The Atlanta Lawyer February 2017 - Page 43

Tax Law

Tax Law

By Julian A . Fortuna Taylor English Duma LLP jfortuna @ taylorenglish . com
New Sponsor
The Tax Law Section is proud to announce that the Builder Investment Group has joined us as a sponsor ! With this additional funding we have already begun and will steadily continue our Tax CLE activities throughout the Winter and Spring of 2017 . Our first event of 2017 was a joint breakfast CLE with the Real Estate Section held on January 12 , 2017 at the office of Arnall Golden Gregory . At the joint event , Robert Beard , of King and Spalding , spoke about recent developments in the taxation of real estate entities . Beard focused primarily on tax regulatory developments impacting partnerships .
CLE Seminar
On Wednesday , March 8 , 2017 , we will hold our annual “ Ethics and Professionalism ” CLE seminar in conjunction with the Taxation Law Section of the State Bar once again featuring Judge Beaudrot and Davis Golden from Troutman Sanders . As in previous years , the event will be held during an afternoon session at the State Bar headquarters . The following week on Thursday , March 16 , we are planning our annual evening joint social among the members of the Tax , Estate Planning & Probate and Elder Law Sections and the Financial Planning Association . This joint social event will be held at Gordon Biersch in Buckhead .
Working with Georgia 501 ( c ) 3 Nonprofits Seminar
On March 23 , 2017 , David Golden , Patti Richards , Richard Litwin , Mona Maerz and I will team up with Robyn Miller of the Pro Bono Partnership of Atlanta at the midtown office of Sutherland Asbill to present a seminar entitled “ Working With Georgia § 501 ( c )( 3 ) Nonprofits .” In connection with the Atlanta Bar Association ’ s “ March Madness ” program , this seminar will provide an overview of how Georgia nonprofits are structured , the basic tax rules for tax-exempt organizations , and the restrictions on how they operate
( political activity , lobbying , inurement , and private benefit ). The seminar will also cover how Georgia nonprofits solicit donations legally , how and to what extent they can raise money outside their mission , and how Georgia sales tax and property tax applies to them .
Joint CLE Programs
For our April 12 , 2017 and May 16 , 2017 meetings , we have planned Joint CLE programs with the Estate Planning & Probate Section at the Buckhead Club . The April meeting will be a breakfast seminar where Richard Litwin will team up with an estate planner to discuss how various states determine residency for income , estate , and gift tax purposes . The May meeting will be a late afternoon seminar on “ Secondary Planning for Charitable Remainder Trusts ” to be presented by Evan Unzelman , President of our sponsor , Sterling Foundation Management . Unzelman ’ s presentation will be followed by a cocktail party .
Joint CLE Luncheons
Finally , we will also team up with the Georgia Society of Certified Public Accountants for joint CLE luncheons at the Buckhead Club on two Tuesdays -- April 25 , 2017 and June 20 , 2017 . Professor Ted Afield from Georgia State University School of Law will be the featured speaker for the April 25 program . He will discuss “ Current Tax Reform Proposals from the National Taxpayer Advocate .” The June 20 luncheon will feature Brian Harvel from Alston & Bird presenting “ An Introduction to Inbound Taxation .”
We hope to see you at one or more of these upcoming events !
The Official News Publication of the Atlanta Bar Association THE ATLANTA LAWYER 43