THE GRADUATE TAX PROGRAM AT NEW YORK LAW SCHOOL ANNUAL TAX LAWYERING WORKSHOP (TAX 403)

 FRIDAY, APRIL 18, 2008

WELLINGTON CENTER,  5TH FLOOR,  NEW YORK LAW SCHOOL 8:30 AM TO 2:00 PM

TOPICS FOR 2008:

TAX STRATEGY PATENTS AND FINANCIAL INSTRUMENTS ESTATE ADMINISTRATION – ETHICAL ISSUES FOR LAWYERS THE NEW TAX RETURN PREPARER STANDARDS – MORE QUESTIONS THAN ANSWERS ?

APPROVED FOR 5.5 HOURS OF NEW YORK CLE ETHICS CREDIT – SEE BELOW

PROGRAM OUTLINE

BREAKFAST AND REGISTRATION

8:30 am to 9:00 am   Breakfast and Registration

WELCOME

9:00 am to 9:05 am      

FIRST SESSION  - WORKSHOP CLASS

9:05 am to 10:40 am

Tax Strategy Patents and Financial Instruments

Presenter:   Anna Kozoulina, Esq. (NYLS ’00) - Attorney, IRS Office of Chief Counsel. Manhattan Office and Adjunct Professor, New York Law School

Comments:  Professor Ann F. Thomas - Managing Director, Graduate Tax Program at New York Law School

10:40 am to 10:50 am coffee break

SECOND SESSION – PANEL DISCUSSION

10:50 am to 12:05 pm

Estate Administration - Ethical Issues for Lawyers

Panel:

John J. Reddy, Jr., Esq. (NYLS  ’79) - Counsel to the Public Administrator of New York County; Partner, Bekerman and Reddy, LLP, and Adjunct Professor, New York Law School

Marc S. Bekerman, Esq. - Associate Director, Graduate Tax Program and Adjunct Professor, New York Law School

Moderator:  Professor William P. LaPiana - Director of Estate Planning, Graduate Tax Program at New York Law School

12:05 pm to 12:20 pm    Lunch

LUNCH SESSION  - PRESENTATION AND ROUND TABLE DISCUSSION

12:20 pm to 2:00 pm   

The New Tax Return Preparer Standards – More Questions Than Answers ?

Presenter:     Blanche Lark Christerson, Esq. (NYLS ‘86) - Managing Director, Deutsche Bank Private Wealth Management in New York City

Discussants: 

Emily F. Johnson, Esq. - Vice Chair, Tax Practice Management Committee, ABA Tax Section and Adjunct Professor, New York Law School

Mark M. Sexton, Esq. - Senior Vice President and General Tax Counsel, Revlon, Inc., New York

W. Kirk Wallace, Esq. - Tax Partner, Skadden, Arps, Slate, Meagher & Flom  LLP, New York

Moderator:   Professor Ann F. Thomas

CLE credits

New York Law School has been certified by the New York State Continuing Legal Education Board as an Accredited Provider of CLE programs. This program is transitional and has been approved for newly admitted attorneys within the first two years of admission to the Bar as well as for experienced attorneys. The entire Workshop is approved for five and one half (5.5) CLE credit hours in ethics. The First Session is approved for two (2.0) CLE credit hours in ethics, the Second Session is approved for one and one half (1.5) CLE credit hours in ethics, and the Lunch Session is approved for two (2.0) credit hours in ethics.  Program materials will be available in advance through the Graduate Tax Program office (212-431-2334) and at registration. 

A continental breakfast and informal lunch will be provided.

There will be no charge to attend this CLE program.