Events & Training

This live webinar will review recent fiduciary litigation cases from across the country to identify trends and learn lessons as fiduciaries and their advisors navigate present challenges.

This webinar discusses the redesigned Form 990, which must be filed annually by virtually all tax-exempt organizations.

This webinar focuses on the rules governing the source of income under the Internal Revenue code and U.S. income tax treaties for various classes of income and their significance in international tax planning.

This webinar discusses planning for the elimination of the estate tax, the expansion of the Roth IRA rules, and new guidance addressing various uses of IRA assets.

This webinar discusses Colorado's adoption of a different approach that entirely avoids the physical presence rule.

This webinar focuses on the tax and business characteristics of business trusts and how they fit into the menu of entity choices that businesses have on formation. 

This live webinar will focus on the various investment options and regulatory requirements facing IRAs today.

This webinar offers practical guidance concerning Schedule UTP.

This webinar discusses N.O.L. Poison Pill Plans, the successful initial defense of such Plans in Selectica, and what factors should be examined when considering the adoption of N.O.L. Poison Pill Plans.

This live webinar will discuss Section 179D, the qualifications, tax credits, and more.

This webinar is designed for non-international tax professionals (with some international tax experience) and will focus on the U.S. tax issues that those seeking to expand internationally will face. 

This webinar discusses various benefits, starting with the mini or solo 401(k) and health plans, and follows with a discussion on benefits for which S corporation shareholders are not treated as partners.

This live webinar will cover the results of BNA’s 2010 Survey of State Tax Departments. The survey clarifies each state’s position on income and sales tax nexus.

This webinar is designed for non-international tax professionals (with no international tax experience) and will focus on the U.S. tax issues that those seeking to expand internationally will face.

View this webinar and learn the income tax issues that arise when liabilities, including seller-provided financing, are part of a transaction and the fundamental income tax principles used to resolve these issues. 

The 2010 Patient Protection and Affordable Care Act, along with the 2010 Health Care and Education Reconciliation Act is poised to dramatically alter the health care delivery landscape.  Join BNA and the 'Big Four' for this can't-miss webinar!

The webinar includes a thoughtful discussion of the important differences in the laws related to secured financing and the tax considerations that lenders and borrowers should consider.

This webinar provides insights into the future of health plans and identify new opportunities, challenges, and requirements.

This webinar focuses on the alternatives available to maximize tax refunds that result from Ponzi Scheme losses and to minimize administrative delays at the Internal Revenue Service.

This webinar explores tax and nontax aspects of the domestic APT and how this vehicle may meet a client’s planning needs.

This webinar explains what constitutes “unclaimed property,” covers recent legal trends with respect to unclaimed property, provides an overview how unclaimed property laws evolved to their present state, and more.

This Webinar focuses on primary structures, medical and tax law considerations, and both conventional and innovative planning opportunities that are not always obvious to legal, tax and accounting practitioners.

This webinar discusses asset protection planning strategies in the current economic environment and compare techniques used to protect liquid assets (cash & publicly traded securities) and those used to protect immovable assets such as real property.

This webinar discusses considerations for foreign issuers who have gone public in the U.S. and recent developments, including part of the SEC's Foreign Issuer Reporting Enhancements.

This panel of experts from the IRS and a leading law firm analyze new IRS guidance on correcting §409A plan document failures and will discuss opportunities and potential pitfalls under the guidance.

Courts provide helpful guidance and clarity for the Research & Development Tax Credit during 2009.

This 90-minute Webinar covers the types of incentives available, offers pointers for negotiating tax credits with state governments, and addresses other issues such as claw backs and the transfereability of these incentives.

This Webinar brings together professional advisors and panelists from the IRS will explore some of the most complex of the US rules, to include the provisions relating to expatriation, community property and foreign trusts.

This recorded Webinar explores steps taken by the 2009 American Recovery and Reinvestment Act that stimulated spending and granted targeted tax relief.

This live Webinar will explore the long-term financings of renewable energy projects, and will focus on wind and solar changes enacted from the American Recovery and Reinvestment Act of 2009.

This Webinar focuses on the strengths and weaknesses of the proposal recently released to overhaul the outdated and burdensome California state tax system.

“Recession” doesn’t have to equal “regression” for tax aware companies.  This event addresses how to managing incentives and grants to avoid clawbacks, penalties and missed opportunities.

This live Webinar will provide insights sensitive to the disparate requirements of multiple corporate tax regimes and examples of corporate structure in which a taxpayer would likely prevail if challenged by a state tax agency.

This recorded webinar will explore the valuation discounts available for hedge fund interests and how the discounts enhance wealth transfer strategies.

This recorded webinar addresses estate planning initiatives geared towards minimizing risks and stabilizing the security of assets in an unsettled economy.

On the heels of the global banking crisis, this recorded webinar addresses interest rates that must be used for intra-family loans as well as the implications and impact of various transactional rules.

This recorded webinar addresses both Section 108(i) and the proposed regulations under this Section dealing with forgiveness of debt of an S corporation.

This recorded webinar covered what investors who suspect they have been involved in a fraudulent investment should be aware of and how specific details can impact their personal tax situation

This recorded webinar identified opportunities to use a like-kind exchange to defer otherwise taxable gain from the sale of real property and other assets.

This recorded webinar discusses how changes will impact lessees’ balance sheets and overall business, and what lessees and lessors must do to prepare for these changes. 

This recorded webinar examines various aspects of employee benefits and executive compensation at a time when the rules were evolving in response to changing business and economic pressures.

This recorded webinar shows attendees how to better identify state provisions that will benefit their clients or those that could be punitive.

This recorded webinar reviews unilateral U.S. enforcement efforts against overseas bank accounts, administrative and regulatory changes, diplomatic efforts and actions by international organizations, and proposed legislative initiatives to tackle the problem of taxpayers using offshore accounts to evade taxes.

This recorded webinar focuses on the opportunities for S corporations in the recent American Recovery and Reinvestment Act of 2009 and the opportunities or risks shareholders may expect from Congress and the Obama administration.

This recorded webinar focuses on the impact of Grantor Trust treatment on the menu of estate planning techniques and illustrates how complex tax planning techniques can be compared and contrasted simply and effectively.

This recorded webinar will give an in-depth update on important tax law developments in New Jersey. 

This recorded webinar discussed the yet-to-be-agreed upon tax provisions designed to provide tax relief for families and businesses, create jobs, and incentivize investments in alternative energy sources.

This recorded webinar discusses the IRS’ recently released final and temporary regulations (the "Regulations") dealing with whether contract manufacturing arrangements entered into by a controlled foreign corporation ("CFC") will constitute manufacturing for Subpart F purposes.

This recorded webinar discusses and reviews The Throwout Rule, UDITPA, and more.

This recorded webinar discusses and reviewes congressional events and possible effects of the President’s tax agenda for S corporations.

This recorded webinar reviewed possible end-of-year plan amendments, new requirements for 403(b) plans and more.

This recorded webinar discusses the framework for international tax planning, fundamental ideas and solutions to plan for tax efficient foreign operations, and planning to avoid Subpart F and other issues.

This recorded webinar discusses and reviews the tax benefits and traps of family limited partnerships and LLCs.

This recorded webinar discusses the similarities and differences between U.S. transfer pricing and customs valuation, the potential for different outcomes, and the opportunity to achieve a consistent result.

This recorded webinar discusses how plan sponsors of troubled plans can self correct problems or reach an agreement with the IRS using the various voluntary programs and procedures that make up the IRS’s popular Employee Plans Compliance Resolution System (EPCRS).

This recorded webinar discusses the newly amended Section 6694, focusing on the specific changes and proposed regulations of concern to tax professionals.

This recorded webinar discusses the impact of the new Form 990 requirements on governance issues for nonprofits.

This recorded webinar focuses on exempt organizations and provides a detailed review of guidance issued by the Internal Revenue Service implementing provisions of the Pension Protection Act of 2006 (“PPA”), including the rules for donor advised funds and supporting organizations.

This recorded webinar of estate, gift and trust planning provides a detailed review of major developments important to estate and trust practices. Among other developments, the program reviews developments in Family Limited Partnerships, as well as new regulations or proposed regulations, the deductibility of trust expenses and the Generation Skipping Transfer Tax.

Section 409A, enacted in late 2004, imposed an entire new set of rules defining how almost all deferred compensation arrangements (including but not limited to standard deferral agreements, employment agreements, change of control agreements, severance plans, and supplemental retirement plans) can be structured, changed, and documented.