Events & Training



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Webinars

DOL Targets Hidden Retirement Plan Fees - The New Standard of Disclosure for Fiduciaries and Service Providers
Date: September  16,  2010
Time: 12:30 pm -2:00 pm EDT
Speakers: Andrew L. Oringer and Linda K. Shore

The DOL has released the latest entry in its comprehensive regulatory initiative to address fee transparency in service provider arrangements with ERISA plans.  Under the DOL’s new “interim final” rules, certain plan service providers will be required to provide advance disclosure of compensation-related information to the hiring fiduciary as a condition of obtaining exemptive relief for the service arrangement under Section 408(b)(2) of ERISA. This 60-90 minute webinar will discuss the ramifications of the new rules.

The Latest U.S. International Tax Legislation: What You Need to Know About H.R. 1586
Date: September  21,  2010
Time: 11:00 AM - 12:30 PM ET
Speakers: Cyndi Lafuente, Kevin Levingston, Kristeen Witt, Joseph Calianno, Alan W. Granwell

This live webinar will discuss several modifications relating to the operation of the foreign tax credit.

Applying Internal Audit Best Practices and Principles –Steps to Take Toward a Efficient and Effective Compliance Program
Date: September  27,  2010
Time: 12:30 - 02:00 PM ET
Speakers: Danny Goldberg

This live webinar will offer pracitcal and proven steps to creating a world class audit department.

The Ramifications of Section 108(i) with Regard to Forgiveness of Debt of an S Corporation
Date: September  28,  2010
Time: 12:30 p.m. - 2:00 p.m. EDT
Speakers: Lewis Taub

In today’s economic environment many companies are being allowed by creditors the opportunity to restructure debt. For an S corporation and its shareholders, there are several significant tax provisions which could impact the results of a debt discharge or debt modification. This webinar will address these provisions with emphasis on both Section 108(i) of the Internal Revenue Code and the recently published temporary and proposed regulations on that section.

Codification of the Economic Substance Doctrine: Issues, Uncertainties, and Application
Date: September  29,  2010
Time: 12:30 - 02:00 PM ET
Speakers: Gary Vogel, Marjorie Rollinson, David Garlock, Kevin Richards

This live webinar will focus on the key transactional issues presented by Section 7701(o) and will include a discussion of common transactions raising potential EST application issues.

Conferences & Seminars

14th Annual Mexico Tax Update
A two day technical update with group live instruction on Tax Developments and Strategies in Structuring Domestic & Cross-border Corporate Mergers and Acquisitions
September  20 & 21,  2010 —  San Diego,  CA

Introduction to Taxation of Financial Products & Derivatives
A two-day introductory seminar with group live instruction that will discuss the basics and the latest developments for corporate finance executives, financial institutions and institutional investors who use, market or invest in financial products and derivatives
September  20 & 21,  2010 —  Houston,  TX

U.S. Tax Accounting Primer
A two-day entry level course on basic tax accounting principles and concepts for accountants, attorneys, enrolled agents and other tax practitioners.
September  20 & 21,  2010 —  San Diego,  CA
October  04 & 05,  2010 —  Houston,  TX

Advisory Board Meetings

BNA Tax & Accounting invites you to attend Advisory Board Meetings which are held regularly to discuss key issues in U.S. income, corporate, estate planning, compensation planning, real estate, and international taxation. These meetings are free of charge to BNA subscribers and their special guests. The meetings begin at 5:30 PM in the Waldorf=Astoria Hotel in New York City. A reception follows at 7:00 PM. Click here for more information about earning CLE and CPE credits.

2010 Schedule of Advisory Board Meetings: 

Meeting Dates State Agenda Location*
January 28, 2010 New York, NY Corporate Taxation Beekman Suite
February 18, 2010 New York, NY International Taxation Beekman Suite
March 25, 2010 New York, NY Estates, Gifts & Trusts Park Avenue Suite
April 29, 2010 New York, NY U.S. Income Beekman Suite
May 20, 2010 New York, NY Compensation Planning Beekman Suite
June 24, 2010 New York, NY Real Estate Beekman Suite
July 22, 2010 New York, NY Corporate Taxation Beekman Suite
August 19, 2010 New York, NY International Taxation Beekman Suite
September 21, 2010 New York, NY Estates, Gifts & Trusts Beekman Suite
October 21, 2010 New York, NY U.S. Income Beekman Suite
November 18, 2010 New York, NY Compensation Planning Beekman Suite
December 9, 2010 New York, NY Real Estate Beekman Suite

* Room Location May Change

For information on specific Advisory Boards and meetings, please click on one of the links to the left.  To register for an Advisory Board Meeting, please contact Sandra Mackall.

Live Conferences

In 2009, BNA Tax & Accounting expanded its own internal live conference offerings with the acquisition of CITE, Atlas, and The Structured Finance Institute (SFI), known globally for their excellence in delivering the highest quality live conferences on U.S. and international tax concerns.

For a complete listing of our U.S and international tax conferences, visit the Cite homepage.

Calendar

BNA Tax & Accounting's annual Federal Tax Calendar provides day-by-day reminders of important tax and accounting happenings. Access your calendar here.