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"Mergers and Acquisitions of S Corporations", 70th New York University Annual Institute on Federal Taxation (New York, NY, October 26, 2011 and San Francisco, CA, November 16, 2011).

“Mergers and Acquisitions of S Corporations", The Florida Bar Continuing Legal Education Seminar: Business Dispositions and Succession Tax Strategies: Live Long & Prosper … But Just in Case (Orlando, Florida, October 14, 2011).

"Structuring International Joint Ventures", International Joint Ventures & Other Outbound Strategies: Fall International Tax Update, ALI-ABA (New York, NY, Live Video Webcast, September 27, 2011).

“Tax Planning for the Migrating Client”, New York University Summer Institute on Federal Wealth Taxation (New York, NY, July 14 -15, 2011).

“Update on the Planning for Creating, Operating, Unwinding Family Limited Partnerships”, Jerald David August & Guy B. Maxfield, New York University Summer Institute on Federal Wealth Taxation (New York, NY, July 14 -15, 2011).

“Privileges & Work Product Protected from Discovery in Federal Tax Controversies & Litigation”, Jerald David August & Ian M. Comisky, ALI-ABA (Philadelphia, PA, June 29, 2011).

“Standards of Federal Tax Practice: Tax & Financial Transparency in the Global Economy”, Annual Tax Conference of the New Jersey Tax Section, 2011 Leonard Goldberg Federal Tax Law Symposium (Edison, NJ, May 13, 2011).

“Federal Income Tax Compliance: Important Developments”, Jerald David August, Ian M. Comisky & A. Trevor Ackerman, ALI-ABA (Philadelphia, PA, March 14, 2011).

“Federal Income Taxation of Single Member Entities: ‘Tax Nothings’”, Palm Beach Tax Institute (The President’s Club, West Palm Beach, FL, February 23, 2011).

“Mandatory Disclosure of Uncertain Tax Positions on Income Tax Returns Filed by Corporate Taxpayers: The Internal Revenue Service’s New Weapon”, Association of Corporate Counsel – South Florida Chapter, Breakfast Series Seminar (Fort Lauderdale, FL, January 25, 2011).

“Income Tax Provisions of the New Federal Legislation: A Concise Summary for Tax & Business Lawyers and Estate Planners”, ALI-ABA (Telephone Seminar & Audio Webcast, January 18, 2011).

"Offshore Tax Evasion & Bank Secrecy Update", International Practice Group Meeting, Fox Rothschild LLP (Philadelphia, PA, December 9, 2010).

”Tax Planning With Qualified Subchapter S Subsidiaries and Single Member Limited Liability Companies”, 69th New York University Annual Institute on Federal Taxation (New York, NY, October 18, 2010 and San Diego, CA, November 15, 2010).

“Modified Carryover Basis Regime”, Pennsylvania Bar Institute, 17th Annual Estate Law Institute (Philadelphia, PA, November 11, 2010).

“Organization, Operation, and Liquidation of Family Limited Partnerships”, The Knowledge Congress Live Webcast Series (October 6, 2010).

“Federal Income Taxation of Single Member Entities: ‘Tax Nothings’”, The Florida Bar Continuing Legal Education Seminar: Current LLC and Partnership Strategies, Traps and Tips” (Tampa, Florida, October 1, 2010).

“Expanding the Domestic Business Overseas”, Pennsylvania Bar Institute, Tax Planning for Owners of Closely-Held Businesses (Philadelphia, PA, September 20, 2010).

“Offshore and International Tax Evasion: The U.S. and International Community’s Response”, ALI-ABA Live Video Webcast, Offshore Tax Evasion & Bank Secrecy Update (Philadelphia, PA, September 13, 2010).

“The Modified Carryover Basis Regime”, NYU Institute on Federal Wealth Taxation (New York, NY, July 22-23, 2010).

”Update on the Planning for Creating, Operating, and Unwinding Family Limited Partnerships”, NYU Institute on Federal Wealth Taxation (New York, NY, July 22-23, 2010).

“Selected Income Tax Considerations Concerning Choice of Entity for Conducting Business Operations Outside the United States”, 68th New York University Annual Institute on Federal Taxation (New York, NY, May 2010).

“Estate Tax Repeal for 2010: The Impact on Estate & Small Business Planning”, ALI-ABA, the Association of the Bar of the City of New York (New York, NY, April 19, 2010).

“Codification of the Economic Substance Doctrine in the Health Care Act as Amended by the 2010 Health Care Reconciliation Act”, Fox Rothschild Tax & Estates – Business Tax Group Meeting (Philadelphia, PA, April 13, 2010).

“The Estate Planning Quagmire of 2010, Caused by the One Year Repeal of the Federal Estate Tax”, Pennsylvania Bar Institute (Philadelphia, PA, March 22, 2010).

“2010 and Beyond: The State of the Estate Tax”, Philadelphia Bar Association/Pennsylvania Bar Institute: Probate & Trust Law Section Quarterly Meeting (Philadelphia, PA, March 2, 2010).

“The One Year (More of Less) Repeal of the Federal Estate and Generations Skipping Transfer Taxes: What Hath Congress Wrought on Us Poor Estate Planners and Our Clients”, The Philadelphia Bar Association/Philadelphia Bar Institute, Probate & Trust Law Section, Quarterly Meeting (Philadelphia, PA, March 2, 2010); In Depth Analysis of Impact on Estate & Small Business Planning, ALI-ABA, (Philadelphia, PA, February 16, 2010); Fox Rothschild Tax Law Review (Philadelphia, PA, February 2, 2010).

“The Modified Carryover Basis Regime”, In Depth Analysis of Impact on Estate & Small Business Planning, ALI-ABA Live Video Webcast (Philadelphia, PA, February 16, 2010).

“Estate Tax Repeal – Congress’ New Year’s Surprise and Planning with Family Limited Partnerships in Light of Tax Uncertainty”, Fox Tax Law Review, (Philadelphia, PA, February 2, 2010).



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“Update on FLP Strategies”, 16th Annual Estate Law Institute, Pennsylvania Bar Institute (Philadelphia, PA, December 10, 2009).

“S Corporations Engaged in International Business Operations: A Good Choice?”, 68th New York University Institute on Federal Taxation, Closely-Held Businesses Session (San Francisco, CA, November 19, 2009 and New York, NY, October 22, 2009).

“Offshore and International Tax Evasion: What is Going on in Washington and How it Impacts Business and Legal Professionals”, Pitt Law School & Katz School of Business (Philadelphia, PA, October 26, 2009).

“Bank Secrecy Act and Recent IRS Offshore Disclosure Initiatives”, ALI-ABA Live Video Webcast, Offshore & International Tax Evasion: Lawyers as Gatekeepers (Philadelphia, PA, October 13, 2009).

“Offshore and International Tax Evasion: The U.S. and International Community’s Response”, ALI-ABA Live Video Webcast, Offshore & International Tax Evasion: Lawyers as Gatekeepers (Philadelphia, PA, October 13, 2009).

“The Past, Present, and Future of The Federal Transfer Tax System”, New York University Summer Institute on Federal Wealth Taxation (New York, NY, July 2009).

“Planning for Creating, Operating and Unwinding Family Limited Partnerships”, New York University Summer Institute on Federal Wealth Taxation (New York, NY, July 2009).

“The Attorney-Client, Accountant Client Privileges and Work Product Doctrine in Federal Tax Controversies and Trials”, Fox Tax Law Review, (Philadelphia, PA, June 17, 2009).

“Winding & Unwinding Family Limited Partnerships: Planning in A Troubled Economy”, ALI-ABA Live Video Webcast, Wealth Planning in Volatile Economic Times (Philadelphia, PA, June 3, 2009).

“Privileges and Client Confidentiality in Tax Practice”, Standards of Tax Practice, American Bar Association Section of Taxation May Meeting (Washington, DC, May 8, 2009).

“Inside the Beltway: The State of the Federal Estate, Gift and Generation-Skipping Taxes”, Bucks County Estate Planning Council Meeting (Doylestown, PA, April 28, 2009).

“New Tax Return Preparer Standards: December 2008 Final Regulations, Including Impact on Circular 230 Standards”,
Presented by ALI-ABA, Audio webcast and Telephone Seminar, Jerald David August, Planning Chair and moderator; Guy B. Maxfield, Professor Emeritus, New York University School of Law and Senior Counsel, Fox Rothschild LLP, Mary Ann Mancini, partner, Bryan Cave, and Trevor Ackerman, KPMG (Philadelphia, PA, February 18, 2009).

“Ethics in Federal Tax Practice: Tax Planning Scenarios”,
University of Pennsylvania Law School, Ethics and Advocacy: From the Boardroom to the Courtroom (Philadelphia, PA, February 18, 2009)

“Tax Consequences to Transfers of Closely-Held Business Interests Incident to a Divorce”, ABA Section of Taxation 2009 Midyear Meeting, Jerald David August and Thomas R. White III (New Orleans, LA, January 9, 2009).

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“Latest Developments in FLPs and Valuation Discount Planning”,
Pennsylvania Bar Institute, 15th Annual Estate Law Institute (Philadelphia, PA, December 10, 2008).

“Circular 230 and the Tax Return Preparer’s Regulations”, Fox Rothschild LLP, CPEs for CPAs, Jerald David August and Guy B. Maxfield, Greenacres Country Club, and Green Valley Country Club, (Lawrenceville, NJ; Philadelphia, PA, December 3 & 4, 2008).

“Standards of Tax Practice, Including Ethical Consideration in Advising Closely-Held Business Entities and Their Owners”, New York University 67th Institute on Federal Taxation, Closely-Held Businesses Session, Jerald David August, Chair (San Diego, CA, October 22, 2008, New York, NY, November 12, 2008).

“The Attorney-Client, Section 7525 and Work Product Privileges in Federal Tax Controversies and Litigation”, NYU 67th Institute on Federal Taxation, Closely-Held Businesses Session, Jerald David August, Chair (New York, NY. October 22, 2008).

“The New Tax Return Preparer Penalties: Impacts on Lawyers, CPAs and Professional Service Organizations”, Hot Topics in Federal Taxation, Fox Rothschild LLP Tax Seminar, Cohen Pavilion-Kravis Center (West Palm Beach, FL, October 2, 2008).

“Heightened Standards of Practice Before the Internal Revenue Service and Increased Tax Return Preparer Penalties”, Fox Rothschild Tax Law Review, (Philadelphia, PA, September 17, 2008).

“Panel Discussion: Ethical Standards of Tax Practice for Estate Planners and Tax Advisors; Circular 230, Revisions to the Tax Return Preparer Rules and Conflicts of Interests”, NYU Institute on Federal Wealth Taxation, Program Chair, Jerald David August (New York, NY, July 17-18, 2008).

“Update on Family Limited Partnerships and Litigation Strategies by the Internal Revenue Service”, NYU Institute on Federal Wealth Taxation, Program Chair, Jerald David August, (New York, NY, July 17-18, 2008).

"New Tax Preparer Penalties & Enhanced Circular 230 Enforcement: An Advanced Seminar", ALI-ABA live video webcast, Jerald David August, Co-Chair, Tax and Estates Department, Fox Rothschild LLP, West Palm Beach & Philadelphia, planning chair and moderator; 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 (Philadelphia, PA July 11, 2008).

"The Assault on Tax Practitioners: The New Tax Return Preparer Penalties", Pennsylvania Institute of Certified Public Accountants, Greater Philadelphia Chapter Practitioner Conference: Challenges Facing Practitioners in 2008, Springfield Country Club (Philadelphia, PA, June 3, 2008).

"Tax Free Reorganizations Involving S Corporations", ABA Section of Taxation May Meeting, S Corporation Committee Program (Washington, DC, May 9, 2008).

"Outbound International Tax Planning", Palm Beach Tax Institute, Governor's Club (West Palm Beach, FL, April 23, 2008).

"Tax Issues in Mergers and Acquisitions Transactions Involving S Corporations", Mergers and Acquisitions Committee of the Business Law Section (Philadelphia, PA, April 16, 2008). 

“Mergers and Acquisitions Involving S Corporations and Their Shareholders”, Fox Rothschild Tax Law Review (Philadelphia, PA, March 12, 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 Litigation”, B’nai B’rith International (Boca Raton, FL, February 28, 2008); Jerald David August and Eric J. Michaels, CPEs for CPAs (Roseland, NJ, February 11, 2008); Fox Rothschild LLP, Corporate Department Meeting, (webcast) (Philadelphia, PA, Februrary 5, 2008); ALI-ABA Presents Lee Sheppard on Current Tax Topics, Live Video Webcast Interview (Philadelphia, PA January 23, 2008).

“Ethics in Federal Tax Practice: Tax Planning Scenarios, Ethics and Advocacy: From the Boardroom to the Courtroom", University of Pennsylvania Law School (Philadelphia, PA, February 4, 2008).


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"Mergers and Acquisitions Involving S Corporations" Seventh Annual Oregon Tax Institute (Portland, OR, May 18, 2007); Carnegie Mellon University, Tepper School of Business, Business Valuation and Deal Structure, Posner Hall (Pittsburgh, PA, February 7, 2007); Caler, Donten, Druker and Levine P.A. (West Palm Beach, FL, January 19, 2007).

"Ethics in Federal Tax Practice: Tax Planning Scenarios, Ethics and Advocacy: From the Boardroom to the Courtroom", University of Pennsylvania Law School (Philadelphia, PA, February 5, 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); Pennsylvania Bar Institute, Practical Estate Planning Opportunities Using FLPs (Philadelphia, PA, April 11, 2007; Mechanicsburg, PA, April 18, 2007; Pittsburgh, PA, April 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).

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

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

"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, Wednesday (New York, NY, October 24, 2007).

2 0 0 6

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

"Will Congress Retain the Estate Tax? Impact on Circular 230 on Estate Planners", Jerald David August and 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, (New York, NY, October/November, 2006).

2 0 0 5

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

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

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

"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, (New York, NY, October/November, 2005).

2 0 0 4

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

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

2 0 0 3

“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, FL, January 11, 2003).

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

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

2 0 0 2

“General Tax Principles and Concepts in Structuring an Acquisition of a Corporation” 61st New York University Annual Institute on Federal Taxation (New York, NY, October/November 2002); The Florida Bar – Tax Section 24th Annual Meeting (Kissimmee, FL, April 25, 2002).

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

"Where Are We Now with Family Limited Partnerships for Federal Tax Purposes" (New York, NY, October/November 2002).

“Selected Current Developments in Income Taxation for Pass Through Entities” SRTDA Business Services, Inc. (Boca Raton, FL, November 27, 2002), FICPA Conference (Orlando, FL, November 7, 2002).

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

2 0 0 1

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

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

“S Corporations as Acquisition Vehicles” Columbus Bar Association – 2001 Tax Institute (Columbus, OH, February 28, 2001).

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

“Current Developments in Family Limited Partnerships” AICPA Conference on Tax Strategies for The High-Income Individual (Nashville, TN, May 17, 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, IL, August 6, 2001).

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

2 0 0 0

“Estate Planning for Owners of Pass-Through Entities” National CLE Conference (Vail, CO, January 7, 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, FL, January 14, 2000).

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

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