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2:30pm Opening Remarks by the Chair.
2:35pm IRS and Treasury Update. This panel will discuss current developments in tax-exempt bonds, including recent rulings and any recently issued regulations. Panelists: Stephen J. Watson,
Associate Tax Legislative Counsel, Office of Tax Policy, Department of the Treasury, Washington, DC; Johanna Som de Cerff, Senior Technician Reviewer, Office of Chief Counsel, IRS, Washington, DC.
3:20pm Arbitrage Simplification. This panel will discuss a Committee project addressing certain
arbitrage simplification proposals affecting tax-exempt bonds, as well as a recommendation for
IRS guidance to accommodate the expanded use of swaps and other hedges in connection with
tax-exempt bonds. Panelist: Scott R. Lilienthal, Hogan & Hartson LLP, Washington, DC.
3:50pm Circular 230 Update. This panel will discuss selected current Circular 230 issues affecting tax-exempt bonds, including the special requirements of the regulations under proposed Section 10.39 and the use of penalty disclaimers. Moderator: David J. Cholst, Chapman and Cutler, Chicago, IL. Panelists: Michael J. Desmond, Tax Legislative Counsel, Office of the Tax Legislative
Counsel, Department of the Treasury, Washington, DC; Michael G. Bailey, Foley & Lardner LLP,
Chicago, IL.
4:40pm Enforcement. This panel will discuss selected IRS enforcement issues affecting tax-exempt bonds, including the appeals process and a Committee project recommending certain modifications to the appeals process as it applies to tax-exempt bonds. Moderator: Jeremy A. Spector, Blank Rome LLP, Philadelphia, PA. Panelists: Charles Anderson, Manager, TEB Field
Operations, Office of Tax Exempt Bonds, IRS, Baltimore, MD; Charles F. Fisher, Appeals Team Manager, TEGE Programs, IRS, Wilmington, DE.
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