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TAX TALK
Published by the Section of Taxation of the Maryland
State Bar Association, Inc.
· Jonathan Z. May, Chair ·
Stephanie Ketchum, Editor,
Catherine Mary Rafferty, Asst. Editor
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Volume XI Number 1
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Fall 2002
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2002-2003 STUDY GROUP MEETING SCHEDULES
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STATE TAX STUDY GROUP |
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DATE |
SPEAKER
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TOPIC
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| 11/12/02
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Karen Syrylo
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Multi-state developments from a Maryland
perspective
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| 12/17/02
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Jerry Langbaum
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Update of recent cases and legislation
involving the Comptroller of the Treasury
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| 01/21/03
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David Lyon
Bill Hammond
Jeffrey Comen
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Update of recent cases and legislation involving
the State Department of Assessments and Taxation
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| 02/18/03
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Ed Muth
Michael Griffin
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Administrative developments at the State Department of Assessments and Taxation; recent cases and legislation
regarding personal property tax
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| 03/18/03
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Richard Glacken
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Hearings and Appeals Division
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| 05/15/03
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Jim Dawson
Jim Arnie
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Update of recent cases and legislation regarding
the Maryland income tax
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| 05/15/03
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Linda Tanton
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Update of recent cases and legislation regarding
the Maryland sales and use tax; developments regarding the Compliance
Division
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** All meetings begin at 8:30 a.m. at the offices of Denick &
Hyman, P.A. (20 South Charles St., Suite 300, Baltimore, Maryland)
Contact: Gary M. Hyman, Esquire
Phone: (410) 727-6900
E-mail: gmh@denickhyman.com
TRANSACTIONAL TAX STUDY GROUP
| November 20, 2002 |
March 19, 2003 |
| December 18, 2002 |
April 16, 2003 |
| January 15, 2003 |
May 21, 2003 |
| February 19, 2003 |
June 18, 2003 |
**All meetings are roundtable discussions, beginning at 12 noon at the
offices of Whiteford, Taylor & Preston LLP. (7 St. Paul Street, 15th Floor, Baltimore, Maryland).
Contact: Jonathan Z. May, Esquire
Phone: 410-347-8781
E-mail: jmay@wtplaw.com
| ESTATE AND GIFT TAX STUDY GROUP |
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DATE |
SPEAKER |
TOPIC |
| 11/14/02 |
Kenneth D. Hornstein, Esq. |
Planning Opportunities Under the
New Required Minimum Distribution CFP, Allfirst Wealth Management
Regulations |
| 12/12/02 |
Joan L. O’Sullivan, Esq.,
Assistant Professor of
Maryland School of Law |
Guardianship in Maryland |
| 1/16/03 |
TBA |
TBA |
| 02/13/03 |
Lawrence J. Macklin, Esq.,
Bank of America Private Banking |
Heckerling (Miami) Institute on
Estate Planning |
| 03/13/03 |
TBA |
TBA |
| 04/10/03 |
TBA |
TBA |
| 05/8/03 |
TBA |
TBA |
| 6/__/03 |
TBA |
TBA |
** All meetings begin at 12:30 pm at the Bank of America, Tower 1, 4th
Floor, 100 South Charles Street, Baltimore, Maryland.
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MONTGOMERY/PRINCE GEORGE’S COUNTY TAX STUDY GROUP
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DATE
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TOPIC
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MEETING LOCATION
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| 11/21/2002 |
Fiduciary Tax Traps |
Miles & Stockbridge
22 West Jefferson Street, Rockville, MD 20850 |
| 1/30/2003 |
Heckerling Update |
Law Offices of Marilyn E. Nelson
3 Bethesda Metro Center, Suite 700, Bethesda, MD 20814
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| 2/27/2003 |
Private Foundations |
Linowes & Blocher, LLP
1010 Wayne Avenue, Tenth Floor, Silver Spring, MD 20910-5600 |
| 3/27/2003 |
Charitable Lead Trusts |
Shulman, Rogers, Gandal, Pordy &
Ecker, P.A.
11921 Rockville Pike, Suite 300, Rockville, MD 20852-2743 |
| 4/24/2003 |
Split Dollar Life Insurance
or Buy-Sell Agreements & §2703 |
Offices of Lawrence I. Wachtel
1401 Rockville Pike, Suite 560,
Rockville, MD 20852-1434 |
| 5/22/2003 |
Roundtable Discussion |
Grossberg Company, LLP
Two Democracy Plaza
6707 Democracy Boulevard, Suite 300, Bethesda, MD 20817 |
** All meetings begin at 8:00 a.m. and adjourn by 9:15 a.m.
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