68th Annual Virginia Conference on Federal Taxation Seminar Materials


This comprehensive, stand-alone publication is direct from a June 2016 seminar, sponsored by the University of Virginia Tax Foundation in coorperation with the VSCPA, VBA, VSB, UVa McIntire School of Commerce, and UVa School of Law.

Table of Contents

I. Federal Tax Update — Selected Topics
Walter H. Nunnallee

II. Legislative, Administrative, and Judicial Developments in Virginia and Across the

William L. S. Rowe, Rita Davis, Jeremy Sharp, Emily J. S. Winbigler

III. S Corporation Practice Matters, Mergers & Acquisitions, and What’s New?
Samuel P. Starr

IV. What Every Virginia Attorney Needs to Know About the IRS and the Virginia
Department of Taxation

Robert G. Nath

V. A Primer on Income and Transfer Tax Considerations for the Non-U.S. Citizen
Leigh-Alexandra Basha

VI. Philanthropic Planning: Designing and Defending Charitable Gift Opportunities with
Non-Liquid Assets

Donald M. Etheridge, Jr.

VII. Employment Tax Enforcement Efforts
Caroline Ciraolo

VIII. Dealing with Atypical Assets in IRAs and Qualified Plans

Pamela D. Perdue

IX. Choice of Business Entity Revisited — Opportunities, Challenges and Illustrative Cases
David M. Rievman

X. The Top Ten Things That Get Tax Professionals in Trouble

Christopher S. Rizek

XI. CPE Ethics
VSCPA Speaker

XII. Partnership Equity Extraction Techniques
Blake D. Rubin, Andrea M. Whiteway

XIII. Estate Planning in 3D: The New Estate Planning Landscape

Benjamin Lavin, Suzanne L. Shier


Walter H. Nunnallee

William L. S. Rowe

Rita Davis

Jeremy Sharp

Emily J. S. Winbigler

Samuel P. Starr

Robert G. Nath

Leigh-Alexandra Basha

Donald M. Etheridge, Jr.

Caroline Ciraolo

Pamela D. Perdue

David M. Rievman

Christopher S. Rizek

Blake D. Rubin

Andrea M. Whiteway


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