Paul G. Marcotte, Jr.
4800 Hampden Ln, Ste 700
Bethesda, MD 20814-2955
P: (301) 951-9368
F: (301) 654-0165
Section Dues: $20 per year
Symposium: U.S. Taxpayers’ Foreign Accounts: FATCA, Voluntary Disclosure & Summonses
Co-hosted by University of Baltimore Graduate Tax Program
Monday, March 24, 2014
6:00 pm - 8:00 pm
Keynote Speaker: Professor Richard Harvey, Villanova Law
John & Frances Angelos Law Center
University of Baltimore
Twelfth Floor Reading Room
1401 N. Charles Street
Baltimore, MD 21201
Light Hors d’oeuvres & Beverages Served
No charge for attendance, but space limited to 80
Please RSVP to
Theresa Michael, (410) 685-7878 x3017
Save the Date!
Annual Shulbank Dinner
Thursday, May 15, 2014
Keynote Speaker: Nina E. Olson, National Taxpayer Advocate
The Belvedere Baltimore
1 East Chase St, Baltimore, MD 21202
Maryland State Bar Association Taxation Section Comments to
Temporary Regulations on PFICs and Related Recommendations
New! Maryland Taxes, Fifth Edition
For more than three decades, Maryland Taxes has served as a definitive source of guidance on the Maryland tax system. New Fifth Edition available now!
Comptroller Advises Taxpayers of Delay to
Start of 2014 Tax Season Due to IRS Issues
January 7, 2104 Employee Benefits Study Group Handout:
Lost Participants – Discussion Outline
IRS issues DOMA Guidance
Tax Talk: Winter 2014
Tax Talk: Fall 2013
Tax Talk: Spring 2013
IRS Form 4180 - Report of Interview with Individual Relative to Trust Fund Recovery Penalty or Personal Liability for Excise Taxes
The Tax Section Council is now calling for nominations for the J. Ronald Shiff Memorial Pro Bono Award and the Tax Excellence Award.
J. RONALD SHIFF MEMORIAL PRO BONO AWARD
The Maryland State Bar Association's Section of Taxation is seeking nominations for the 2014 J. Ronald Shiff Memorial Pro Bono Award. The Award is presented annually to an attorney (whether in private practice, government, academia, public service or other area) who has demonstrated a commitment to providing legal services to low-income taxpayers. The Award will be presented to the recipient at the Section of Taxation’s Annual Irving Shulbank Memorial Dinner and Program to be held on May 15, 2014, at the Belvedere in Baltimore.
TAX EXCELLENCE AWARD
The Maryland State Bar Association’s Section of Taxation is seeking nominations for the 2014 Tax Excellence Award. The Tax Excellence Award is presented annually to an attorney, law school professor, public official or member of the judiciary who exemplifies professional, academic or public service excellence, integrity, compassion and commitment in the areas of practicing, teaching or developing tax law or tax policy. The Award will be presented to the recipient at the Section of Taxation’s Annual Irving Shulbank Memorial Dinner and Program to be held on May 15, 2014, at the Belvedere in Baltimore.
If you know an individual who should be considered for either award, please send your nomination by email (firstname.lastname@example.org), or fax (410-244-7742), to Jennifer Pratt, Chair of the Tax Excellence Award Committee. To submit a nomination, please send a brief statement as to why you feel the nominee is worthy of consideration. Please include the nominees name, professional address, telephone number, and professional biographical background. Nominations must be submitted by March 21, 2014.
TAXATION SECTION UPDATES:
Maryland Tax Court Opinions Searchable PDF - members only
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2011 Maryland Tax Practitioner's Handbook (members only)
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- Tha Annual Irving Shulbank Memorial Dinner, May 16, 2013 (video)
- Federal Regulations - 26 CFR Parts 1 and 602 [TD 9632] RIN 1545–BL36,
Shared Responsibility Payment for Not
Maintaining Minimum Essential
- Nominations for Section Council - 2013/2014 (Posted May, 2013)
- 2011 MSBA Annual Meeting
Business Issues of Law Firms -- Genesis to Armageddon
*Create a Free Gore Borthers account to view videos
- Nominations for Section Council - 2011/2012 (Posted May 11, 2011)
- Report on the December Joint Section Meeting of the Tax and Immigration Law Sections (Posted Feb. 22, 2011)
- Employment Tax Examination Basics and Hot Topics - Tax Section Webinar on April 20 (Posted Feb. 9, 2011)
- Join Section Meeting with Immigration Law on December 9.
- Tax Networking Night on November 18 (Posted Nov. 8, 2010)
- Pro Bono Resource Center Benefit Gala on November 13 (Posted Oct. 25, 2010)
- Advanced Tax Institute on November 1-5 (Posted Oct. 8, 2010)
- Fall MVLS Tax Controversy Training Was a Success! (Posted Sept. 20, 2010)
- The Maryland Tax Practitioner's Handbook has been updated for 2010 (Aug. 19, 2010)
- Advising Clients Seeking to Come in From the Cold: IRS Voluntary Disclosure Basics - Tax Section Webinar on October 27 (Aug. 17, 2010)
- Sixth Circuit approves IRS foreclosure of couple's home owned as tenants by entirety (Aug. 6, 2010)
- IRS Highlights Job Opportunities for New Grads on YouTube (July 6, 2010)
- Tax Section Members Can Now Access the Maryland Tax Practitioner's Handbook Online!
2012/2013 ANNUAL REPORT:
This Section continued to staff its U.S. Tax Court Pro Bono Program, provided valuable input into tax legislation pending before the Maryland General Assembly, and worked closely with MSBA on tax-related CLE materials. It also provided its members with an opportunity to mingle with tax and accounting colleagues, as well as state and federal tax officials, at the Section’s annual Tax Networking Night in November, and held an open educational meeting to discuss the tax implications of pending cases before the U.S. Supreme Court that will decide the constitutionality of the federal Defense of Marriage Act in April. The Section also continued working on a project to post decisions of the Maryland Tax Court on the Section’s webpage. It will host its annual Irving Shulbank Memorial Dinner and program, where it will recognize outstanding lawyers through its Tax Excellence and J. Ronald Shiff Memorial Pro Bono Awards, in May, and will present a program, “Do Ask, Do Tell (Unless You are Telling the IRS)”, examining the treatment of same-sex couples by the IRS, Maryland, and other jurisdictions while considering the numerous planning issues and opportunities faced by same-sex couples and their legal counsel, at the MSBA Annual Meeting.
The promotion of Fulfillment and Prosperity in the Practice of Tax Law through the Exchange of Knowledge and Service to the Community.
The purposes of this Section are to bring together for furtherance
of their mutual interest members of the Maryland State Bar Association
concerned with the law relating to taxes; to stimulate interest of members
of the Maryland State Bar and inform them in the law concerning Maryland
and Federal taxation; to study proposed improvements and reforms in such
laws through legislation and otherwise; and generally to promote the interests
and welfare of the public and members of the Bar in the areas of taxation.
The benefits of joining the Taxation Section include the Tax Talk newsletter, Tax Section Email List, tax study groups, the Maryland Tax Practitioner's Handbook, the annual Tax Networking Night (Fall) and the Shulbank Dinner (Spring), a State Tax Legislation Committee and pro bono opportunities.
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