safer
Real Property Tax AppealsWhen: November 01, 2023Hosted By: The Seminar GroupLocation: 13th Annual Cutting-Edge Issues in CondemnationPeople: Michelle DeLappe
In the Crosshairs: IRS Scrutiny of Microcaptives and Conservation EasementsWhen: September 29, 2023Hosted By: National Association of State Bar Tax SectionsLocation: McDermott Will & EmeryPeople: Meeren Amin
2023 Bench Bar ConferenceWhen: September 21, 2023Hosted By: Bucks County Bar AssociationLocation: Skytop LodgePeople: Julie D. Goldstein, Georgios K. Patsalosavvis
Conservation Easements: Will the Taxpayer's Report to Congress Change the Game?When: July 25, 2023Hosted By: The Georgia Society of Certified Public AccountantsLocation: The Ritz-Carlton Amelia IslandPeople: Vivian D. Hoard
Atlanta Tax ForumWhen: July 25, 2023Hosted By: IRS Nationwide Tax ForumLocation: Hilton AtlantaPeople: Vivian D. Hoard
Advanced Trusts & Estates: Planning Issues and Problems in Decanting TrustsWhen: July 20, 2023Hosted By: NYU School of Professional StudiesPeople: Wendy Wolff Herbert, Melissa A. Terranova
2023 Washington State Tax UpdateWhen: May 25, 2023Hosted By: Fox Rothschild LLPLocation: WebinarPeople: Michelle DeLappe
Tax Upsides of a Financial DownturnWhen: May 17, 2023Hosted By: Fox Rothschild LLPLocation: WebexPeople: Adon J. Solomon, Terri Munro
Introduction to Estate PlanningWhen: May 17, 2023Hosted By: New Jersey State Bar AssociationLocation: BorgataPeople: Adam M. Grenker
The Great SALT Trivia 'Game Show' on Trends and Developments on Cost of Performance and Market-Based SourcingWhen: May 05, 2023Hosted By: ABA Section of TaxationLocation: 2023 May Tax MeetingPeople: Michelle DeLappe
Gross Receipts Taxes: Policy and Compliance ImpairmentsWhen: April 26, 2023Hosted By: Council On State Taxation (COST)Location: COST 2023 Income Tax Conference & Spring Audit SessionPeople: Michelle DeLappe
Estate Planning Outlook and OpportunitiesWhen: April 19, 2023Hosted By: Financial Planning Association of Georgia Location: Hyatt Regency Atlanta Perimeter at Villa ChristinaPeople: Adon J. Solomon
New Jersey Basic CLE Marathon 2023When: March 21, 2023Hosted By: Practising Law Institute (PLI)People: Adam M. Grenker
Taxpayer Data Privacy in the Age of Technological AdvancementWhen: February 10, 2023Hosted By: American Bar Association Tax SectionLocation: Hilton San Diego BayfrontPeople: Elizabeth K. Blickley
U.S. Taxation of Foreign PensionsWhen: January 26, 2023Hosted By: New York Society of CPAs – International Taxation ConferenceLocation: WebinarPeople: Christopher R. Callahan
41st Institute on State and Local TaxationWhen: December 13, 2022Hosted By: New York UniversityLocation: Westin New York at Times SquarePeople: Michelle DeLappe
Taxation of NIL and other Collegiate Athlete IncomeWhen: November 17, 2022Hosted By: University of Miami School of Law Entertainment, Arts and Sports LLMLocation: VirtualPeople: Christopher R. Callahan
International Tax Planning for Athletes and EntertainersWhen: November 16, 2022Hosted By: University of Miami School of Law Entertainment, Arts and Sports LLMLocation: University of Miami School of LawPeople: Christopher R. Callahan
2022 Fiduciary Attorney SummitWhen: November 8-10, 2022Hosted By: Fox Rothschild LLPLocation: Santa Barbara, CA People: Peter S. Myers
The Big Reveal: Teamwork in Achieving Trial-Ready Appraisal EvidenceWhen: November 08, 2022Hosted By: Institute for Professionals in TaxationLocation: JW Marriott Tucson Starr Pass Resort & SpaPeople: Michelle DeLappe
Estate & Investment UpdateWhen: October 28, 2022Hosted By: Financial Planning Association of GeorgiaLocation: Hyatt at Villa ChristinaPeople: Adon J. Solomon