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
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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
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DISTINGUISHED
GRADUATES
DISCHARGING
TAXES 2011
San Francisco - Fishermans'
Wharf
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* 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
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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.
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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
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ABOVE: Faculty member Mac
MacPherson lectures on tax and bankruptcy
litigation
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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
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Left, above, right: breaks
frequently lead to small groups discussing issues (or where
to have lunch)
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ABOVE: Faculty
member Melanie Tavare (of the Max Cline
law firm in Oakland, CA speaks on In re Jones
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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
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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
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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
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ABOVE: Arkansas
faculty member Reba Wingfield speaks on IRS Collection
Due Process procedures
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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
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ABOVE:
California attorney and faculty member David Greenberg
lecturing on offers-in-compromise
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TOP: Faculty presenters
Larry Heinkel (the Tax Discharge Determinator) and
Reba Wingfield (Collection Due Process procedures) chat
during a break.
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ABOVE: Faculty
presenter Don ("Mac") MacPherson (Litigation) grabs a
bite.
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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
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ABOVE:
Faculty presenter David Greenberg
(offers-in-compromise) at the podium.
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ABOVE: Larry
Heinkel explaining a point about his exciting new Tax
Discharge Determinator.
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ATTORNEYS CAME
FROM:
- California
- Washington
- Kansas
- Arkansas
- Texas
- Oklahoma
- Virginia
- Utah
- Minnesota
- Illinois
- Connecticut
- North Carolina
- Arizona
- Kentucky
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ABOVE:
Administrative assistance Christina Gatterman explains
how to use the Hotel Wi-Fi password.
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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).
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