Top Federal Tax Issues for 2015

Webinar: ID# 1015555
Recorded CD
About This Course:
The federal tax landscape is constantly changing as the Treasury Department and Internal Revenue Service continue to look for ways to generate revenue. Tax practitioners are often struggling to keep up with the fluidity of the tax law.

This webinar provides a general overview of certain selected topics that are trending issues among tax practitioners in 2015. Specifically, this webinar will discuss the current IRS focus on international tax reporting, the net investment income tax rules, Affordable Care Act developments, employment tax issues, and other hot tax topics for 2015. Tax practitioners in particular must always make sure that they are up-to-date with respect to the ever-changing tax rules. This webinar will give tax practitioners a general understanding of some of the most current tax topics for 2015.


International Tax Reporting Compliance
  • FATCA Overview
  • FBAR/8938 Reporting Rules
  • Compliance Options
General Overview of the Net Investment Income Tax
  • General Rules Regarding the Net Investment Income Tax
  • Issues with Sale of S Corporation Interests and Partnership Interests
  • Issues with Trusts and Material Participation Rules
Affordable Care Act Update

Employment Tax Update

Other Hot Topics

About The Presenters

Matthew D. Lee
  • Partner in the Philadelphia office of Blank Rome LLP
  • Former U.S. Department of Justice trial attorney
  • Practice emphasizes all aspects of white collar criminal defense and federal tax controversies
  • Advises clients on FATCA and FBAR reporting requirements and IRS voluntary disclosure programs
  • Counsels foreign banks on FATCA compliance issues
  • Frequent speaker and writer on issues relating to the IRS voluntary disclosure programs, DOJ/IRS enforcement efforts regarding undeclared foreign bank accounts, and FBAR and FATCA rules and regulations
  • Member of the Pennsylvania, New York, New Jersey and District of Columbia Bars
  • J.D. degree, Emory University School of Law; B.A. degree, Furman University
Nancy Oliphant Ryan
  • Of counsel in Blank Rome LLP’s employee benefits and executive compensation practice
  • Practice encompasses all aspects of benefit and compensation arrangements
  • Works with corporations, partnerships, and LLCs in all stages of development, in the design and implementation of equity-based compensation arrangements, long-term incentive plans, and other bonus arrangements
  • Counsels both employers and executives in the negotiation and documentation of senior executive employment, change in control, and severance agreements
  • Advises public, private, and tax-exempt entities with respect to the design and administration of qualified retirement plans, including 401(k), profit sharing, and defined benefit pension plans, and nonqualified deferred compensation arrangements and welfare benefit plans
  • Extensive experience counseling clients on the employee benefits and compensation aspects of mergers, acquisitions, and other corporate transactions
  • Graduate, Northwestern University School of Law, served as an associate note and comment editor of the Northwestern University Law Review
Jeffrey M. Rosenfeld
  • Attorney in the Philadelphia office of Blank Rome LLP
  • Concentrates his practice in the area of business tax law
  • Counsels public and private corporations, partnerships, and individuals in a broad array of tax matters including domestic and international tax matters; state and local tax planning; tax-efficient structuring of domestic and international mergers, acquisitions, divestitures; reorganizations, spin-offs, redemptions and liquidations; formation, operation and acquisition of Subchapter S Corporations, partnerships and limited liability companies; federal, state, and local criminal and civil tax controversies, including audits, administrative appeals, and litigation; and issuances of equity-based compensation
  • Counsels corporate clients and individuals regarding undeclared foreign bank accounts, including FBAR reporting obligations, and has represented numerous clients in the Internal Revenue Service’s Offshore Voluntary Disclosure Program
  • Frequently writes on issues related to the FBAR and FATCA rules and regulations and international tax compliance issues
  • J.D. degree, University of Pennsylvania Law School; L.L.M. degree, New York University School of Law; B.S. degree, Yeshiva University
Jeffrey Winkleman
  • Partner-in-charge of Tax and Business Services for Blank Rome LLP's Philadelphia office
  • Oversees the delivery of all aspects of tax planning and compliance services
  • Extensive experience and in-depth knowledge complements his unique service style; he prides himself on being flexible and adapting to his clients’ needs; he attributes this ability as one of the major reasons for his success
  • Often engaged by clients needing representation before the Internal Revenue Service and other taxing authorities; his highly intelligent approach to the negotiation process often leads to significant refunds or settlements
  • More than 25 years of experience
  • Quoted in articles and frequently speaks on tax topics to attorneys, trade association members and clients
  • Member of the Firm’s National High Technology Industry group
Top Federal Tax Issues for 2015
Available on CD format
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