Wheeling Jesuit University
Search
 
AGENDA

7:30 a.m.

Registration

8:15 a.m

Welcoming Remarks

8:30 a.m. - 9:30 a.m.

Michael E. Lloyd, Esq.
Ethics Tax Preparer & Advisor Rules Update

9:30 a.m. - 11:00 a.m.

Michael V. Bourland, Esq.
Estate and Income Tax Planning with Mineral Interests

11:00 a.m. - 12:30 p.m.

Linda Duessel, CFA
Economic Overview

12:30 p.m. - 1:30 p.m.

Lunch

1:30 p.m. - 4:30 p.m. 

Samuel A. Donaldson, Esq.
Federal Tax Update

4:00 p.m. - 5:00 p.m.

Sean Brennan, CPA
Income Tax Legislation Update


Michael Lloyd, Esq.
Ethics Tax Preparer & Advisor Rules Update
Mike Lloyd will review the Circular 230 requirements which govern the conduct of individuals who are eligible to practice before the IRS. These rules determine who can engage in such practice, the duties and restrictions to practicing before the IRS, and the sanctions for violating the rules. Proposed Treasury Regulations were published by the IRS at the end of 2012 and significantly modified the existing rules. Mr. Lloyds presentation will discuss the implications of the Proposed Regulations for tax practitioners.

Michael V. Bourland, Esq.
Estate and Income Tax Planning with Mineral Interests
This presentation will cover the basics professionals need to understand regarding mineral interests including various types of interests retained by a landowner after entering into a lease, management/maintenance of the mineral interests and the use of limited liability companies along with other estate planning strategies. It will also cover the tax characterization (ordinary income, capital gain or return of capital) of payments made to landowners.

Linda Duessel, CFA
Economic Overview
Ms. Duessel will review and discuss key issues affecting, and that will likely affect, the economy in the near term, including her outlook for major world economies and recent developments in the U.S. and global financial markets.

Samuel A. Donaldson, Esq.
Federal Tax Update
This presentation will provide a federal tax update that would look at important cases, rulings, regulations, and legislation from the past 12 months which is limited to income, estate and gift tax issues affecting individuals and small businesses.

Sean Brennan, CPA
Income Tax Legislation Update
Mr. Brennan will address tax issues for both individuals and small business in regards to planning. Discussion will focus on recent and pending legislative changes in light of the upcoming presidential election.


Calendar |  President's Welcome |  Virtual Campus Tour |  Services |  Financial Aid |  Campus Directory |  Apply Online


© 2014 Wheeling Jesuit University, Inc. • 316 Washington Avenue • Wheeling • West Virginia • 26003 • (800) 624-6992 • Legal
Website Powered by ActiveCampus™ Software by Datatel