American Bar Association
Section of Taxation: DIVERSITY COMMITTEE

Section of Taxation:

Message from the Chair

Welcome to the Diversity Committee website!

The ABA Section of Taxation enthusiastically embraces the concept of diversity, and believes that diversity in our membership brings a variety of unique and valuable skills and perspectives to the Section and to its lawyer members. The primary goals of the Diversity Committee are (i) to provide lawyers of color, women lawyers, LGBT lawyers, young lawyers, lawyers with disabilities, and lawyers from diverse backgrounds with opportunities to become involved in the ABA Section of Taxation and in the leadership of the Diversity Committee and other ABA Section of Taxation committees and (ii) to present programs on diverse areas of tax.

Diversity can be thought of in many different ways. Each person can bring a diverse perspective to any panel, whether it be with respect to ethnicity, gender, sexual orientation, years of experience, geographic location, or professional background. We hope that you will consider adding your diverse prospective to our Committee.

Please check here periodically to see the programs the Committee is working on and what we have planned for the next meeting. We welcome new members to the Committee and also encourage suggestions for programs!

If you would like to be updated on the upcoming programs of the Diversity Committee, please join our committee and subscribe to our listserve or feel free to contact me. Please let me know if you have any ideas for panels or if you would like to participate on a panel!

We hope that you will become involved in our Committee and look forward to seeing you September 17-19, 2015 at the Joint Fall CLE Meeting in Chicago, IL!

-Cathy Fung, Chair

Committee Materials from Recent Meetings

Did you know thousands of pages of cutting-edge committee program materials are available to you as a Tax Section member? These documents contain analysis of the latest federal tax policy, initiatives, regulations, legislative forecasts, and planning ideas developed by the country's leading tax attorneys and government officials. Access these materials now.

Join Us



Fung, Cathy


Cano, Jairo
Ishmael, Olu
Kucia, Audrey

Committee Roster  


2015 May Meeting

Committee Events

Diversity Luncheon

May 8, 2015

Join us for lunch at the Diversity Luncheon!

Everyone, Lean In:  Changing the Organizational Culture to Embrace Balance and Diversity

May 8, 2015

This panel will discuss tried and true methods of raising awareness of diversity issues in organizations and practice groups as it applies to work-life balance for both women and men.  The panelists will discuss how everyone benefits from changing the organizational culture to embrace a flexible and diverse work environment.  In particular, the panel will provide insight into methods for helping individuals and organizational decision makers to identify hidden personal and professional biases in a positive way in order to effect lasting organizational change.  Finally, the panel will focus on what we can do to provide opportunities for everyone and by doing so, obtain the substantial benefits of a gender-neutral and diverse organizational culture. 

Moderator: Brad J. Axelrod, McGlinchey Stafford, PLLC, Baton Rouge, LA
Panelists: Annette Guarisco Fildes, The ERISA Industry Committee (ERIC), Washington, DC; Lawrence B. Gibbs, Miller Chevalier, Chartered, Washington, DC; Gary Heald, Director, LLM Executive Education, Georgetown University Law Center, Washington, DC; Jaye A. Calhoun, McGlinchey Stafford, PLLC, New Orleans, LA

Working With Your Client: Perspectives From In-house Counsel

May 8, 2015
What do your clients want and how do they want it? What is the best way to work with your client to ensure that their legal and business needs are met? A panel of current and former in-house counsel will discuss their views on best practices for working and interacting with outside counsel. The panel will also focus on diversity issues in this area.

Moderator: Professor Allen D. Madison, University of South Dakota School of Law, Vermillion, SD
Panelists: Annette Guarisco Fildes, The ERISA Industry Committee (ERIC), Washington, DC; Stephen Ianello, Con Edison, New York, NY

Co-sponsored by: Tax Practice Management

Ensuring Ethical Client Solicitations

May 8, 2015
This panel will explore what types of activities constitute solicitation and will include a discussion of the applicable ABA Model Rules and Circular 230 § 10.30. We will discuss traditional communications, the ethical implications of modern technologies (such as LinkedIn and Twitter), and provide some best practices. This panel is designed for young lawyers looking to grow their practice, those who may be contemplating a change of employment, or anyone who wants a refresher in this thorny area.

Panelists: Karen L. Hawkins, Director, Office of Professional Responsibility (IRS), Washington, DC; Matthew S. Cooper, EY, Washington, DC; Joseph A. DiRuzzo, III, Fuerst Ittleman David & Joseph, Miami, FL; Rachel L. Partain, Caplin & Drysdale Chtd., New York, NY

Co-sponsored by: Standards of Tax Practice

Tax Bridge to Practice

May 7, 2015
Nuts & Bolts: Introduction to Life Insurance Company & Contracts Taxation
Co-sponsored by: Insurance Companies


Nuts and Bolts: Federal Estate, Gift and Generation-Skipping Taxes
Co-sponsored by: Estate & Gift Taxes

Tax Tales: The Seminal Cases of Subchapter C
Co-sponsored by: Corporate Tax

On the Road Toward Diversity and Inclusion: Leading to Opportunities for All
Co-sponsored by: Financial Transactions

Section Events

    Affordable Care Act Implementation Issues Impacting Individuals and Families


    The 2015 filing season was the first in which the Affordable Care Act impacted individual taxpayers tax returns. The panel will discuss problems encountered by both taxpayers and the IRS during this filing season. The panel will also discuss recently issued guidance and provide information on representing ...

    2015 Joint Fall CLE Meeting

    Sheraton Chicago Hotel & Towers

    Chicago, IL welcomes the ABA Section of Taxation and the Trust and Estate Law Division of the ABA Section of Real Property, Trust and Estate Law to the 2015 Joint Fall CLE Meeting, September 17-19, 2015!Join us and take advantage of the opportunity to meet with the countrys leading attorneys and government ...

    Everything (Well, Most Things) You Need to Know About Taxation of Domestic Captives


    Everything (Well, Most Things) You Need to Know About Taxation of Domestic Captives

Modified by Cathy Fung on July 31, 2015

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