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Cannabis Law: A New Frontier in California and Beyond

On-Demand Web Briefing  On-Demand One-Hour Briefing    

From the program: Cannabis Law: A New Frontier in California and Beyond

Released on: Jan. 14, 2017

Taken from the briefing Cannabis Law:  A New Frontier in California and Beyond recorded January 2017 in New York. With a ballot initiative over 20 years ago, the citizens of California passed Proposition 215, the first medical cannabis law in the country. Despite this, California failed to pass implementing legislation that would provide clear and specific regulatory guidance for those wishing to engage lawfully in medical cannabis ...

Cannabis Law: A New Frontier in California and Beyond

Transcripts  Transcripts    

Recorded on: Jan. 14, 2017

AMY: It is now my pleasure to turn this brifing over to Larry Rosen. LARRY ROSEN: Thank you, Amy. I appreciate the introduction. And I'm going to try to introduce the other two speakers this morning who are far more knowledgeable than I about cannabis law, have been doing this for many more years than I have been. As I said, or as Amy said, I'm a technology attorney and business attorney. And so my area of interest in this field is to see that, ...

Foreign Account Tax Compliance Act 2017: What Financial Institutions and Withholding Agents Need to Know Now

MP3 Audio  Audio Download (MP3)    On-Demand Web Briefing  On-Demand One-Hour Briefing    

Recorded on: Mar. 7, 2017

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. Lecture Topics [01:07:54] Upon the successful completion of this program, the participant will be able to: Recall the implementation and present status of the Foreign Account Tax Compliance Act (FATCA). Recognize key provisions contained in the final and temporary regulations issued under Internal Revenue Code (IRC) §§1471-1474 ...

Foreign Account Tax Compliance Act 2017: What Financial Institutions and Withholding Agents Need to Know Now

Transcripts  Transcripts    

Recorded on: Mar. 9, 2017

AMY TAUB: Hello. My name is Amy Taub. And I'm a program attorney with PLI, a nonprofit learning organization dedicated to keeping attorneys and other professionals at the forefront of knowledge and expertise, as well as preparing them to fulfill their pro bono responsibilities. I'd like to welcome you to today's briefing; "Foreign Account Tax Compliance Act 2017, What Financial Institutions and Withholding Agents Need to Know Now." Before we begin, ...

Nuts and Bolts of Tax Penalties 2017: A Primer on the Standards, Procedures and Defenses Relating to Civil and Criminal Tax Penalties

On-Demand Web Programs  On-Demand Web Programs    Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Nuts and Bolts of Tax Penalties 2017: A Primer on the Standards, Procedures and Defenses Relating to Civil and Criminal Tax Penalties

Released on: May. 3, 2017

The number of accuracy-related penalties assessed against individual taxpayers increased from 58,366 in 2005 to 553,184 in 2015.  That is nearly a 1,000% increase over the past decade!  Are there more bad taxpayers?  Or, is the IRS just getting more aggressive about asserting penalties?  Regardless of the answer, responsible tax practitioners must understand what triggers a penalty assessment and how to protect their clients and ...

Tax Concerns for Foreign Persons Investing in the U.S. (Inbound Investments) – Active Business Investments

MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

Recorded on: Jul. 20, 2017

Taken from the Web Program Recorded July 18 - 19, 2017 in New YorkTax Concerns for Foreign Persons Investing in the U.S. (Inbound Investments) – Active Business Investments [01:32:34]• Effectively Connected Income (ECI) and permanent establishment consequences • Branch profits tax imposition John D. Bates, S. Eric WangThe purchase price of this Web Program segment includes the following article from the Course Handbook available ...

Estate Planning: Fiduciary Income Taxation and Grantor Trusts

MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

Recorded on: Sep. 13, 2017

Taken from the Web Program Recorded September 11 - 12, 2017 in New YorkEstate Planning: Fiduciary Income Taxation and Grantor Trusts [01:00:31]• Fiduciary income tax – review of basic rules • Update on recent rulings/case law • New York state "throwback tax" • Code section 457A – What clients and trustees need to know Stephanie HeilbornThe purchase price of this Web Program segment includes ...

Advanced Swaps & Other Derivatives 2017 -- New Withholding Regulations on Cross-Border Equity Derivatives and Related Developments

Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Advanced Swaps & Other Derivatives 2017

Recorded on: Oct. 26, 2017

Taken from the Web Program Advanced Swaps & Other Derivatives 2017 recorded October 2017 in New York. New Withholding Regulations on Cross-Border Equity Derivatives and Related Developments [01:01:26] New regulations on the taxation of dividend equivalents paid in cross-border swaps and on equity-linked instruments IRS temporary regulations on deemed loans embedded in off-market and exchange-cleared swaps The new Qualified ...

New Withholding Regulations on Cross-Border Equity Derivatives and Related Developments

Transcripts  Transcripts    

Recorded on: Oct. 26, 2017

JOSHUA COHN: Welcome back. We're going to get going again. Hope you enjoyed your lunch. We're now going to turn to new withholding regulations on cross-border equity derivatives and related developments. And we have with us Mark Leeds and Michael Mann. Mark is a tax partner with Mayer Brown. His professional practice focuses on the tax consequences of a variety of capital markets products, and strategies, including over-the-counter derivative transactions, ...

Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2017

On-Demand Web Programs  On-Demand Web Programs    Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2017

Released on: Nov. 1, 2017

This three-day program will focus on the tax issues presented by the entire spectrum of modern major corporate transactions, from relatively simple single-buyer acquisitions of a division or subsidiary to multi-party joint ventures, cross-border mergers, and complex acquisitions of public companies with domestic and foreign operations, including spin-offs and other dispositions of unwanted operations. Evolving techniques for structuring, financing, ...

Interesting Corporate Transactions of the Past Year

Transcripts  Transcripts    

Recorded on: Oct. 27, 2017

ERIC SOLOMON: Our next panel is interesting transactions of the past year. And I am pleased to introduce my co-chair of this program, Linda Carlisle. Linda is the chief operating officer and general counsel of Unicom Capital LLC in Denver. Linda was formerly a member of Miller and Chevalier in Washington before joining Unicom, and at Miller and Chevalier she practiced international and domestic tax law. Before joining Miller and Chevalier, Linda ...

Planning for Private Equity and Hedge Fund Investments

Transcripts  Transcripts    

Recorded on: Oct. 27, 2017

ERIC SOLOMON: Good morning, good morning, good morning. Welcome back for our third day. We're going to start with a discussion of planning for private equity and hedge fund investments. And let me introduce our panel. To my immediate left is David Schnabel. David is a partner at Davis Polk in the tax department. He advises clients on a full range of transactions, including M&A, spinoffs, financing, partnership, and other flow-through investments, ...

Corporate Transactions Open Discussion

Transcripts  Transcripts    

Recorded on: Oct. 27, 2017

ERIC SOLOMON: Good morning, everybody. AUDIENCE: Good morning. ERIC SOLOMON: Good morning, Mark. Our next session is a discussion of what's on your minds. This is an opportunity for you to ask about any corporate tax issues or any other issues. It could be personal issues, family issues, romantic issues. Of course, you got to know who you're getting advice from. [LAUGHS] But in any event, this is your opportunity to talk about corporate tax issues. ...

Exploring the Limits of the Evolving Economic Substance and Business Purpose Doctrines and Related Ethics Issues

Transcripts  Transcripts    

Recorded on: Oct. 27, 2017

ERIC SOLOMON: Let me introduce the panel. First, to my immediate left, is Michael Desmond. Michael is a sole practitioner at The Law Offices of Michael J. Desmond. Mike started as a trial attorney with the Attorney General's Honors Program at the Tax Division of the US Department of Justice. Then, he worked at a boutique law firm, where he was made partner. And I'm guessing that's McKee Nelson? MICHAEL J. DESMOND: That's correct ERIC SOLOMON: All ...

State and Local Tax Issues in Corporate M&A Transactions

Transcripts  Transcripts    

Recorded on: Oct. 27, 2017

ERIC SOLOMON: First to my immediate left is David Shipley. He's a partner with McCarter and English. And he's a frequent speaker on multi-state tax topics. And he writes frequently on multi-state tax issues. So welcome, David. And then next to David is Peter Faber. Peter is a partner in the New York office of the law firm of McDermott, Will, and Emory LLP. He specializes in state and local tax matters. He formally served as chairman of the American ...

Corporate Tax Strategies and Techniques Using Partnerships, LLCs and Other Strategic Alliances

Transcripts  Transcripts    

Recorded on: Oct. 27, 2017

LINDA CARLISLE: All right, we're heading into the last two panels for our first day and, yes, these have all been fantastic today and we've got two more that are going to be equally as fantastic. Right now we're going to talk about the use of pass-through corporations and LLCs, partnerships, in M&A transactions. And to do that we have two of the best people I can think of to lead us in this discussion. To my left is my very good friend Blake Rubin. ...

Structuring Leveraged Buyouts

Transcripts  Transcripts    

Recorded on: Oct. 27, 2017

LINDA CARLISLE: Well, welcome back. We have one more panel before lunchtime, and this one will whet our appetite. There is no if, ands, or buts about it. We are going to be talking about structuring leveraged buyouts. Remember, this was something that Lou talked about in our overview first this morning. And to do this, I couldn't be more pleased to have these three people with me. I'll start all the way to my left, left, left is Kevin Keyes. Kevin ...

Selected Seller and Buyer Issues, Including Negotiating and Drafting Tax Provisions in Acquisition Agreements

Transcripts  Transcripts    

Recorded on: Oct. 27, 2017

LINDA CARLISLE: OK now we learned everything there is to know about the things that we have to keep in mind with the selling shareholder. And I'm so pleased, our next panel is going to tell us how to structure the paper work that helps us develop a taxable and a nontaxable transaction. And to do that, I've got three of the greatest people I know, Bill Cavanaugh, Rick Reinhold, and Phil Wright. OK, Bill-- to my left, left-- is co-chair of Norton Rose ...

Overview and Strategies in Representing Sellers

Transcripts  Transcripts    

Recorded on: Oct. 27, 2017

LOUIS S. FREEMAN: Thanks for the reference the Illinois. Actually, I decided to move to Florida when we were visiting. And there was an art fair, and it was a large crowd I got in line to go to a luncheonette, and it was a long line. This is February. And I came up at the end, and two guys from New York came up at the same time. I said, you go ahead. I'm not in any rush. And they said, oh, that's OK. You go ahead. We can't leave till June 1. You get ...

Nonprofit Organizations 2017: Governance, Form 990 Reporting, and Compensation Issues

On-Demand Web Programs  On-Demand Web Programs    Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Nonprofit Organizations 2017: Governance, Reporting, and Compensation Issues

Released on: Dec. 20, 2017

This program will address the unique regulatory issues that impact the nonprofit sector. Expert faculty will discuss best practices, compliance issues and reporting obligations. To stay current with latest developments and to understand the complex rules governing the nonprofit sector, you will learn: Governance and conflicts of interest compliance: regulations, enforcement and standards of accountability; Compensation and excess benefit issues; Financial ...

Mergers & Acquisitions 2018: Advanced Trends and Developments -- Federal Tax Considerations in M&A

Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Mergers & Acquisitions 2018: Advanced Trends and Developments

Recorded on: Jan. 16, 2018

Taken from the Web Program Mergers & Acquisitions 2018: Advanced Trends and Developments Recorded January 2018 in New York Federal Tax Considerations in M&A [01:30:05] Taxable acquisitions Tax-free reorganizations Inversions Spin-offs and split-offs, including "Morris Trust" and "Reverse Morris Trust" transactions Section 382 and NOL rights plans Stuart M. Finkelstein (CPE Field of Study: Taxes) (IRS ...

Federal Tax Considerations in M&A

Transcripts  Transcripts    

Recorded on: Jan. 16, 2018

KEVIN MILLER: Well, welcome back, everybody. As promised, we have the highlight of the day, Stuart Finkelstein from Skadden, Arps. He's the co-global head of tax at Skadden, advises some of the world's largest and most active M&A companies, and is obviously an expert in the field. But two things I'd like to highlight about him that I think are most important is one, a U of M grad, both undergrad and law school. STUART FINKELSTEIN: Go Blue. KEVIN ...

Taxation of Financial Products and Transactions 2018

On-Demand Web Programs  On-Demand Web Programs    Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Taxation of Financial Products and Transactions 2018

Released on: Jan. 23, 2018

Although tax reform remains on the horizon, existing law continues to pose many challenges for taxpayers and their advisers. The new regulations under Section 987, the sometimes-baffling operation of Section 988, and a recent challenge to the validity of the final regulations under Section 956 have sent tax professionals searching for guidance.  This year’s program has been completely redesigned to help you understand the latest changes ...

Section 956: Issues and Solutions

Transcripts  Transcripts    

Recorded on: Jan. 17, 2018

MATTHEW A. STEVENS: OK, welcome back. Here with our third panel, which deals with Section 956 issues and solutions. Section 956 has a much different role to play in the US international tax system than it did last summer when I first approached Kim about doing this panel. And so we need an engagement question, or a pulse question. So I'll ask the audience-- and I have a prediction about how many hands I'll see-- how many people understand the role ...

FX Issues (Including Straddles)

Transcripts  Transcripts    

Recorded on: Jan. 17, 2018

MATTHEW A. STEVENS: OK. Welcome back. I'm still Matthew Stevens, in case you've forgotten that. And with me is the next panel on the post regulations that impact Section 988 transactions and other 988 issues. If you found the first half of the previous panel to be a little bit too deep of a dive into the 954 hedging regulations, this panel is going to explore those and we will attempt to stay within snorkeling depth of that. So I need to ask you ...


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