PHOTO GALLERY
 
The 2006 San Francisco BAPCPA Academy!

Approved for 11.5 CLE hours by Calif. State Bar
December 4 & 5 2006
FACULTY: Morgan D. King, Marguerite Kirk, Marilyn Garner, David A. Tilem, Jerry Satterberg
Cathedral Hill Hotel

DETAILED OUTLINE FOR TAX DISCHARGE

DETAILED OUTLINE FOR BACPA SESSION

DETAILED OUTLINE FOR PROTECTING FEES

Right:
Chief presenter Morgan King using
old technology to demonstrate
tax discharge issues

 

BELOW: Presenters Marilyn Garner (left, Arlington
Texas) and Marguerite Kirk (Bedford, Texas).

BELOW:: Marilyn and Marguerite do
a skit demonstrating a client interview

 

Right: Enjoying the snack bar
during a break

Below: Presenter David Tilem (Glendale, CA) interjecting a point in the skit

  

 Below: A sunset over Van Ness, near the hotel

 

Left: Tilem addressing issues of individual
Chapter 11 under BAPCPA

 

Below: In back row, still
awake and attentive!


 

DAY 1 - DISCHARGING TAXES UNDER BAPCPA

Based on his updated book on the subject, featured presenter Morgan King brings you up to date on critical changes to this remedy for delinquent taxes imposed by BAPCPA. He'll walk you through the "new basics," and then focus in on hidden traps for the unwary.

The whole subject will be covered, including discharging taxes in chapter 7 & chapter 13, tolling events, issues presented by tax liens, using and understanding tax transcripts, and other related issues.

A REVIEW OF THE BASICS OF DISCHARGE
A CLOSE LOOK AT THE IMPORTANT CHANGES IMPOSED BY BAPCPA
NEW OPPORTUNITIES IN SOME SITUATIONS
THE CRITICAL DIFFERENCE BETWEEN § 523 TAXES AND § 507 TAXES
THE PROBLEM OF POSTPETITION INTEREST
USING AND UNDERSTANDING TAX TRANSCRIPTS*
DEALING EFFECTIVELY WITH TAX LIENS
SOME LITIGATION ISSUES
AND ETC.

DETAILED OUTLINE FOR TAX DISCHARGE

ON DISCHARGING TAXES

. . . the course was excellent and would take it again and bring my associate.  Of course we would prefer to have it in the East, but I did enjoy San Francisco and the restaurant that you recommended. - Donald G. Koch, New York, NY.

I really enjoyed the program. I learned some new things and it reinforced what I had already learned from your web-site. One thing I'm excited about is that it opened up a prospective market for me that I had not yet recognized. I plan to market my services as a consultant to tax and bankruptcy attorneys in my state. Reading transcripts can be quite complicated for the inexperienced and preparing delinquent returns may sometimes be needed. With your book as a reference I will feel comfortable and conversant when speaking to other professionals.

Thanks for doing what you do. There's a tremendous need for it. I know of several atty's in my area who don't know (enough) about tax discharge. More EA's who practice representation need this knowledge as well. Our clients aren't effectively served if we don't present all their options....and know a bad attorney when we see one. - Lisa Sexton, Carlsbad NM

I just wanted to let you know that I thought your BK academy was terrific and very informative. - Martin A. Berger, Hilo, HI

I love your programs. Thanks for supporting the Debtors' bar over the years. - Steve Berken, Denver, CO

DAY 2 - HANDLING A CASE UNDER THE BANKRUPTCY REFORM ACT - PROTECTING YOUR FEES - MARKETING STRATEGIES

The second day covers the fundamentals of handling a case under BAPCPA (the whole thing - not just taxes) an update on emerging issues in BAPCPA case law. Then learn about some traps for the unwary in protecting your fees, and get some exciting ideas about marketing your practice.

HANDLING A CASE UNDER BAPCPA
PREPARING THE OFFICE & CASE HANDLING PROCEDURES
ATTORNEY ACCOUNTABILITY
USING CHECKLISTS
THE CLIENT INTERVIEW
ATTORNEY DUE DILIGENCE
CREDIT COUNSELING
REQUIRED NEW FILINGS
NEW POSTPETITION DUTIES
LOOKBACK PERIODS AND POSTPETITION DEADLINES
SELECTING THE RIGHT CHAPTER
THE MEDIAN INCOME AND MEANS TESTS
TRAPS FOR THE UNWARY
EMERGING CASE LAW OF THE REFORM ACT

DETAILED OUTLINE FOR BACPA SESSION

ON THE BANKRUPTCY REFORM ACT

"Kings Guide to BAPCPA has proven itself to be the most valuable resource in the office. Although I have taken 4 CLE courses to prep. for 10/17/05 and its aftermath,the book anticipated many of the rulings now coming down." - William Wolfson, Flemington, NJ

"Your materials are essential to the practice of bankruptcy law under BAPCPA." - Robert W. Raley, Bossier City, LA

"I recommend your book to everyone. It is amazing what you have put in it!" - John Bates, New Philadelphia, OH

"I can say that I have seen no other text on the new bankruptcy law that remotely comes close to yours in usability for bankruptcy practitioners." - Gary R. Fraley, Sacramento, California

DAY 2 - AFTERNOON

PROTECTING YOUR FEES
MARKETING YOUR PRACTICE

ON FEES

Morgan has been the intellectual father of our arguments for changes to our fee structure down here in NDGa. We made the original arguments back in 2002 (can you believe it!) and after all this time we finally got the Judges to see things our way. I cannot say enough about Morgan - he is always way out ahead of matters and always in there fighting for us (everything he writes and does has a certain swagger and attitude about it - we like that in a consumer BK attorney, y'know!) Our thanks to Morgan for his past and continuing efforts. - Milton Jones, Milton D. Jones and Associates, Morrow, GA

 

CLICK ON "Enroll Online" BUTTON BELOW TO REGISTER WITH CREDIT CARD

AT THE CATHEDRAL HILL HOTEL ON VAN NESS IN SAN FRANCISCO (enrollees make own arrangements)

TUITION & REGISTRATION
Discount if you do both days! Tuition does not include hotel

ONE DAY
DISCHARGING TAXES UNDER BAPCPA

SCHEDULED
December 4 2006
San Francisco
Full day
INDIVIDUAL ATTORNEY -
$295 total

Course # 1001-A
IND. PARALEGAL OR GOV.
$195 total
INDIVIDUAL

Course # 1001-D

ONE DAY
HANDLING A CASE UNDER BAPCPA
BAPCPA CASE UPDATE
&
PROTECTING YOUR FEES
MARKETING YOUR PRACTICE

SCHEDULED
December 5 2006
San Francisco
Full day
INDIVIDUAL ATTORNEY -
$295 total

Course # 1001-B
IND. PARALEGAL OR GOV
$195 total
INDIVIDUAL

Course # 1001-E

BOTH DAYS

SCHEDULED
December 4 & 5
San Francisco
2 full days
INDIVIDUAL ATTORNEY -
$495 total

Course # 1001-C
IND. PARALEGAL OR GOV.
$350 total
INDIVIDUAL

Course # 1001-F

SPECIAL TUITION DISCOUNT FOR FORMER ACADEMY GRADUATES. Applies for 2-day enrollment only.

SCHEDULED
December 4 & 5
San Francisco

2 full days
FORMER ACADEMY GRADUATE -
$375 total - 2 Days

Course # 1001-K

SPECIAL FOR SAN FRANCISCO ATTORNEYS
ACADEMY DEC. 4 & 5 IN S.F.
Special discount for S.F. attorneys only
1 - Day 10% discount $265
2 - Days 10% discount $445

SCHEDULED
December 4 & 5
San Francisco

DISCOUNT FOR
SAN FRANCISCO ATTORNEYS
ONLY
TO ENROLL CLICK AT LEFT
Select 1 day or both days

SUMMARY OF THE SCHEDULE

Registration 8:30 a.m.

Seminar commences 8:30 a.m.

Noon lunch break 12:00 to 1:30 p.m.

Adjourns for the day at 4:30 P.M.

SUBJECTS COVERED

DAY - 1 Morning session:

Discharging federal income taxes, interest and penalties in consumer bankruptcy -

Law -
  • Key changes under BAPCPA
  • Chapter 7
  • Chapter 13
  • Tolling events
  • Attacking tax liens

DAY - 1 Afternoon session:

Handling a tax discharge case

  • The Hotline
  • Using transcripts
  • Using codes
  • Using the Gold program
  • Using checklists
  • Using enrolled agents
  • Using the Internet

Discharging state income taxes, sales taxes, E.D.D. taxes, interest and penalties -

Law -
  • Income taxes
  • Sales taxes
  • E.D.D. taxes

A Look at Non-Bankruptcy Remedies For Delinquent Taxes

  • Offer-in-Compromise
  • Innocent Spouse
  • Transmutation Agreements

DAY - 2 Morning session

Handling a case Under BAPCPA

Developing case law of BAPCPA

DAY - 2 Afternoon session

Protecting Your fees

Marketing your practice