Note: the date of this call has been changed from January 8, 2014 to January 9, 2014.
Please join us on our quarterly group membership call on Thursday, January 9, 2014 at 11:00 AM Central (12:00 PM Eastern) time.
This quarter's presentation will feature David J. Dietrich, Dietrich & Associates, P.C., Billings, Montana, and Nancy A. McLaughlin, Robert W. Swenson Professor of Law, University of Utah S.J. Quinney College of Law. Since 2006, courts have decided more than forty cases challenging charitable deductions claimed with respect to conservation easement donations, and the IRS continues to scrutinize these transactions closely. David and Nancy will highlight the important lessons to be learned from the growing body of case law and provide practical structuring, drafting and tax reporting suggestions to help ensure a successful easement transaction.
In addition, we will update the Group on recent Group activities and provide a preview of the upcoming Spring Symposia in Chicago on May 1-2, 2014.
Call-in number: 866-646-6488 (International: +1 707-287-9583)
Participant pass code: 7255887619
And please mark your calendars for future Group calls at 11:00 a.m. Central on Wednesday, April 2, 2014 (Terry Mazany, CEO of the Chicago Community Trust, on Community Foundations in the 21st Century) and Wednesday, July 9, 2014 (Ramsay Slugg, U.S. Trust, on advising collectors).