Program Chair:
Daniel B. Geraghty
Husch Blackwell LLP
Milwaukee
Presenters:
Michael G. Goller
Reinhart Boerner Van Deuren, S.C.
Milwaukee
Patricia A. Hintz
Quarles & Brady LLP
Milwaukee
Carl D. Holborn
O'Neil, Cannon, Hollman, DeJong & Laing, S.C.
Milwaukee
Courtney A. Hollander
von Briesen & Roper, S.C.
Oshkosh
Hal Karas
Husch Blackwell LLP
Milwaukee
Sarah E. McNally
Godfrey & Kahn, S.C.
Milwaukee
Rebecca H. Mitich
Husch Blackwell LLP
Milwaukee
Douglas J. Patch
Godfrey & Kahn, S.C.
Milwaukee
Kristina E. Somers
Reinhart Boerner Van Deuren, S.C.
Milwaukee
8:00 a.m. : Registration
8:30 a.m. : Federal Tax Update
Patricia A. Hintz
9:20 a.m. : State Tax Update
Kristina E. Somers
10:10 a.m. : Break
10:25 a.m. : Hot Tax Practice Procedure and Ethics Issues
- Update on the office of professional responsibility
- A Discussion of current IRS audit issues
- Hot IRS penalty issues
Michael G. Goller
11:15 a.m. : Income Taxation of Trusts & Estates
- Summary of the rules of the income taxation of trusts and estates
- Issues related to the Tax Cuts and Jobs Act
- An overview of state income tax issues relating to Kaestner v. North Carolina
Carl D. Holborn
12:05 p.m. : Lunch (on your own)
1:05 p.m. : Tax Aspects of Drafting Operating Agreements
- Understanding the regulatory language contained in most operating agreements
- Purpose and risks of deficit restoration obligations
- Using target capital account versus layered allocation language
- Common waterfall economic deals and related drafting techniques
Sarah E. McNally, Douglas J. Patch
1:55 p.m. : Hot Topics in Real Estate Tax Incentives
- Opportunity Zones and how to use them
- 1031 Exchange practice updates
- Updates to other incentive programs
Hal Karas, Rebecca H. Mitich
2:45 p.m. : Break
3:00 p.m. : Responding to Inquiries, Notices, and Demands in Light of Recent IRS Trends
- Communications with the IRS in controversy and collection matters
- Reviewing and responding to inquiries, notices, and demands
- Consequences when responses are not made
Courtney A. Hollander
3:50p.m. : Program Concludes
Following program start times, webcast replay schedule will vary slightly from above listed times.
- Get the latest state and federal tax updates
- Earn an ethics credit and hear the latest IRS penalty issues
- Explore tax issues that arise when drafting operating agreements
- Improve communication with the IRS
- Learn how to use the latest real estate tax incentives
- Understand the rules of income taxation of trusts and estates
- Taxation attorneys
- Business lawyers
- Estate planning & probate practitioners
Book Sale – Save 20%
Marital Property Law & Practice in Wisconsin
Save 20% on Marital Property Law & Practice in Wisconsin . Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* Quickly find the answer to any question involving marital property or property classification. 5th edition includes the enactment of the TCJA. Use discount code CA2934 when you order online or by calling (800) 728-7788.
*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid as long as CLE credit is available for this program. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.