JERALD DAVID AUGUST

PARTNER, FOX ROTHSCHILD LLP

SPEECHES

-UPCOMING-

New Tax Preparer Penalties & Enhanced Circular 230 Enforcement: An Advanced Seminar

This course has been rescheduled for JULY 11, 2008

Presented by ALI|ABA

Tax lawyers, tax practitioners & risk managers of law & accounting firms will find this program to be very important for managing their firm's tax practice & avoiding conflicts with clients. Business lawyers, estate planners & other lawyers who occasionally advise clients on tax matters will also find this information extremely important.

Carolyn H. Gray - Acting Deputy Director, Office of Professional Responsibility, IRS

Richard S. Goldstein, Special Counsel to the Associate Chief Counsel, (Procedure & Administration) IRS 

Trevor Ackerman, KPMG

Darryll K. Jones, Professor of Law, Stetson University School of Law

Guy B. Maxfield, Professor Emeritus, New York University School of Law and Senior Counsel, Fox Rothschild LLP

Jerald David August is Moderator of the program

-ARCHIVE-

“Mergers and Acquisitions Involving S Corporations and Their Shareholders” Fox Rothschild Tax Law Review, March 12, 2008, Philadelphia, PA

“Recent Revisions to the Tax Return Preparer Rules Circular 230 and Survey of the Attorney-Client Privilege and Work Product Doctrine in Tax Controversies and Litigation” B’nai B’rith International, Boca Raton, Florida, February 28, 2008

“Recent Revisions to the Tax Return Preparer Rules, Circular 230 and Survey of the Attorney-Client Privilege and Work Product Doctrine in Tax Controversies and Lititgation” Jerald David August and Eric J. Michaels, CPEs for CPAs, February 11, 2008, Roseland, New Jersey

“Ethics in Federal Tax Practice: Tax Planning Scenarios” Ethics and Advocacy: From the Boardroom to the Courtroom, University of Pennsylvania Law School, February 4, 2008

“Recent Revisions to the Tax Return Preparer Rules, Circular 230 and Survey of the Attorney-Client Privilege and Work Product Doctrine in Tax Controversies and Lititgation” ALI-ABA Presents Lee Sheppard on Current Tax Topics, Live Video Webcast Interview, January 23, 2008, Philadelphia, PA


"Choice of Entity Selection in the New Millennium"
"Mergers and Acquisitions Involving S Corporations"
Jerald David August, Chair, Closely-Held Businesses program, 66th NYU Annual Institute on Federal Taxation,  New York, NY, Wednesday, October 24, 2007

"Impact of FIN 48 on Publicly & Privately Owned Businesses"
Jerald David August, Program Chair, Pennsylvania Bar Institute, Philadelphia (Videoconference - Mechanicsburg) September 24, 2007


"Update on FLP Litigation and Important Planning Issues in Forming and Maintaining FLPs for Transfer Tax Purposes"
Institute on Federal Wealth Taxation, Program Chair, Jerald David August, NYU Summer Institute in Taxation, New York, NY, July 26 -27, 2007


"Planning for the Termination of an Interest in a Family Limited Partnership—Withdrawals, Distributions and Other Exit Strategies"
B’nai B’rith International, Philadelphia, PA, June 6, 2007


"Mergers and Acquisitions Involving S Corporations"
Seventh Annual Oregon Tax Institute, Portland, Oregon, May 18, 2007


"Partnership Allocation Issues Under Section 704(b) for the Closely-Held Business: Issuing Interests in Profits and Capital to Service Partners"
Jerald David August & Thomas R. White, III, American Bar Association, Tax Section Meeting, May 11, 2007, Washington, DC


"Planning for the Termination of an Interest in a Family Limited Partnership – Withdrawals, Distributions and Other Exit Strategies"
Pennsylvania Bar Institute, Practical Estate Planning Opportunities Using FLPs, Philadelphia, PA /Mechanicsburg, PA and Pittsburgh, PA, April 11, 18 & 25, 2007


"From Byrum to Bongard….the Long Journey that Section 2036 Has Taken in Moving from Trusts to Family Limited Partnerships for Estate Tax Purposes"
Pennsylvania Bar Institute, Practical Estate Planning Opportunities Using FLPs, Jerald David August, Guy B. Maxfield & Pamela H. Schneider, Philadelphia, PA, April 11, 2007; Jerald David August & Guy B. Maxfield, Mechanicsburg, PA, April 18, 2007; Jerald David August, Guy B. Maxfield, Raymond P. Parker, Pittsburgh, PA, April 25, 2007


"Ethics in Federal Tax Practice: Tax Planning Scenarios", Ethics and Advocacy: From the Boardroom to the Courtroom
University of Pennsylvania Law School, February 5, 2007


"Mergers and Acquisitions Involving S Corporations"
Carnegie Mellon University, Tepper School of Business, Business Valuation and Deal Structure, Posner Hall, Pittsburgh, PA, February 7, 2007


"Mergers and Acquisitions Involving S Corporations"
Caler Donten, Druker and Levine P.A., West Palm Beach, FL, January 19, 2007


"Unwinding the Supposedly Irrevocable Estate Plan", Jerald David August & Mark L. Silow
Second Annual Great Lakes Federal Tax Institute, Cleveland, Ohio, May 12, 2006


"Planning for the Termination of an Interest in a Family Limited Partnership—
Withdrawals, Distributions and Other Exit Strategies"
Jerald David August, Second Annual Great Lakes Federal Tax Institute, Cleveland, Ohio, May 12, 2006


"Will Congress Retain the Estate Tax? Impact on Circular 230 on Estate Planners", Jerald David August & Guy Maxfield, CPEs for CPAs, Green Valley Country Club, Lafayette Hill, PA, June 30, 2006


"Mergers and Acquisitions Involving S Corporations",
65th New York University Annual Institute on Federal Taxation, (Oct/Nov. 2006)


"The Impact of Circular 230 and Tax Shelter Reporting and Disclosure Rules on Privately-Held Companies and Their Tax Advisors"
64th New York University Annual Institute on Federal Taxation, (Oct/Nov. 2005)


“Tax Issues in Forming and Operating Joint Ventures”
ABA – Tax Section Mid-Year Meeting, San Diego, California, January 21, 2005


“Tax Consequences to Transfers of Closely-Held Business Interests Incident to a Divorce”
ABA – Tax Section Mid-Year Meeting, San Diego, California, January 21, 2005


“Evidentiary Privileges Applicable to Accounts and Lawyers in Tax Matters”
FICPA – Broward County Chapter Meeting, Dania, Florida, January 8, 2005


"Avoiding Malpractice in Advising Owners of Closely-Held Businesses"
63rd New York University Annual Institute on Federal Taxation, (Oct/Nov. 2004)


“Conversions From C to S Status”
The 56th Annual Virginia Conference of Federal Taxation, Charlottesville, Virginia,
June 3, 2004


"Utilization of Formula Clauses to Reduce the Impact of Federal Transfer Taxes"
62nd New York University Annual Institute on Federal Taxation, (Oct/Nov. 2003)


“Significant Estate, Gift and General Skipping Tax Changes Made by the Economic Growth and Tax Relief Reconciliation Act of 2001 (“EGTRRA”)”
The Smith Companies, Ltd. & SunLife Financial – Present Estate Planning for the New Year and Beyond, Ft. Lauderdale, Florida, February 19, 2003


“Phantom Income Problems with Holding Partnership Interests Having Deficit Capital Accounts at Death”
ABA – Tax Section Meeting, San Antonio, Texas, January 24, 2003


“Basic Federal Tax Considerations With Respect to Involuntary Conversions of Real Property”
20th Annual ALI-ABA Course of Study – Eminent Domain and Land Valuation Litigation, Coral Gables, Florida, January 11, 2003


“Selected Current Developments In Income Taxation for Pass Through Entities”
CBIZ Century Business Services –  SRTDA Business Services, Inc., Boca Raton, Florida, November 27, 2002


“Converting C Corporations to S Corporations – A Review of Important Tax Planning Issues”
FICPA Conference, Orlando, Florida, November 7, 2002


“Selected Current Developments in Income Taxation for Pass Through Entities”
FICPA Conference, Orlando, Florida, November 7, 2002


"Where Are We Now with Family Limited Partnerships for Federal Tax Purposes"
61st New York University Annual Institute on Federal Taxation, Oct/Nov. 2002


"General Tax Principles and Concepts in Structuring an Acquisition of a Corporation"
61st New York University Annual Institute on Federal Taxation, Oct/Nov. 2002


“Moving In, Out and Around 2701: When You See It, When You Don’t”
Federal Tax Day, New Brunswick, New Jersey, May 8, 2002


“General Tax Principles and Concepts in Structuring an Acquisition of a Corporation”
The Florida Bar – Tax Section 24th Annual Meeting, Kissimmee, Florida, April 25, 2002


“Converting C Corporations to S Corporations – A Review of Important Issues”
36th Annual Southern Federal Tax Institute, October 2, 2001


“Impact of Section 1041 on Redemptions and Other Dispositions of Interests in Corporations and Partnerships Incident to Divorce”
Presidential Showcase Program / ABA Tax, Family Law and Real Property Probate & Trust Law Sections, Chicago, Illinois, August 6, 2001


“Current Developments in Family Limited Partnerships”
AICPA Conference on Tax Strategies for The High-Income Individual Nashville, Tennessee, May 17, 2001


“What Estate Planners Need to Know about Planning for Sales and Acquisitions of S Corporations”
Martin County Estate Planning Council, Inc., Stuart, Florida, April 26, 2001


“S Corporations as Acquisition Vehicles”
Columbus Bar Association – 2001 Tax Institute, Columbus, Ohio, February 28, 2001


“Federal Estate Tax: The Present and The Future”
2001 ULPA/LPI Annual Meeting, Singer Island, Florida, January 25, 2001


“Planning for Acquisitions or Dispositions of S Corporations”
The Palm Beach Tax Institute West Palm Beach, Florida, January 24, 2001


“Liabilities and Ethical Obligations of Accountants and Lawyers in Practicing Before the Internal Revenue Service”
Schmidt & Company, CPAs, West Palm Beach, Florida, October 11, 2000


“Use of GRATs to Own S Stock”
11th Annual Spring CLE Symposia – Real Property, Probate & Trust Law, Miami Beach, Florida, March 24, 2000


“Impact of Section 1041 on Redemptions and Other Dispositions of Interests in Corporations and Partnerships Incident to Divorce”
ABA Section of Taxation –Winter Meeting, January 22, 2000


“Liabilities and Ethical Obligations of Accountants and Lawyers in Practicing before the Internal Revenue Service”
Daskal Bolton Manela Devlin & Co., CPAs, Boca Raton, Florida, January 14, 2000


“Estate Planning for Owners of Pass-Through Entities”
National CLE Conference, Vail, Colorado, January 7, 2000