Circular 230 and the Benefits Practitioner

ABA JOINT COMMITTEE ON EMPLOYEE BENEFITS  • DATE: August 16, 2005
SPONSORS: The Sections of Business Law, Health Law, Labor and Employment Law, Real Property, Probate and Trust Law, Taxation, and Tort Trial and Insurance Practice; And the American College of Employee Benefits Counsel

TeleConference/Live Audio Webcast Information

Circular 230 and the Benefits Practitioner:  New Ethics Requirements for Written Tax Advice

Tuesday, August 16, 2005

A 90-minute TeleConference/Live Audio Webcast

1:00-2:30 pm ET / 12:00-1:30 pm CT / 11:00 am-12:30 pm MT / 10:00 am-11:30 am PT

Circular 230, which provides rules governing practice before the Internal Revenue Service, has recently been substantially revised.  Join our distinguished group of panelists and receive ethics credit as noted under the MCLE information portion of this web site.  This program will cover the highlights of Circular 230 as well as the following topics of particular interest to employee benefits practitioners:

  • Introduction to the Ethical Standards of Circular 230
  • Overview of New Requirements for Written Tax Advice
  • Limited Exclusions for Certain Advice re:  Plan Qualifications
  • What Remains:  Practical Implications
  • Dealing with SPDS, ESOP Disclosures, M & A Documents
  • Dealing with Executive Compensation and Welfare Benefit Plans
  • When are Disclaimers Necessary?

    Moderator: 

    Elaine K. Church, PricewaterhouseCoopers LLP, Washington, DC

    Speakers: 

    Charles F. Plenge, Haynes and Boone LLP, Dallas, TX

    W. Thomas Reeder, Associate Benefits Tax Counsel, US Department of Treasury, Washington, DC 

          Michael J. Desmond, Deputy Tax Legislative Counsel-Legislative Affairs, US Department of Treasury, Washington, DC

    ***PLEASE MAKE CHECKS PAYABLE TO ABA-JCEB and mail to 740 15th Street, N.W., Washington, DC  20005***


   
Circular 230 and the Benefits Practitioner
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