With legislative and administrative changes on the forefront, and the cutting edge issues faced by the tax practitioner, this year’s Federal Tax Day program is a “must attend” event. You’ll learn from a panel of authoritative tax attorneys and other experts as they focus on timely information and planning tips to help your clients weather the constantly changing tax environment and upcoming developments in the law.

Participate in four dynamic panel discussions focusing on key areas of taxation:

1. Estate Planning
- Brush up on recent developments in the estate tax, e.g, lack of the estate and GST tax, what to advise clients to do in 2010 and prospects for reform.

- Hear a comprehensive estate tax planning update including a discussion of the Black, Price, Petter, Holman, Linton and Heckerman cases, which contain issues involving formula gifting, marital deduction traps, Section 2036 developments, annual exclusion gifting and integrated transactions.

2. Retirement Benefit Planning
- Learn what you need to know about the opportunities and pitfalls in retirement distributions for 2010 and beyond.

- Pick up strategies for dealing with Roth IRA conversions, expected tax rate increases, estate tax repeal and more!

3. Capital Gains Planning in Light of Imminent Rate Increases
- Gain the essentials on efforts by taxpayers to accelerate recognition of long-term capital gains before presently-scheduled rate increases take effect in 2011 and 2013. Find out what you need to know about planning opportunities (and pitfalls) involving the myriad of tax rules for capital gains to be explored in this presentation, including election out of the installment method; contingent payment transactions; S corporation liquidations; maximizing the benefit of loss carryovers; identifying ordinary income "recapture" issues; choosing between a cross-purchase and redemption of a partnership interest; holding period considerations; related party rules; special concerns for qualified subchapter S trusts; and more.

4. Maximizing Tax Benefits Under the Passive Activity Rules
- Learn the standards under which real estate entrepreneurs and other taxpayers may establish material participation in a business or real estate rental activity, including the aftermath of the Tax Court's 2009 decisions in Garnett and Thompson involving the ability of an LLC member to establish material participation. Also covered will be practical planning opportunities involving the choice between aggregation or segregation of activities and maximizing tax benefits upon disposition of passive activities.

Special Luncheon session: enjoy an elegant networking luncheon featuring a timely discussion by Gideon Rothschild, Esq. on Keeping It All in the Family.