Tax Law
SECTION UPDATE
Tax Law
By Julian A. Fortuna Taylor English Duma LLP jfortuna @ taylorenglish. com
New Sponsor
The Tax Law Section is proud to announce that the Builder Investment Group has joined us as a sponsor! With this additional funding we have already begun and will steadily continue our Tax CLE activities throughout the Winter and Spring of 2017. Our first event of 2017 was a joint breakfast CLE with the Real Estate Section held on January 12, 2017 at the office of Arnall Golden Gregory. At the joint event, Robert Beard, of King and Spalding, spoke about recent developments in the taxation of real estate entities. Beard focused primarily on tax regulatory developments impacting partnerships.
CLE Seminar
On Wednesday, March 8, 2017, we will hold our annual“ Ethics and Professionalism” CLE seminar in conjunction with the Taxation Law Section of the State Bar once again featuring Judge Beaudrot and Davis Golden from Troutman Sanders. As in previous years, the event will be held during an afternoon session at the State Bar headquarters. The following week on Thursday, March 16, we are planning our annual evening joint social among the members of the Tax, Estate Planning & Probate and Elder Law Sections and the Financial Planning Association. This joint social event will be held at Gordon Biersch in Buckhead.
Working with Georgia 501( c) 3 Nonprofits Seminar
On March 23, 2017, David Golden, Patti Richards, Richard Litwin, Mona Maerz and I will team up with Robyn Miller of the Pro Bono Partnership of Atlanta at the midtown office of Sutherland Asbill to present a seminar entitled“ Working With Georgia § 501( c)( 3) Nonprofits.” In connection with the Atlanta Bar Association’ s“ March Madness” program, this seminar will provide an overview of how Georgia nonprofits are structured, the basic tax rules for tax-exempt organizations, and the restrictions on how they operate
( political activity, lobbying, inurement, and private benefit). The seminar will also cover how Georgia nonprofits solicit donations legally, how and to what extent they can raise money outside their mission, and how Georgia sales tax and property tax applies to them.
Joint CLE Programs
For our April 12, 2017 and May 16, 2017 meetings, we have planned Joint CLE programs with the Estate Planning & Probate Section at the Buckhead Club. The April meeting will be a breakfast seminar where Richard Litwin will team up with an estate planner to discuss how various states determine residency for income, estate, and gift tax purposes. The May meeting will be a late afternoon seminar on“ Secondary Planning for Charitable Remainder Trusts” to be presented by Evan Unzelman, President of our sponsor, Sterling Foundation Management. Unzelman’ s presentation will be followed by a cocktail party.
Joint CLE Luncheons
Finally, we will also team up with the Georgia Society of Certified Public Accountants for joint CLE luncheons at the Buckhead Club on two Tuesdays-- April 25, 2017 and June 20, 2017. Professor Ted Afield from Georgia State University School of Law will be the featured speaker for the April 25 program. He will discuss“ Current Tax Reform Proposals from the National Taxpayer Advocate.” The June 20 luncheon will feature Brian Harvel from Alston & Bird presenting“ An Introduction to Inbound Taxation.”
We hope to see you at one or more of these upcoming events!
The Official News Publication of the Atlanta Bar Association THE ATLANTA LAWYER 43