Tax Law Update: 5 General Hours

Courses Included

• Tax Law: Estate Planning and Trusts
  
  

  Attorneys Bryan Howard and Branch Howard will give tax lawyers insight into TN Trust laws. The laws in TN are very favorable to utilizing trusts. Some of the different types of trust discussed by the speakers include Self-Settled Trusts, Revocable Living Trusts, Third Party Trusts, and Benefits of Beneficiary Controlled Trusts.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Branch Howard, Brown Brothers Harriman & Co, Nashville
  • Bryan Howard, Holland & Knight LLP, Nashville
    BRYAN HOWARD is a co-founding member of Howard Mobley Hayes & Gontarek, PLLC. He assists high net worth families with wealth transfer planning, tax reduction planning, charitable giving and asset...
• Tax Law: 1031 Conversions
  
  

  The tax deferred exchange, as defined in Section 1031 of the Internal Revenue Code of 1986, as amended, offers investors one of the last great opportunities to build wealth and save taxes. In this session the speaker will help you to understand 1031 exchanges. Some topics discussed include Review IRC Section 1031 Rules, Recent Changes to IRC Section 1031, and Advanced Issues in IRC Section 1031.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Claudia Kiernan , Investment Property Exchange Services, Inc. ,
    Claudia, Vice President, is located in IPX1031®’s St. Augustine, Florida Regional Processing and Sales Headquarters office. Claudia’s real estate industry experience spans over 15 years. Prior to...
• Tax Law: TN Tax Regulation Project and Legislative Update
  
  

  This session will include updates on the repeal of the Hall Income Tax and an update on the Tennessee Tax Regulation Project. Kristin Husat and Lauren Fields from the TN Dept. of Revenue will discuss the rulemaking process. They will give an update to Administration Rules, Business Tax Rules, and Sales and Use Tax Rules. Then Richard Roberts and David Gerragamo from the TDOR will give a Legislative Update. Some of the topics discussed include Hall Income Tax, Franchise and Excise Tax, Professional Privilege Tax, and Fantasy Sports.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Lauren Fields, Tn Dept. of Revenue, Nashville
    Lauren Fields is an Associate General Counsel and Assistant Director for Legal with the Tennessee Department of Revenue. Lauren assists the Department’s General Counsel in managing legal office...
  • David Gerregano, Tennessee Department of Revenue, Nashville
    David Gerregano is the deputy commissioner of the Tennessee Department of Revenue.  David oversees various departmental functions, including the audit division, enforcement, and taxpayer...
  • Kristin Husat, Department of Revenue, Germantown
    Kristin Husat serves as Assistant Commissioner & General Counsel for the Tennessee Department of Revenue. As Assistant Commissioner, she supervises the Department's Legal Office, Hearing Office, and...
  • Richard Roberts, State Of Tennessee, Dept. Of Revenue, Greeneville
    In January 2011, Governor Bill Haslam appointed Richard H. Roberts as Commissioner of the Tennessee Department of Revenue. The Department of Revenue is responsible for the administration of...
• Tax Law: Sales and Use Tax
  
  

  This presentation will discuss cloud technologies, cloud policy, and the current cloud landscape. The presenters will go over technology advancements that impact tax policy.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Christine Lapps, TN Department of Revenue, Nashville
    Christine is a Senior Manager who has over 20 years of experience in state and local taxes. Christine joined EY in 2006. Prior to working for EY, Christine worked for the Tennessee Department or...
  • Bruce Shanks Jr., Ernst & Young, LLP, Nashville
• Tax Law: New Partnership Audit and Collection Rules
  
  

  This session will provide you with detailed information on the changes to the regulations governing Partnership Tax audits by the IRS and why you may need to amend all partnership and LLC operating agreements by 2018. The speaker will discuss the Bipartisan Budget Act of 2015, New Partnership Audit Rules, New Default Rule, Alternatives to Payment of Imputed Underpayment by a Partnership, and IRS Notices and Statute of Limitations for Partnership Adjustments.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • J. Leigh Griffith, Holland & Knight LLP, Nashville
    In his more than 35 years of practicing tax and business law, Leigh Griffith has helped clients grow their businesses from the start-up stage to billion-dollar corporations. Transaction-oriented...