On-Demand Learning

Tax

Transcripts

Recorded on: Jun. 5, 2013

SPEAKER 1: --for the Pocket MBA program, which is securities fraud litigation, recent trends and practical tips. We're lucky to have Dan Dooley, Sr., CPA, who was a former partner retired in the firm of PricewaterhouseCoopers, where he was the global leader of the firm's securities litigation and investigations consulting practice. As an audit partner, he performed examinations of companies in a wide-range of industries and sectors, including computers ...

Recorded on: Jun. 5, 2013

KIRSTEN AUNAPU: So with that, I will introduce our first speaker, Oz Karan. Oz is the senior manager at Deloitte & Touche. He's in the accounting, evaluation, and analytics practice here in San Francisco. He has over nine years of accounting, valuation, and project management experience with a focus on banking and securities and consumer business clients. He has technical expertise in accounting and reporting for derivatives and hedging activities, ...

Recorded on: Mar. 4, 2013

SPEAKER: We will move on to our next presenter of today, who is Linda Carlisle. Linda flew in from Washington, DC. Hopefully you didn't have too bad of a flight coming into the Bay Area. LINDA CARLISLE: A very long one. That's what-- SPEAKER: Oh, gosh. Well, we're pleased that you're here and that you're here safely, so thank you. Thank you very much, Linda. Linda's a partner in the Washington, DC office of White & Case and is a tax specialist. ...

Recorded on: Feb. 21, 2013

PAMELA A. MANN: Hello, everyone and welcome to the afternoon session of our PLI conference on Nonprofit Organizations. I'm very pleased to introduce at this time my colleague, Anne Gerson. She represents and counsels tax exempt organizations on a wide variety of matters, including formation and choice of entity form, corporate governance, and fiduciary issues, and establishment and preservation of tax exempt status. She frequently provides guidance ...

Recorded on: Feb. 21, 2013

PAMELA MANN: Our last speaker today is Sean Delaney. Sean Delaney is the executive director of the Lawyers Alliance of New York, the leading provider of pro bono business legal services to community development organizations and other nonprofit groups in New York City. From 1997 to 1999, Mr. Delaney served as the legal director of the Lawyers Alliance. Prior to his work with Lawyers Alliance, Mr. Delaney served as the chief of the charities bureau ...

Recorded on: Feb. 21, 2013

DOREEN ODOM: It is now my pleasure to introduce you to the chair of today's program, Pamela A. Mann. Pamela Mann is chair of the Tax Exempt Organizations Group in the firm of Carter, Ledyard & Milburn, LLP, with a practice concentrated in the representation of tax exempt organizations. From 1996 to December, 2012, she was Principal in the Mann Legal Group LLC, a boutique law firm serving tax exempt organizations. From 1985 to 1995, Ms. Mann was ...

Recorded on: Feb. 21, 2013

PAMELA A. MANN: OK. Break's over. I am very happy to introduce our next speaker, Dave Shevlin, who is a partner and the head of the Exempt Organizations Group at Simpson Thatcher & Bartlett in New York City. He has been with Simpson Thatcher for a number of years, where he advises a variety of international and domestic exempt organizations, including "Friends of" organizations and all forms of private foundations and public charities. He ...

Recorded on: Feb. 21, 2013

BETH OTTEN: Thank you, Pamela. Welcome everybody. And I want to thank Pamela, who has done work with Planned Parenthood in the past. So that's where I had the pleasure of meeting her. As Pamela said, I'm going to talk to about governance. And I'm also going to cover special issues that have to do with Executive Order 38, which has to do with executive compensation and limitations on administrative expenses for state funded organizations in New York. So ...

Recorded on: Feb. 15, 2013

SANFORD C. PRESANT: What time are we starting? ANDREA MACINTOSH WHITEWAY: 11:30. SANFORD C. PRESANT: I can't see what time it is. Now it is. OK, folks. ANDREA MACINTOSH WHITEWAY: Wait a minute. We can't start. They're not turning the microphones on yet. SANFORD C. PRESANT: I know. I know. I got it. I got it. Only one added to our panel is Andrea. OK. JAMES M. LOWY: 11:30. SANFORD C. PRESANT: OK. Hi, everybody. Welcome back. We're continuing ...

Recorded on: Feb. 15, 2013

SANFORD C. PRESANT: OK, well, we have an august panel up here joining us now. Jim Lowy is the featured speaker. He's to my right. Jim, just put your hand up. Well, he did some materials for us. So we're going to do some examples, some application examples. Is everyone excited about doing tax allocations? It's always the high point of my day when we work. OK, so Jim Lowy's principal in the JV and partnership tax consulting group of national tax department ...

Recorded on: Feb. 15, 2013

BLAKE RUBIN: Good morning and welcome back. And thanks to all the brave souls in the room here who have showed up, notwithstanding the snowstorm of the century, or whatever it is that we're predicting for New York City, and welcome-- ADAM HANDLER: Snowmagedon. BLAKE RUBIN: Snowmagedon, OK. And also, thanks to the people who are on the web. Sandy and Les both have bailed on us, unfortunately. Sandy to take a flight home to Los Angeles, and Les is ...

Recorded on: Feb. 15, 2013

BLAKE D. RUBIN: So we're going to start with recent developments in partnership taxation, also the real estate stuff. In terms of materials, there's an outline at page 47 in the book. And then copies of the slides have been handed out. Let me mention, in general the slides in the outline correspond. But the version of the slides is a little more up to date than the outline. If people are interested in the more up to date outline, which covers the ...

Recorded on: Feb. 15, 2013

LESLIE H. LOFFMAN: OK. We are back. This is our session on REIT developments. Let me tell you that REITs continue to be a major factor in the real estate markets. According to NAREIT, between 15 to 18% of all investment grade real estate are held by REITs. I looked up how the REITs did last year. Dow Jones equity All REIT Index had a total return of 20% for 2012, more than double its rate in 2011, and the fourth consecutive year that REITs beat the ...

Recorded on: Feb. 15, 2013

BLAKE RUBIN: All right, let's get started again. We've got a few more interesting tax quotes that we can throw out and ask people if they know who said them. "If you get up early, work late, and pay your taxes, you will get ahead, if you strike oil." J. Paul Getty. All right, "The federal income tax system is a disgrace to the human race." President during the 1970s. Guesses? Come on, we're giving away free iPads for correct guesses. BAHAR ...

Recorded on: Feb. 13, 2013

AMY TAUB: Thank you. Hello. My name is Amy Taub, and I'm a program attorney with PLI. I would like to welcome you to today's briefing, "Reading Public Company Financials, What You Need to Know". Before I begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to materials for this briefing via the course ...

Recorded on: Jan. 29, 2013

STUART M. FINKELSTEIN: OK. I don't have Richard Goldberg to give me an introduction, so I guess I will introduce myself. I am Stu Finkelstein, a partner at Skadden Arps here in New York. Tax jockey. Tax guy. Been doing this, I was just telling somebody, going on 28 years. Which is a little scary. All at Skadden actually. The only job I've had. A couple ground rules. Not really ground rules. But here's the way I like to do these things. I think it's ...

Recorded on: Jan. 14, 2013

MALE SPEAKER: Good morning to everyone in the room here, and on the web. Welcome back for day two of our program. This morning, for the first segment, we're going to talk about more financial products, a different type. And then we're going to have a pause to hear from a tax practitioner about some of the tax issues that arise in this area of practice. We can never cover everything, so each year, we choose topics that seem to be topical and interesting. I ...

Recorded on: Dec. 6, 2012

PAT: Welcome back from the break, and thanks for sticking with us for the entire two days. We're down to our last panel, having saved the best for last. We have a panel on securitization taxation, REMICs, and non-mortgage products. And with us this afternoon, we have Willys Schneider, who's a partner in the New York office Katye Scholer. And Willys's right, we have Kristofer Hess, who's a partner in the New York office of Cleary Gottlieb. So thank ...

Recorded on: Oct. 24, 2012

SPEAKER 1: And it's now my pleasure to introduce to you one of our faculty, who's sitting in briefly for our chair-- who's is still on her way here today, but will be with us shortly-- is Lisa Sitkin. Lisa is managing attorney at Housing and Economic Rights Advocates. She's been practicing law since 1997, when she graduated from Stanford Law School. Prior to joining HERA, Ms. Sitkin litigated civil rights, media law, intellectual property, and advertising ...

Recorded on: Oct. 19, 2012

MARK H. LEEDS: Good morning, my name is Mark Leeds. I'm a tax shareholder at Greenberg Traurig. I know that, just like myself, the entire audience here cannot possibly be more fascinated by the taxation of swaps and other financial instruments. Because this is a tax conference, right? So it's a pleasure to be here. And I'm really honored to be asked back. This is my third or fourth year doing the single tax section that you'll be forced to sit through. This ...

Recorded on: Oct. 16, 2012

BRADLEY MCGRATH: Good morning, everybody. Mark and I are excited to be here and to be kicking off this program. We're going to talk to you this morning about, as Dana said, just an overview of relevant financial reporting frameworks and the sources of information. So this is setting the framework for, I think, the rest of the segments that you're going to hear over the next couple of days. So a lot of this is somewhat basic. Some of you may be familiar ...

Recorded on: Oct. 10, 2012

LISA SITKIN: So the first session that we're going to jump into looks at post-foreclosure liability for the mortgage debt itself, and the protections, largely the California anti-deficiency statutes, that do offer a lot of protection for borrowers. Although not complete protection, so it's important to know where those lines are drawn. California is in many ways a lot more protective of its borrowers in terms of deficiency judgments, but there are ...

Recorded on: Oct. 10, 2012

SPEAKER 1: Maeve Elise and Lisa. MAEVE ELISE BROWN: Great. Welcome back. Thank you. OK in our final segment, we're going to talk a little bit about credit and foreclosure. So let's go ahead and jump in. One of the monstrous and unintended consequences of course of the foreclosure crisis is millions and millions of people whose credit has been pummeled. And what is going to happen to them remains to be seen. I offer the stat about how many homeowners ...

Recorded on: Sep. 20, 2012

C. TUNA: So our first session is on distributing digital content through smartphone apps, managing risk and rewards. I'm not going to read the bios, the full bios, because you have them in your materials. FRANKLIN FINK: What's that? MARY NEWCOMER WILLIAMS: [INAUDIBLE] Think. But there's one called Think New. I think it should be the new. FRANKLIN FINK: Oh, I think we got the wrong one up. It's Think New because we added a slide. C. TUNA: Who's ...

Recorded on: Sep. 20, 2012

CYDNEY A TUNE: Alright, welcome back to those in the room, and to those on the live webcast also, welcome back to you. Before we get started, for those who came late, several people have asked me if I work for PLI because they missed my introduction, so I'm going to take one minute to say I'm Cydney Tune. I'm with the San Francisco office of Pillsbury where I chair the copyright practice and the media and entertainment industry teams. My full bio ...