PHOTO GALLERY
 
FISHERMAN'S WHARF 2011
 Morgan King's 10th ANNUAL
Discharging Taxes In Bankruptcy
Power Workshop & Symposium

CLICK HERE FOR
REPORT ON THE COURSE BY
KING BANKRUPTCY LETTER

CLICK HERE FOR
DETAILED INFORMATION ABOUT
THIS COURSE

THIS COURSE APPROVED
FOR 14.25 HOURS MCLE CREDIT
By Cal State Bar 2011-2012

Lawyers, enrolled agents and paralegals from all over the United States attended

The 3-day academy was held at the Holiday Inn at Fisherman's Wharf, San Francisco, California, Nov. 14-16 2011 

 

 
  

LEFT: Chief instructor Morgan King on Day 1 covering tax discharge in Chapter 7 and Chapter 13.


  MCLE CREDIT
THIS COURSE APPROVED FOR 14.25 HOURS CLE CREDIT
By the California State Bar
Provider # 9731

DISTINGUISHED GRADUATES
DISCHARGING TAXES 2011
San Francisco - Fishermans' Wharf
* asterisk indicates a faculty member

Andy Kern, Petaluma, CA
Brian Sheehan, Everett, WA
Cawood Bebout, Burlington, WA
Chandra Apperson, Redwood Valley, CA
David Floren, Pleasanton, CA
*David Greenberg, San Diego, CA
Donald Bryeans, Hurst, TX
*Don (Mac) MacPherson, Phoenix, AZ
G. Martin Johnson, Burnsville, MN
Gary Hinck, Topeka, KA
George Holler IV, Milford, CT
Gina Klump, Petaluma, CA
Glen Gates, Fresno, CA
Gregory Hilton, Chicago, IL
Herbert "David" Cox, Lynchburg, VA
Jeremy Winter, Sacramento, CA
Keith McAllister, Tiburon, CA
*Larry Heinkel, Tampa Bay, FL
Laura Ferree, Truckee, CA
*Max Cline, Oakland, CA
*Melanie Tavare, Oakland, CA
Nate Haynor, Stillwater, MN
Nathan MacPherson, Encinitas, CA
Patrick Greenwell, Sonora, CA
Paul Groff, Long Beach, CA
*Reba Wingfield, Little Rock, AR
Robert Jacobs, Pleasanton, CA
Robert LaMontagne, Statesville, NC
Ross Edward Murray, London, KY
Sherri Carver, Oklahoma City, OK
Steven Hathaway, Bellingham, WA
Thomas Neeleman, Everett, WA
Todd Wincek, Chicago, IL

  

TOP: Chief instructor Morgan King (pointing) responding to a question from the class.

LEFT: Faculty members Melanie Tavare and Max Cline (Max Cline Law Offices, Oakland, CA) listen intently to another presenter's lecture.

RIGHT: The regular morning continental breakfast is always an attraction.

I truly enjoyed your conference tremendously.  Finally, a great topic discussed at a high level as it needs to be!  Great speakers and attendees.

Larry Heinkel, St. Petersburg, FL

 

ABOVE: Faculty member Mac MacPherson lectures on tax and bankruptcy litigation

KEY TOPIC AREAS COVERED IN 3 DAYS
  • Discharging of taxes in Chapter 7
  • Discharge of taxes in Chapter 13
  • Tolling events
  • Obtaining & using IRS tax transcripts
  • Handling tax liens in bankruptcy
  • How the IRS Insolvency section works
  • State sovereign immunity
  • Traps for the unwary
  • Levies as preferential
  • Offers-in-compromise as an alternative remedy
  • Collection Due Process hearings
  • Tax Court litigation

 


Left, above, right: breaks frequently lead to small groups discussing issues (or where to have lunch)

  
ABOVE: Faculty member Melanie Tavare (of the Max Cline
law firm in Oakland, CA speaks on In re Jones
 

 

As always, the program was a great success. Personally, I became aware of several new procedures and perspectives that I can apply right away on behalf of my clients. This is invaluable to me.

David S. Greenberg, San Diego, CA

Holiday Inn at Fisherman's Wharf 

I liked Morgan's low key, informal approach. I would have preferred a little more structure on the basics as I need it but I understand there was a broad range of participants. The materials were very helpful. I will attend future events.

Glen Gates, Fresno, CA

Really enjoyed the class and it opened my eyes to mistakes I have made in the past. It also showed me that I could handle tax matters. I have already recommended this class to other attorneys. Thank you for taking the time to put this class together and instruct it.

Robert LaMontagne, Statesville, NC  

ABOVE: Arkansas faculty member Reba Wingfield speaks on IRS Collection Due Process procedures
 
I thought the overall program was great. The OIC presenter, Dave Greenbergh, was very helpful during and after the program. I thought Morgan King's presentation was clear and understandable - and I appreciated Morgan's willingness to address class questions as they came up. Larry Heinkel's presentation was excellent as was Reba Wingfield's presentation. Overall, a really good presentation. Everything was top notch.

Robert Jacobs, Pleasanton, CA

 
ABOVE: California attorney and faculty member David Greenberg lecturing on offers-in-compromise

TOP: Faculty presenters Larry Heinkel (the Tax Discharge Determinator) and Reba Wingfield (Collection Due Process procedures) chat during a break.

ABOVE: Faculty presenter Don ("Mac") MacPherson (Litigation) grabs a bite.

Thanks again for the great seminar. In over 30 years of CEB classes, I don't think I have ever been through such a dynamic and informative seminar. And I think the extensive written materials alone lift your program above the rest. You will see me again. 

Keith McAllister, Tiburon, CA

ABOVE: Faculty presenter David Greenberg (offers-in-compromise) at the podium.
ABOVE: Larry Heinkel explaining a point about his exciting new Tax Discharge Determinator.

 

ATTORNEYS CAME FROM:
  • California
  • Washington
  • Kansas
  • Arkansas
  • Texas
  • Oklahoma
  • Virginia
  • Utah
  • Minnesota
  • Illinois
  • Connecticut
  • North Carolina
  • Arizona
  • Kentucky
ABOVE: Administrative assistance Christina Gatterman explains how to use the Hotel Wi-Fi password.
Great seminar! There was a lot of information to digest, but everything was timely and relevant.

Gina Klump, Petaluma, CA

 

FAR LEFT: Photographer Morgan King III takes a break.

NEAR LEFT: Faculty presenter Max Cline at the podium, introducng Melanie Tavare's presentation on In re Jones (the tolling effect of post-petition tax claims in chapter 13).