Virtual 2024 Fall Tax Meeting

Holland & Knight attorneys are participating in the American Bar Association's (ABA) Virtual 2024 Fall Tax Meeting. This five-day virtual event hosts the country's leading tax attorneys and government officials, discussions the latest tax policy trends and other related topics.

Agenda

Monday, September 23, 2024

Clean Energy Credits & Incentives in the Inflation Reduction Act – Updates and Recent Guidance, the Birth of Administrative Tax Controversy and the Death of Chevron (Part 1)
12:30 – 2:00 p.m.
Moderator: Amish Shah
Speaker: Daniel Strickland

Tax attorney Amish Shah will moderate a session featuring fellow tax attorney Daniel Strickland that will examine the updates regarding guidance related to the expansive clean energy credits and incentives in the Inflation Reduction Act (IRA). This discussion will cover tax credit transferability and direct pay, technology-neutral credits, 637 registrations, prevailing wage and domestic content, and issues facing taxpayers in administrative tax controversy.

Clean Energy Credits & Incentives in the Inflation Reduction Act – Updates and Recent Guidance, the Birth of Administrative Tax Controversy and the Death of Chevron (Part 2)
2:30 – 4:00 p.m.
Moderator: Amish Shah
Speaker: Daniel Strickland

Mr. Shah will also moderate a second panel with Mr. Strickland reviewing updates regarding guidance related to the expansive clean energy credits and incentives in the IRA.

Wednesday, September 25, 2024

ERC Freeze Tag: Lessons Learned from Employee Retention Credit Examinations and Appeals
11:15 a.m.
Moderator: Daniel Strickland

Mr. Strickland will be moderating a panel exploring the IRS' announcement of a processing moratorium on new employee retention credit (ERC) claims This panel will provide professional insight on the challenges facing the IRS as it balances the need to prevent fraud and fairness in processing outstanding ERC claims for refund.

Friday, September 27, 2024

Mirror, Mirror – A Look into the Tax System Relating to U.S. Territories
10:30 a.m. – 12:00 p.m.
Speaker: Bibiana Cruz

Tax attorney Bibiana Cruz will be speaking on a panel about the history and operation of certain Internal Revenue Code provisions relating to U.S. Territories, including the Commonwealth of Puerto Rico, the Virgin Islands of the United States, the Commonwealth of the Northern Mariana Islands, American Samoa and Guam territories. Ms. Cruz will discuss distinctions between mirror and non-mirror territorial tax rules, territory sourcing and residency issues, and more.

Hear Me! How and When to Get Comments on Tax Matters to Lawmakers
2:30 – 4:00 p.m.
Speaker: Joshua Odintz

Tax attorney Joshua Odintz will be addressing how taxpayers and their advisers can most effectively submit comments on legislative proposals and existing rules to members of Congress and state legislators. The panel will examine when commentators should work with other groups or form coalitions to reach lawmakers, what should happen when someone wants to testify before lawmakers or at a public meeting, and what tax attorneys should know to get their ideas to improve tax systems before lawmakers.