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Tax

Corporate

Recorded on: Feb. 1, 2013

Taken from the briefing Reading Public Company Financials - What You Need to Know recorded January, 2013. Knowing how to read a public company’s financial statements can help you hear what is sometimes not being said.  This briefing will show you how to read between the numbers to extrapolate relevant information; spot red flags; gauge the financial health of a company; and better communicate with business and financial professionals. Using ...

From the program: International Tax Issues 2013

Released on: Feb. 14, 2013

As the world’s economies grow increasingly integrated, the international tax laws of the U.S. impact a greater percentage of businesses and transactions.  These international tax rules affect not only large U.S. and foreign-based multinationals, but also increasingly affect mid-sized and smaller firms, financing transactions, mergers and acquisitions, and other commercial activity.  As a result, a working knowledge of these international ...

From the program: Real Estate Tax Forum (15th Annual)

Released on: Feb. 21, 2013

Our 15th anniversary program has been completely revised and will have a more transactional focus.  This new approach highlights the tax problems being encountered by practitioners in today’s typical commercial real estate transactions and structures, and examines the simple and sophisticated solutions being used by the experts.  Panels of nationally-recognized real estate tax experts from major law and accounting firms will provide ...

From the program: Advising Nonprofit Organizations 2013

Recorded on: Feb. 21, 2013

Taken from the Web Program Advising Nonprofit Organizations 2013 recorded February, 2013 in New York. Lecture Topics  [00:57:34] Nonprofit Governance  [00:57:34] Duties of directors and officers Executive compensation issues Sarbanes-Oxley applications The purchase price of this segment includes the following article from the Course Handbook available online: Not-For-Profit Governance Beth ...

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: 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. 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

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

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

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 ...

From the program: Consolidated Tax Return Regulations 2013

Released on: Mar. 12, 2013

During the past eighteen years, the Department of the Treasury and the Internal Revenue Service have substantially revised the consolidated return regulations. These changes, coupled with legislative developments, judicial decisions, and published and private rulings, have dramatically changed the operating rules of consolidated returns. An understanding of these rules is critical for practitioners and corporate tax counsel who practice in this area. ...

From the program: Nuts and Bolts of Tax Penalties 2013: A Primer on the Standards, Procedures and Defenses Relating to Civil and Criminal Tax Penalties

Released on: Mar. 15, 2013

The number of tax penalties assessed by the Internal Revenue Service has increased dramatically over the past several years.  For example, assessments of accuracy-related penalties against individuals and corporations rose from 59,708 in 2005 to 472,961 in 2010, a nearly 800% increase!  At the same time, the Internal Revenue Service is focusing more than ever before on the conduct of professionals, through return preparer penalties, Circular ...

From the program: IP Issues in Business Transactions 2013

Recorded on: Mar. 4, 2013

Taken from the Web Program IP Issues in Business Transactions 2013 recorded February, 2013 in San Francisco. Lecture Topics  [00:59:55] Tax Issues in IP Transactions  [00:59:55] What is “IP” from a tax perspective? What are the different interests in IP for tax purposes? What tax issues arise in deducting the costs of developing IP? What are the tax issues in buying, selling, and licensing IP?  ...

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. ...

Published: April 2013

From the program: Nuts & Bolts of State and Local Tax 2013

Released on: Apr. 11, 2013

State and local taxation has become increasingly important. The state and local tax liabilities of many companies exceed their federal tax liabilities.PLI is delighted to present this essential program in which leading state and local tax experts will describe basic principles of state and local taxation and explore cutting-edge issues, developments and trends.Lecture Topics  [Total time 03:39:31] Segments with an asterisk (*) are available ...

Course Handbook from the program Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances 2013, held April, 2013.