Event Overview

Tuesday, January 14, 2025

8:45 AM – 12:00 PM – CLE Program
12:15 PM – 2:00 PM – Luncheon
2:15 PM – 4:00 PM – CLE Program
4:15 PM – 5:30 PM – New York City Taxes & New York State Taxes Joint Committee Meeting/High Tea

Please join us for a day of informative panels addressing key developments in various areas of tax law.

Highlights and Objectives:

  • Learning about recent developments in tax law.
  • Meeting and discussing tax with peers.

Tax Section Chair and Program Chair:
Jiyeon Lee-Lim

Tax Section Annual Meeting Program

Tuesday, January 14, 2025
9:15 a.m. – 4:00 p.m.

New York Hilton Midtown

Business Meeting | 8:45 a.m. – 9:00 a.m. | Mercury Ballroom

Morning CLE Sessions | 9:15 a.m. – 12:00 p.m.
Concurrent Sessions in Mercury Ballroom and Rendezvous/Trianon | Third Floor

Luncheon | 12:30 p.m. – 2:00 p.m. | Grand Ballroom, Third Floor

Afternoon CLE Session | 2:15 p.m. – 4:00 p.m. | Grand Ballroom, Third Floor

5.0 MCLE Credits

5.0 in Areas of Professional Practice

This program is transitional and is suitable for all attorneys
including those newly admitted.

New York City Taxes & New York State Taxes Joint Committee Meeting/High Tea

4:15 p.m. – 5:35 p.m. | Murray Hill East | Second Floor (No CLE Credit)

8:45 a.m. – 9:00 a.m.

Business Meeting and Election of Officers

Mercury Ballroom, Third Floor CONCURRENT MORNING SESSIONS

9:15 a.m. – 10:30 a.m.

1A. Partnership

Mercury Ballroom, Third Floor

Speaker

David H. Schnabel, Esq. | Davis Polk & Wardwell LLP New York, NY

Meyer H. Fedida, Esq. | Cleary Gottlieb Steen & Hamilton LLP New York, NY

Jen Ray, Esq. | Deloitte Tax LLP Arlington, VA

Sarah Haradon, Esq. (Invited) | Office of Tax Policy, Department of the Treasury Washington D.C.

Richard Blumenreich (Invited) | Special Counsel in the Office of the Associate Chief Counsel (Passthrough & Special Industries Internal Revenue Service

1.5 Credits in Areas of Professional Practice

9:15 a.m. – 10:30 a.m.

1B. State/Local

Rendezvous/Trianon, Third Floor

Speaker

Jack Trachtenberg, Esq. | Deloitte Tax LLP New York, NY

Alysse B. McLoughlin, Esq. | Jones Walker LLP New York, NY

Elizabeth Pascal, Esq. | Hodgson Russ LLP New York, NY

Irwin M. Slomka, Esq. | Blank Rome LLP New York, NY

1.5 Credits in Areas of Professional Practice

10:30 a.m. – 10:45 a.m.

Break

10:45 a.m. – 12:00 p.m.

2A. Corporate Tax- It Will Never Be Perfect, but Let’s Make It Work Better: Recent Guidance on Spin-Offs and CAMT

Mercury Ballroom, Third Floor

This panel will discuss practical implications of recent guidance issued by the Treasury and the IRS under Section 355 and the CAMT. Section 355 topics will include allocation of liabilities between Distributing and Controlled and other significant ramifications of recent guidance on spin-off planning. CAMT topics will include open questions regarding the treatment of M&A, consolidated returns, and troubled companies.

Speaker

Sara Zablotney,Esq. | Kirkland & Ellis LLP New York, NY

Shane J. Kiggen, Esq. | Earnst & Young LLP Washington D.C.

Colin Campbell, Esq. (Invited) | Associate Tax Legislative Counsel Department of the Treasury (Office of Tax Policy) Washington D.C.

Mark A. Schneider, Esq. (Invited) | Associate Chief Counsel (Corporate) Internal Revenue Service Washington, DC

Davis Wang, Esq. | Sullivan & Cromwell LLP New York, NY

1.5 Credits in Areas of Professional Practice

10:45 a.m. – 12:00 p.m.

2B. Debt Financing

Rendezvous/Trianon, Third Floor

Speaker

Bora Bozkurt, Esq. | Latham & Watkins LLP New York, NY

James R. Brown, Esq. | Ropes & Gray LLP New York, NY

Pamela Endreny, Esq. | Gibson Dunn & Crutcher LLP New York, NY

Jeffrey W. Maddrey, Esq. | Pricewaterhouse Coopers LLP Washington D.C.

Erika Nijenhuis, Esq. (Invited) | Senior Counsel, Office of Tax Policy U.S. Department of the Treasury Washington, DC

1.5 Credits in Areas of Professional Practice

12:30 p.m. – 2:00 p.m.

Luncheon (Additional fee applies)

Grand Ballroom, Third Floor

Speaker

Glenn Hubbard | Columbia University

No CLE Credit
AFTERNOON SESSION

2:15 p.m. – 4:00 p.m.

Current Topics in International Tax

Grand Ballroom, Third Floor

Speaker

Peter Blessing, Esq. (Invited) | Associate Chief Counsel (International) Internal Revenue Service Washington, DC

Wade Sutton, Esq. | Pricewaterhouse Coopers LLP Washington D.C.

Kristen Gamboa, Esq. | KPMG LLP Orlando, FL

Ansgar A.Simon, Esq. | Covington & Burling LLP New York, NY

James S. Wang (Invited) | Deputy International Tax Counsel Department of the Treasury

2.0 Credits in Areas of Professional Practice

4:15 p.m. – 5:35 p.m.

New York City Taxes & New York State Taxes Joint Committee Meeting/High Tea

Murray Hill East, Second Floor

No CLE Credit
Section Chair

Jiyeon Lee-Lim, Esq. | Latham & Watkins LLP | New York, NY

General Registration Fee

Required for all Annual Meeting attendees.

Early Bird through December 13, 2024After December 13, 2024
NYSBA Members$150$250
Non-members$250$350

+plus…

$195 Program Registration Fee

The Tax Section’s Annual Meeting Luncheon will take place on Tuesday, January 14, 2025.

Location: Grand Ballroom East- 3rd Floor

Time:- 12:15 p.m.-2:15 p.m.

Cost of the luncheon is $185.00

If you would like to reserve a table, please complete the form linked below and e-mail to Kate Tortora [email protected]