Recent Events

Boston Meet and Greet with United States Tax Court Judge Panuthos

On May 22, 2017, the FBA Section on Taxation held its first event in Boston.  The event was a reception at Ropes & Gray featuring United States Tax Court Judge Panuthos.  Approximately 45 people attended.  Additional events are planned for the fall and details will follow. 





Meet and Greet with Judge Goeke

On April 4, 2017, the Section on Taxation sponsored an event in Chicago for Judge Joseph R. Goeke.  Approximately 45 tax practitioners from the public and private sector attended the event.  Judge Goeke joined Tricia Rexford of Baker & McKenzie and Lauren May of IRS Chief Counsel in an interesting panel discussion about the dos and don’ts of Tax Court litigation.  Before the panel discussion, Judge Goeke attended a meet and greet for the event attendees.




2017 Tax Law Conference 


Attendees listen to Keynote Speaker Robert Stack at the 2017 Tax Law Conference in Washington, DC


Commisioner John A. Koskinen is presented with the Kenneth H. Liles Award


David Berke (Left), 1st Place in the 2017 Tax Law Writing Competition, enjoys the reception with friends.

The FBA’s Section on Taxation held its 41st Annual Tax Law Conference on March 3, 2017 in Washington, DC. Anne R. Gordon, PwC, and Scott Dinwiddie, IRS Office of Chief Counsel, served as the Co-chairs of the conference along with Travis Greaves, Greaves | Wu, who served as Vice Chair. Consistent with the past several years, the Conference has continued to grow and boasted nearly 40 panels and over 600 attendees this year. This year’s conference added a symposium on Gift and Estate Tax, included a collaborative panel on the Section 385 regulations, and featured hot topics including Presidential Transition in the Treasury Department and D.O.J. Tax; Federal Excise Tax Overview and Update: Gas, Guns & Alcohol; and The Future of Tax Policy and I.R.S./D.O.J. Enforcement Efforts in the Cannabis Industry.  Former Deputy Assistant Secretary for International Tax Robert Stack delivered the keynote address on the future of the tax system and the need for reform. Chief Judge of the U.S. Tax Court, L. Paige Marvel, delivered featured remarks about access to the Tax Court – including the expansion of the Calendar Call programs, which provide legal assistance to unrepresented tax payers, the Congressional expansion of the Tax Court’s jurisdiction, and recent changes to the Tax Court Rules. The Conference was addressed by featured speaker Thomas West, Legislative Tax Counsel at the Department of the Treasury, currently designated the responsibilities of the Assistant Secretary for Tax Policy.  The robust line-up of speakers supplemented a vast array of panels during which practitioners offered helpful tools on dealing with the IRS and Department of Justice.  Several panels, including the Legislative Update featuring key professional staff from both the Senate and House of Representatives, offered thoughts on recent changes to the tax code as well as prognostication on the potential for tax reform.  The Conference was capped off with the presentation of the Kenneth H. Liles Award to IRS Commissioner John Koskinen, who provided heart-felt remarks on his career in public service and bestowed his award to the IRS employees for their hard work and dedication to the IRS mission.


Meet and Greet with Judge Lauber


On April 4, 2017, the Section on Taxation sponsored an event in New York for Judge Albert G. Lauber.  Approximately 30 tax practitioners from the public and private sector attended the event.  Judge Lauber provided an interesting discussion about handling cases before the Tax Court, his recent opinion in the Amazon case, and tax reform.  After concluding his remarks, Judge Lauber attended a meet and greet for the event attendees.



Tax Miami Wine Tasting


 FBA Tax Miami had a wine tasting happy hour on March 8, 2017 at The Big Easy in the newly developed Brickell City Centre.  Local tax LL.M. students and practitioners enjoyed tasting a variety of South African wines compliments of The Ferraro Law Firm.  The Miami group of the FBA Section on Taxation looks forward to its next event this fall.



Young Tax Lawyers Group Hosts Winter Event


The Section on Taxation’s Young Tax Lawyers Group held its third event of the 2016-17 fiscal year with a happy hour in February at Penn Quarter Sports Tavern.  The happy hour brought together a well-rounded group of both public and private sector tax lawyers, including many new faces.  Those who braved the cold were treated to great happy hour drink specials and a wide array of appetizers.
 
If you would like to learn more about the Young Tax Lawyers Group or be included in our email list, please contact Drew Cummings at
dcummings@ustaxcourt.gov or Lisandra Ortiz at lortiz@milchev.com.

FBA Section on Taxation: A Conversation with Judge Vasquez



On November 29, 2016, the Section on Taxation held an event at the Belo Mansion in Dallas featuring United States Tax Court Judge Juan F. Vasquez.  The well-attended event featured a conversation with Judge Vasquez and Section on Taxation Dallas Chapter, Co-Chair, Todd Welty.  There was also a networking reception for attendees.  This was the Section on Taxation’s first of hopefully many events in Dallas. 


Young Tax Lawyers Group Hosts Fall Event

 

The Section on Taxation’s Young Tax Lawyers Group held its first event of the 2016-17 fiscal year with a happy hour in October at Penn Quarter Sports Tavern.  The happy hour brought together a well-rounded group of both public and private sector tax lawyers, as well as many students from local law schools.  Those who attended were treated to great happy hour drink specials and a wide array of appetizers.  The section will next be hosting a happy hour on December 6 at BlackFinn Ameripub.

If you would like to learn more about the Young Tax Lawyers Group or be included in our email list, please contact Drew Cummings at dcummings@ustaxcourt.gov or Lisandra Ortiz at lortiz@milchev.com.

FBA Section on Taxation:
Meet and Greet with Judges Carluzzo and Leyden




On September 28, 2016, the Section on Taxation held an event at Grant Thornton Tower in Chicago for United States Tax Court Special Trial Judges Diana L. Leyden and Lewis R. Carluzzo.  Approximately 40 government and private sector tax practitioners and Tax LL.M. students attended the event.  Judge Leyden, appointed to the Tax Court in June, shared her observations from the perspective of a judge versus as a practitioner.  Judge Carluzzo gave a presentation about the Tax Court Rules and recent developments. Judges Leyden and Carluzzo joined the networking reception for attendees after sharing their remarks.

FBA Section on Taxation:
An Evening with the Judiciary

On September 26, 2016, the Section on Taxation held an event at 1095 Avenue of the Americas in New York for United States Tax Court Judge, John O. Colvin.  Approximately 45 tax practitioners and tax LL.M. students attended the event.  Judge Colvin shared information about his experience serving on the United States Tax Court and also provided information regarding the Court’s opinion review process.  Judge Colvin joined the networking reception for attendees after sharing his remarks.


FBA Section on Taxation:
Young Tax Lawyers Group Hosts a Summer Networking Event




On July 19, 2016, the Section on Taxation’s Young Tax Lawyers Group held its fifth event for the 2015-16 fiscal year with a summer networking event at Penn Quarter Sports Tavern. The happy hour brought together a diverse group of tax attorneys from both the public and private sector. The FBA Young Tax Lawyers Group is planning several networking events in the fall.


FBA Section on Taxation:
Habitat for Humanity





FBA Section on Taxation attorney volunteers at the Habitat for Humanity build day.


On June 15, 2016, section members joined Habitat for Humanity to help build affordable housing for low and moderate income DC residents.

FBA Section on Taxation:
FBA Tax Miami's Evening with the Judiciary



United States Tax Court Judge Albert G. Lauber


On June 7, 2016, the Section on Taxation sponsored an event in Miami for Judge Albert G. Lauber. Approximately 30 tax practitioners attended the event. Judge Lauber discussed year-end tax legislation that affected the Tax Court, as well as an update on the Tax Court's Rules Revision project. Judge Lauber joined the network reception for attendees after sharing his remarks.

FBA Section on Taxation:
28th Annual Insurance Tax Seminar






On June 2-3, 2016, the Federal Bar Association Section of Taxation held the 28th Annual Insurance Tax Seminar. The Seminar is held in conjunction with the IRS Office of Chief Counsel. We had record-setting attendance this year and an overall great Seminar headlined by an outstanding keynote speaker, Mark Mazur, Assistant Secretary of Treasury for Tax Policy. The Insurance Tax Seminar presents a unique opportunity for meaningful dialogue between government personnel and private sector specialists on a variety of federal income tax issues affecting insurance companies and their policyholders.

The panels include the IRS and Treasury experts on the relevant topic. This year’s Seminar included discussions on life, health and property casualty industry tax issues, updates on guidance from the Insurance Branch of the Office of Chief Counsel, a plenary session on the impact of NAIC (National Association of Insurance Commissioners) regulatory guidance on federal income tax issues, a panel on the Administrative Procedure Act and deference to the IRS and a variety of timely topics impacting multinational insurance companies such as the BEPS (Base Erosion and Profit Shifting) project, transfer pricing, the new proposed inversion and debt/equity regulations and the new U.S. Model Tax Treaty, in addition to other topics. Next year’s Seminar is scheduled for June 1-2, 2016 at the J.W. Marriott in Washington, DC.

FBA Section on Taxation Careers
in Tax Law Panel



On April 22, 2016, the Section on Taxation, co-sponsored an event at the Georgetown University Law Center, in association with the Georgetown Law LL.M. Tax Council student organization. The esteemed panel offered a unique retrospective discussion on important aspects of their careers, while also providing present and future perspectives for law students considering a career in tax law, as well as valuable insights for the practicing attorneys in attendance.



 

The panelists included (Seated L.-R.) the Honorable Judge Albert G. Lauber, United States Tax Court; Pam Olson, US Deputy Tax Leader and Washington National Tax Services (WNTS) Practice Leader, PwC; Armando Gomez, Partner, Skadden, Arps, Slate, Meagher & Flom LLP, Washington, D.C.; and Barbara Young, Vice President, Global Tax Accounting & Compliance, Marriott International, Inc., along with moderator and FBA member (Standing) Richard Lilley, Washington National Tax Services (WNTS), PwC.

The Women in Tax Law Group
Hosts a Spring Networking Event


On April 28th, Women in Tax Law invited Katie Ahern, Director of the Business Start-Up Clinic at Roger Williams University School of Law and professor at University of Rhode Island, to speak about self-promotion and personal marketing. During the presentation, Ms. Ahern provided strategies and tips to best track personal achievements accomplished through the year and how to leverage those achievements within your office or in the market.

Ms. Ahern went on to share personal anecdotes about how she obtained notoriety with partners at her previous firm, Hinkley Allen, as well as with clients. Ms. Ahern served as President of the Rhode Island Women’s Bar Association and remains passionate about issues women face in the legal profession. We hope to have her back in the future! 

FBA Section on Taxation
Law Day Program 

 
United States Tax Court Judges Juan Vasquez and Maurice Foley with students from Eastern Senior High School.

 
FBA Section on Taxation attorney volunteers at Jones Day.

The Federal Bar Association Section on Taxation’s “Law Day” program was held at the United States Tax Court on April 5, 2016. More than 40 individuals were served by the outreach program, including 30 students from Eastern Senior High School in Washington, DC and 15 FBA attorney volunteers.

The event began with a breakfast at the Tax Court where the students interacted with the FBA volunteers and Tax Court attorneys. Following breakfast, the students were given a tour of the Court. The students also watched a video on the Court’s electronic courtroom and a primer on filing a petition with the Court. Four Tax Court Judges shared stories with the students about their life experiences, provided career advice to the students, and answered the students’ questions. Each judge had a unique background, which included overcoming obstacles, and a less than straightforward path to their current position. The students were highly engaged with the judges, and truly seemed to enjoy the experience. Judge Foley showed a number of students the robing room. Students also viewed the Court Conference Room where the judges deliberate Court-wide opinions.

After departing the Tax Court, the program continued at the Washington, DC office of Jones Day. The afternoon event took place in Jones Day’s roof-top conference room featuring views of the U.S. Capitol. The students enjoyed a buffet lunch and dined with the FBA volunteers. After lunch, a panel featuring several prominent tax attorneys from a variety of backgrounds took place. The attorneys discussed their current roles, path to their current positions and advice for the students. The students asked questions about the role of the government, the recent tax cases involving bank secrecy, and what they needed to do to prepare for their careers. The program concluded after the panel at Jones Day and the students returned to school.

FBA Young Tax Lawyers Symposium

 
 

On April 1, 2016, the Federal Bar Association cosponsored the Young Tax Lawyers Symposium with the American Bar Association Section of Taxation and ABA Young Lawyers Division. The Symposium provided young attorneys and students an opportunity to hear from practitioners and federal judges on a variety of issues that are not covered in most law school courses. Topics discussed included the basics of IP tax law, privilege issues in Tax Court, the evolution of a criminal tax case, and an introduction to choice of forum in tax litigation. This event featured 16 prominent speakers from the public and private sectors, including U.S. Tax Court judges, the Joint Committee on Taxation, law firms, and accounting firms. More than 55 individuals attended this packed event hosted at Caplin & Drysdale. A networking reception followed at Rural Society.

FBA Tax Chicago’s Evening with the Judiciary

 
United States Tax Court Judge Tamara W. Ashford

On March 16, 2016, the Section on Taxation co-sponsored an event at Northwestern University School of Law for Judge Tamara W. Ashford. Approximately 50 tax practitioners and tax LL.M. students attended the event. Judge Ashford shared information about her experience serving on the United States Tax Court and also provided advice to attorneys appearing before the Court. Judge Ashford joined the networking reception for attendees after sharing her remarks.

2016 Tax Law Conference

 
 
 
 
 

Pictures by: Derek Squires/Tax Analysts

The Section on Taxation held the 40th Annual Tax Law Conference on March 4, 2016 in Washington. This year’s conference featured more than 70 speakers from the Federal government, including the Chief Counsel of the IRS, the Acting Assistant Attorney General of the Department of Justice Tax Section, and the Commissioner of the IRS. More than 500 attorneys from the government and private practice attended this conference, which focused on all aspects of civil and criminal tax law.
For more pictures, clear here.

The Research Tax Credit Under Section 41: Legislative Update and Guide to Claiming and Defending the Credit

On February 4, 2016, the Section on Taxation hosted a live CLE program and webinar: “The Research Tax Credit Under Section 41: Legislative Update and Guide to Claiming and Defending the Credit.” The program featured panelists Warren Payne, Senior Advisor, Mayer Brown LLP; Alex Sadler, Partner, Ivins, Phillips & Barker; and Urvi Doshi Sood, Director of Tax Planning and Senior Tax Counsel, Lockheed Martin Corporation; and was moderated by Christine Hooks of Mayer Brown LLP. Tax attorneys from both private practice and government attended in person and online to hear the panelists’ valuable insights on recent legislative changes as well as practical advice on claiming, documenting, and defending the credit.

Young Tax Lawyers Group Hosts a Winter Networking Event

 

The Section on Taxation’s Young Tax Lawyers Group held its third event for the 2015-16 fiscal year in February with a winter networking event at Penn Quarter Sports Tavern. The happy hour brought together a diverse group of tax attorneys from both the public and private sector. The Young Tax Lawyers Group will be hosting a substantive tax panel at PwC in April. Additional details about the April event will be provided soon.

Please contact Kent Stackhouse , Robert Russell , or Drew Cummings if you would like to learn more about the Young Tax Lawyers Group or be included in our email list.

Young Tax Lawyers Group Hosts
Holiday Event

 
 

By Drew Cummings:

The Section on Taxation’s Young Tax Lawyers Group held its second event of the 2015-16 fiscal year with a happy hour in December at Blackfinn Ameripub. The happy hour brought together a well-rounded group of both public and private sector tax lawyers. Those who braved the rainy weather were treated to great happy hour drink specials and what some have called the best bar food in town. We have a February event in the works that will include a happy hour followed by a Georgetown basketball game.

Look out for information about the next Young Tax Lawyers Group event. Please contact Kent Stackhouse , Robert Russell , or Drew Cummings  if you would like to learn more about the Young Tax Lawyers Group or be included in our email list.
 

Young Tax Lawyers Group Hosts Fall Event

 

By Kent P. Stackhouse:

The Section on Taxation’s Young Tax Lawyers Group kicked off the 2015-16 fiscal year with a fall happy hour in October at Penn Quarter Sports Tavern. The happy hour was one of our highest attended events in recent memory and brought together a well-rounded group of both public and private sector tax lawyers, in addition to a great turnout of local law students. We have a December happy hour in the works, and plan to host happy hours during the spring and summer as well as at least one substantive tax panel.

Look out for information about the next Young Tax Lawyers Group event. Please contact Kent Stackhouse at kent.stackhouse@bakermckenzie.com, Robert Russell at rmr91@georgetown.edu, or Drew Cummings at dcummings@ustaxcourt.gov  if you would like to learn more about the Young Tax Lawyers Group or be included in our email list. .



St. Louis Chapter and Section on Taxation
Co-Sponsor Tax Controversy Panel

 
                 (Left to right: Crowe, Ryan, Haller, Buch, Curtin)

On October 20, 2015, the St. Louis Chapter and the Section on Taxation co-sponsored a CLE program at the St. Louis University School of Law entitled “Litigating Tax Controversies: Views from the Bench, Government, and Bar.”

The panel discussion, moderated by SLU Law Professor Kerry A. Ryan, featured insights from the Honorable Ronald L. Buch, United States Tax Court; Stephen Haller, Associate Area Counsel, IRS Office of Chief Counsel; James E. Crowe, Jr., Criminal Chief, U.S. Attorney’s Office (former Trial Attorney with the U.S. Department of Justice, Tax Division); and David Curtin, Partner, Morgan Lewis & Bockius LLP (also a former Trial Attorney with the DOJ Tax Division).
 
Approximately 60 practitioners and law students attended the program, which was followed by a networking reception on the top floor atrium of the law school.

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