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IMN’s Annual New York Non-Traded REIT Industry Symposium
6/20/2013
Federal Tax, REITs
Marriott New York Downtown
85 West Street
New York, NY 10006
Sponsorship
Structured Thoughts Master Class: Taxation
5/7/2013
Banking + Financial Services, Capital Markets, Federal Tax, Financial Institutions + Financial Services, Structured Products
Morrison & Foerster LLP
1290 Avenue of the Americas
New York, NY 10104
Seminar
FATCA for Small Banks – Breakfast Briefing
4/15/2013
Banking + Financial Services, Capital Markets, Federal Tax, Financial Institutions | Europe, Financial Institutions + Financial Services, Taxation | Europe
British Bankers Association
Pinners Hall
105-108 Old Broad Street
London, EC2N 1EX
United Kingdom
Speaking Engagement
Financial Services: A glimpse into the future
4/11/2013
Banking + Financial Services, Capital Markets, Derivatives + Commodities, Federal Tax, Financial Institutions + Financial Services
Charlotte Marriott City Center
100 West Trade Street
Charlotte, NC 28202
Seminar
Tax Update – Tax Treatment of Financial Instruments
2/12/2013
Banking + Financial Services, Derivatives + Commodities, Federal Tax, Federal Tax Controversy, Financial Institutions + Financial Services
Morrison & Foester LLP
1290 Avenue of the Americas
39th Floor
New York, NY 10104
Seminar
Foreign Account Tax Compliance Act: Does Your Client Comply?
2/11/2013
Capital Markets, Europe, Federal Tax, Taxation | Europe
Webinar
IQPC 11th Timberland Investment World Summit
1/29/2013
Federal Tax
Sentry Conference Center
730 3rd Avenue
New York, NY 10017
Speaking Engagement
Attorney-Client Privilege and Work Product in Tax Controversies: Latest Developments
12/12/2012
Federal Tax
Webinar
PLI Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2012
11/6/2012
Federal Tax
Sofitel Chicago Water Tower
20 East Chestnut Street
Chicago, IL 60611
Sponsorship
Global High Wealth Audits and IRS Audits of Partnerships LIVE Webcast
10/30/2012
Federal Tax
Speaking Engagement
IFLR Webinar: Are You FATCA Ready?
10/9/2012
Capital Markets, Europe, Federal Tax, Taxation | Europe
Webinar
Practical Issues in Implementing Section 871(m)
6/14/2012
Federal Tax
Credit Suisse Securities LLC
11 Madison Avenue, Level 2B
New York, NY 10010
Speaking Engagement
Tax Practice and Procedure:
Dispute Resolution
3/2/2012
Federal Tax
Ronald Reagan Building and International Trade Center
1300 Pennsylvania Avenue, NW
Washington, D.C. 20004
Speaking Engagement
MoFo Classics:
Debt Repurchases & Exchanges
2/7/2012
Capital Markets, Federal Tax, Liability Management
Morrison & Foerster LLP
1290 Avenue of the Americas
39th Floor
New York, NY 10104
Seminar
The Ninth Annual Winter Forum on Real Estate Opportunity & Private Fund Investing
1/18/2012
Federal Tax, Private Equity Funds, Real Estate, REITs
Laguna Beach, CA
Sponsorship
The Foreign Account Tax Compliance Act Examined
12/6/2011
Capital Markets, Federal Tax
Webinar
Recent Developments in Independent Contractor Classification Enforcement Activities
11/30/2011
Compensation, Benefits + ERISA, Employment + Labor, Federal Tax, Federal Tax Controversy
Morrison & Foerster LLP
425 Market Street
San Francisco, CA 94105
Seminar
Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Reorganizations & Restructurings 2011
11/15/2011
Federal Tax
Sofitel Chicago Water Tower
20 East Chestnut St.
Chicago, IL  60611
Speaking Engagement
Capital Issues
11/14/2011
Banking + Financial Services, Capital Markets, Federal Tax, Financial Institutions + Financial Services
Morrison & Foerster LLP
1290 Avenue of the Americas
39th Floor
New York, NY 10104
Seminar
Mortgage REITs:
Pros and Cons in the Post-Crisis Environment
11/10/2011
Capital Markets, Federal Tax, Financial Institutions + Financial Services, REITs, Structured Finance + Securitization
Webinar
Structured Products Distribution Summit –
The Buyside Speaks
10/25/2011
Capital Markets, Derivatives + Commodities, Federal Tax, Financial Institutions + Financial Services, Structured Products
New York Hilton
1335 Avenue of the Americas
New York, NY 10019
Speaking Engagement
The Mortgage REIT Industry:
Analysis and Perspective
10/18/2011
Capital Markets, Federal Tax, Financial Institutions + Financial Services, REITs, Structured Finance + Securitization
Webinar
A Role for Mortgage REITs in the Emerging Mortgage Finance Market
8/9/2011
Capital Markets, Federal Tax, Financial Institutions + Financial Services, REITs, Structured Finance + Securitization
Webinar
Financing and Liability Management Developments for Financial Institutions
6/29/2011
Banking + Financial Services, Capital Markets, Federal Tax, Financial Institutions + Financial Services, Liability Management, New Products
Webinar
Battle of the Products:
Comparing & Contrasting Alternative Investment Models for Prospective New Sponsors
6/23/2011
Federal Tax, Real Estate
New York, NY
Speaking Engagement
Compilation of Alternative Investment Structures
6/23/2011
Federal Tax
New York Marriott Downtown
85 West Street at Albany Street
New York, NY 10006
Infrastructure Investment:
The Next Big Opportunity for Non-Traded REITs?
6/23/2011
Federal Tax, Real Estate
New York, NY
Speaking Engagement
Financing and Liability Management Developments for Financial Institutions
6/6/2011
Banking + Financial Services, Capital Markets, Federal Tax, Financial Institutions + Financial Services, Liability Management, New Products
Webinar
23rd Annual Federal Bar Association Insurance Tax Seminar
5/26/2011
Federal Tax
Marriott Wardman Park
2600 Woodley Road, NW
Washington, D.C. 20008
Speaking Engagement
West Legalworks Webinar: Financing and Liability Management Developments for Financial Institutions
5/16/2011
Capital Markets, Federal Tax, Financial Institutions + Financial Services, Liability Management, New Products
Webinar
Timber REIT Roundtable
3/25/2011
Federal Tax
San Francisco Marriott Marquis
55 Fourth Street
San Francisco, CA 94103
Speaking Engagement
Impact of FIRPTA, U.S. REIT Act on Timber REITs
3/24/2011
Federal Tax, Real Estate + Timber Taxation, REITs
Speaking Engagement
Cutting-Edge Tax Strategies
3/2/2011
Federal Tax
Speaking Engagement
FBA Section on Taxation 35th Annual Tax Law Conference
2/25/2011
Federal Tax
Washington, D.C.
Speaking Engagement
Tax Issues in Real Estate Loan and Lease Workouts, Foreclosures and Short Sales, Avoiding Unintended Tax Consequences with Distressed Property
1/19/2011
Federal Tax
Webinar
Navigating Recent Tax Developments & Avoiding Adverse Tax Consequences for Distressed Debt Investments
1/13/2011
Federal Tax
Montage Resort
30801 South Coast Highway
Laguna Beach, CA 92651
Speaking Engagement
West Legalworks Webinar: Contingent Capital
12/1/2010
Banking + Financial Services, Capital Markets, Federal Tax, Financial Institutions + Financial Services, New Products
Webinar
Federal Bar Association: Schedule UTP and Related Guidance
11/1/2010
Federal Tax
Morrison & Foerster LLP
2000 Pennsylvania Ave
Washington, D.C. 20006
Seminar
U.S. v. Deloitte:
Expansion of Work Product Doctrine in Tax Controversies
9/28/2010
Federal Tax, Federal Tax Controversy
Webinar
Uncertain Tax Positions:
Evolving Risks for U.S. Companies Webinar
8/3/2010
Federal Tax, Federal Tax Controversy
Webinar
The Effect of Regulatory Reform on Tier 1 and Other Hybrid Capital Instruments and on the Financing Environment for Financial Institutions
7/6/2010
Banking + Financial Services, Capital Markets, Federal Tax, Financial Institutions + Financial Services, New Products
Morrison & Foerster LLP
1290 Avenue of the Americas
39th Floor
New York, NY 10104
Seminar
The New IRS Employment Tax Audit Initiative: Strategies to Prepare for Audits Given Anticipated Tax and Compensation Targets
6/1/2010
Federal Tax
Webinar
Textron vs. United States: Are Tax Accrual Workpapers Protected Work Product?
5/25/2010
Federal Tax
Morrison & Foerster LLP
2000 Pennsylvania Ave., NW
Suite 6000
Washington, D.C. 20006
Speaking Engagement
ITR Web Seminar: U.S. Foreign Account Tax Compliance Act ("FATCA")
5/20/2010
Federal Tax
Webinar
FATCA Update
5/4/2010
Europe, Federal Tax, Taxation | Europe
Teleconference
Speaking Engagement
Understanding Tax Implications of Debt Liability Management
4/8/2010
Capital Markets, Federal Tax, Liability Management, REITs
Online
Speaking Engagement
34th Annual Tax Law Conference Presented by the Federal Bar Association Section on Taxation
3/5/2010
Federal Tax
Ronald Reagan Building and International Trade Center
1300 Pennsylvania Avenue, NW
Washington, D.C. 20004
Speaking Engagement
Hybrid Capital
3/4/2010
Banking + Financial Services, Capital Markets, Federal Tax, Financial Institutions + Financial Services, New Products
Morrison & Foerster LLP
1290 Avenue of the Americas, 39th Floor
New York, NY 10104
Seminar
West Legalworks Webinar: How Will Regulatory and Accounting Reform Change Securitization?
2/9/2010
Capital Markets, Federal Tax, Structured Finance + Securitization
Webinar
IFLR Web Seminar: U.S. and E.U. Hybrid Capital
2/3/2010
Banking + Financial Services, Capital Markets, Federal Tax, Financial Institutions + Financial Services, New Products
Webinar
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