ACTEC Fellows

Join Cathy Hughes with the Department of the Treasury, Karlene Lesho with the IRS Office of Chief Counsel, and Beth Kaufman with Lowenstein Sandler for a robust discussion about recent guidance, the IRS business plan, and comments received pursuant to Notice of Proposed Rulemaking (NPRM). The panelists also will walk through the process of how tax guidance becomes "official guidance."

Speakers: Justin T. Miller (Moderator), Catherine V. Hughes, Karlene M. Lesho, Beth Shapiro Kaufman

This session will provide guidance from a litigator, appraiser, and Tax Court Judge on analyzing and commenting on valuation reports. The session will focus on assisting the Wealth Transfer Advisor in understanding and refining appraisals to ensure that gift, estate, and generationskipping transfer tax returns are prepared in a manner that is most defensible in audit and in Tax Court. The session will also include a discussion of the role of advisors in reviewing appraisal reports in detail, the backbone of appraisals and the type and extent of review of the appraiser's analysis and conclusions.

Speakers: Carsten Hoffmann, Stephanie Loomis-Price, The Honorable Cary Douglas Pugh

Lawyers occasionally live and work, part-time or full-time, in a jurisdiction in which they are not licensed to practice. Working remotely is now an integral part of many firms, large or small. It may be part of your plan to adjust your work-life balance or even to partially retire and work part-time. But how do ethical rules come into play when a lawyer works in a jurisdiction where he or she is not licensed? Is it an unauthorized practice of law? Should you be concerned? What steps do you need to take to practice ethically?

Join us for an in-depth discussion of the ethical and practical considerations you need to consider when working or recruiting attorneys who reside permanently or temporarily in another state or even another country, or choose to work outside a physical office structure.

Speakers: Lora L. Brown, Jack Metzler, Robert E. Temmerman