| SWEEPING CHANGES IN CORPORATE TAX LAW
Sponsored with the Massachusetts Bar Association
Please Note: This course has already
been held.
Date: Friday, September 19, 2008
Location: Suffolk University Law School, 120 Tremont St., Boston, MA
Time: 09:00 AM - 01:00 PM
Faculty
Schedule/Agenda
Registration Information
Unable to attend but are interested in the course materials?
Purchase Here! |
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Earlier this year, Governor Deval Patrick signed into law sweeping changes that are as dramatic as any since the corporate income tax was first enacted in 1920. The core of the reform package comprises adoption of combined or “unitary” reporting, and conformity to the federal rules that provide for largely-elective tax characterization of entities, both to take effect in 2009. The changes will deeply affect business entities ranging from large public companies to closely-held businesses of modest size.
Our program will draw on a faculty that includes not only leading experts in Massachusetts tax, but also general business lawyers, prominent authorities on state tax policy and its economic consequences, and a well-known commentator and observer of the national tax scene from State Tax Notes. It is aimed principally at attorneys – general business practitioners and also generalists within tax – who need to appreciate how these reforms will change the tax planning environment and the decision tree for business structuring.
Attend and Learn:
- How the trends in planning and in tax administration gave rise to the new law
- How it differs from the other so-called “loophole closers” adopted over the last few years
- What drives the heated debate that is brewing over tax policy and economic development at the state level, in the context of the new law
- How the new law affects local, multistate and international businesses
- Why the Massachusetts Business Trust is an endangered species
- What pitfalls and opportunities to look for in transition to the new tax environment
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Navjeet Bal, Commissioner
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Department of Revenue, Boston, MA |
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Sarah H. Beard, Esq.
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Pierce Atwood, LLP, Portland, ME |
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Kevin W. Brown, General Counsel
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Department of Revenue, Boston, MA |
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Professor Meredith Conway
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Suffolk University Law School, Boston, MA |
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David S. Davenport, Deputy Commissioner
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Senior Policy Counsel, Department of Revenue, Boston, MA |
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Joseph X. Donovan, Esq.
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Sullivan & Worcester, Boston, MA |
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Patricia Ann Metzer, Atty.
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Vacovec Mayotte & Singer LLP, Newton, MA |
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David Nagle, Esq.
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Sullivan & Worcester, Boston, MA |
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Robert Tannenwald, Vice President and Director
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New England Public Policy Center, Federal Reserve Bank, Boston, MA |
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Michael J. Widmer, President
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Massachusetts Taxpayer Foundation, Boston, MA |
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Risa D. Williams, Editor In Chief
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State Tax Publications, Tax Analysts, Fall Church, VA |
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| S C H E D U L E / A G E N D A |
| 9:00 |
WELCOME AND INTRODUCTIONS |
| Navjeet Bal, Moderator
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| 9:10 |
UNITARY COMBINED REPORTING AND CLASSIFICATION OF BUSINESS ENTITIES: A FEDERAL AND MULTISTATE FRAMEWORK; THE ECONOMICS OF COMBINED REPORTING; AND THE NATIONAL PICTURE |
| Professor Meredith Conway, David S. Davenport, Robert Tannenwald, Michael J. Widmer and Risa D. Williams
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| 10:00 |
PANEL DISCUSSION AND Q & A |
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| 10:10 |
DEVELOPMENTS IN MASSACHUSETTS TAX PLANNING |
- State Tax Planning in the 1980’s-The Geoffrey Paradigm
- Comprehensive Structural Planning in the 1990’s and Beyond-The “State Tax Minimization” Paradigm
- Check the Box Conformity
Kevin W. Brown and Joseph X. Donovan
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| 10:40 |
PANEL DISCUSSION AND Q & A |
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| 11:05 |
CHANGES IN MASSACHUSETTS PRACTICE UNDER THE NEW LAW |
- How do the New Unitary Provisions Work?
- What Controversies Can be Expected to Arise in the Application of the New Rules?
- Will Complex, Tax-Motivated Structures Be Simplified?
- Impact on S Corporations and Business Trusts
Sarah H. Beard, Kevin W. Brown, David S. Davenport Patricia Ann Metzer and David Nagle
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| 12:40 |
PANEL DISCUSSION AND Q & A |
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| Date: |
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Friday, September 19, 2008 |
| Tuition: |
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Tuition is $249; $199.00 for Suffolk Alumni, attorneys admitted after 2005 and members of the Massachusetts Bar Association. IMPORTANT INFORMATION IF YOU'RE PAYING WITH A CHECK:
Suffolk University processes checks electronically using the information on the check to create an electronic funds transfer. Each time you send a check, you authorize a one time transfer of funds to be electronically withdrawn from your bank account. You will not receive your cancelled check as Suffolk University is required to destroy the check after it has been processed. For more information please contact the Office of the Bursar at 617-573-8407.
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| Walk-Ins: |
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Space is limited. Registrations at the door are welcome, but please register in advance to reserve a seat and your written course materials or call to confirm space availability.
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| Refunds: |
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Written requests for cancellations received via fax or email 24 hours prior to the program will be granted a refund, minus a $15 charge. If you cannot attend, you may send a substitute, otherwise you will receive the written course materials.
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| Location: |
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Suffolk University Law School, 120 Tremont St., Boston, MA
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| Credit: |
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Approved for CLE Credit in RI, NH, VT & ME.
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Special
Needs: |
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If you have special needs addressed by the Americans with Disabilities Act, please notify us as soon as possible.
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Directions to the Law School.
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Unable to attend but are interested in the course materials?
Purchase Here! |
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