I. Nonqualified Deferred Compensation
and the Effects of Code §409A
Christopher
A. McMican
- A Review of Nonqualified Deferred Compensation Prior to Code §409A
- An Analysis of the Changes Made by Code §409A
- Items to Review with Clients and Actions to Perform
Going Forward
II. The Evolution of the Roth 401(k)
Gary M. Remer
- What is a Roth 401(k)?
- Determining the Applicable Discrimination Testing
- A Review of the Tax Advantages
- Who Should Be Taking Advantage of Roth
III. Investing IRAs and Qualified Retirement Plans in Real Estate
Charles M. Lax
- Debt Financed Income
- Prohibited Transactions
- Other Tax and Nontax Considerations
Breakout Session B
I. Structuring and Defending Family Limited Partnerships
Robert D. Kaplow
- Are They Viable?
- What Changes Need to be Made to Existing Entities?
- How to Structure and Operate New Entities
II. Representing Emerging and Growing Businesses
William E. Sigler
- Tax, Corporate, Securities, and Accounting Issues
- Financing Sources and Strategies
- Technology and Intellectual Property Rights
III. The 700 Club (706, 709, 712 . . .)
George V.
Cassar, Jr.
- Something Old/Something New
- Care to Split a Gift?
- No Matter What, Just Call the Lawyer!``