Tax Section Meeting

Tuesday, January 23, 2018
8:45 AM - 4:00 PM
Total MCLE Credits: 5.00 (Professional Practice 5.00)
Rendezvous, 3rd Floor


Morning Programs: Trianon & Rendezvous Rooms, 3rd Floor
Afternoon Program: Grand Ballroom, 3rd Floor

Under New York’s MCLE rule, this program has been approved for up to 5.0 credit hours in Professional Practice. This program will NOT qualify for credit for newly-admitted attorneys because it is not a basic practical skills program.

Section Chair
Michael S. Farber, Esq.
Davis Polk & Wardwell LLP


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8:45 am – 9:00 am
Business Meeting and Election of Officers
Trianon Ballroom, 3rd Floor 

9:15 am – 10:30 am (Rendezvous) 
Disruption and Uncertainty in Partnership Tax 

This panel will discuss the possible changes to the new debt-allocation rules in the disguised sale regulations, the future of Revenue Ruling 91-32 in light of its possible codification and Grecian Magnesite, and the impact of vari-ous tax reform proposals on partnership tax.

Chair: Phillip Gall, Ernst & Young LLP, New York City  
Karen Lohnes, PricewaterhouseCoopers LLP, Washington, DC 
Bryan Rimmke, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury, Washington, DC
Michael Shulman, Shearman & Sterling LLP, New York City 
Clifford Warren, Special Counsel, Office of Associate Chief Counsel, Passthroughs and Special Industries, Internal Revenue Service, Washington, DC

9:15 am – 10:30 am (Trianon) 
Is Voluntary Compliance Becoming Less Voluntary?  A Whistleblower Case Study and Other Tax Compliance Topics
This panel will discuss ethical issues related to the discovery, correction, and prevention of tax non-compliance, including a whistle-blower case that raises these issues, ethical considerations when handling an internal tax inves-tigation, and advising clients on correcting past non-compliance.

Chair: Megan L. Brackney, Kostelanetz & Fink, LLP, New York City
Brian W. Kittle, Mayer Brown LLP, New York City 
John P. Steines, New York University School of Law, New York City
Mario J. Verdolini, Davis Polk & Wardwell LLP, New York City

10:45 am – 12:00 pm (Rendezvous) 
Selected Topics in Corporate Taxation 
This panel will review selected current developments and other topics relevant to corporate tax.

Chair:  Neil J. Barr, Davis Polk & Wardwell LLP, New York City 
Lawrence Garrett, Ernst & Young LLP, Washington DC 
Robert H. Wellen, Associate Chief Counsel (Corporate), Internal Revenue Service, Washington DC
Brett York, Attorney-Advisor, Office of Tax Legislative Counsel, U.S. Treasury, Washington DC
Sara B. Zablotney, Kirkland & Ellis LLP, New York City

10:45 am – 12:00 pm (Trianon) 
The Effects of Pending Federal Tax Legislation on State and Local Taxation 
The panel will discuss the state and local tax implications of pending federal tax legislation (including the partner-ship audit rules), addressing principles of federal conformity, the effects of potential changes to the taxation of businesses with foreign operations, and the federal treatment of income from pass-through entities.

Chair:  Irwin M. Slomka, Morrison & Foerster LLP, New York City
Joshua E. Gewolb, Harter Secrest & Emery LLP, Rochester
Alysse McLoughlin, McDermott Will & Emery, New York City 

12:30 pm (Grand Ballroom)
William M. Paul, Acting Chief Counsel, Internal Revenue Service, Washington, DC

2:15 pm - 4:00 pm (Grand Ballroom)
Comprehensive Reform of the U.S. International Tax System
This panel will focus on the international aspects of the Tax Cuts and Jobs Act.

Chair: Kathleen L. Ferrell, Davis Polk & Wardwell LLP, New York City
Michael J. Caballero, Covington & Burling LLP, Washington, DC 
Peter Connors, Orrick, Herrington & Sutcliffe LLP, New York City
Danielle Rolfes, KPMG LLP, Washington, DC 
Andrew R. Walker, Milbank, Tweed, Hadley & McCloy LLP, New York City

For more information about this specific program, please contact Tiffany Bardwell at