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Information Distributed at Meetings

January 7, 2013

• Splitting Tax Liability Is Harder than Splitting Up
• Custody Solutions Resume

November 18, 2011 (All PDF files - )

• Executive Benefits Overview
• One-Way Buy-Sell Agreement
• Executive Bonus Arrangements
• Restricted Executive Bonus Arrangement
• Put New York Life On Your Payroll!

November 8, 2011

• Congressional Budget Office - Preliminary Analysis of the President's Budget for 2012 (weblink)

May 11, 2010

• An Introduction to Roth IRA Conversations

• The Roth Conversion Decision 
• The Health Care Surtax

April 14, 2010

• Jennifer A. Gellner, LL.M. biography
• Audit and Appeals
• Assessment Audit and Appeals

January 13, 2010

• Western States Bar Liaison meeting

• IRS Voluntary Disclosures Q & A

October 14, 2009

• Section 2036 Inclusion

February 11, 2009

• Western States Bar Association Meeting 

January 13, 2009 Meeting

• Choice of Entity
• Kevin E. Branson 

January 9, 2008

• IRS Notice 2008-13

March 8, 2006

• IRC §704(c) - Partnership Allocation - the Basics