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Tax Law Section


Section Newsletter

MSBA Tax Law Section
Annual Report
2016-17

Section Membership
As of June 19, 2017, the Section has 481 members.

Financial Status
The Section had an account balance of $25,910.18 as of May 31, 2017. 

CLEs & Events
The Section hosted 10 CLE programs in fiscal year 2016-17. 

Program Title

Date

Event Code

CLE Credits

Number of Attendees

Careers in Tax Law (co-sponsored by New Lawyers Section)

09/22/16

226437

1 Standard

23

Drawing Lines in the Shifting Sands – Avoiding UPL as a Non-Practicing Lawyer (co-sponsored by Probate & Trust Section)

10/20/16

228598

1 Ethics

 

77

What to Expect – Your First Three Years of Practicing Tax Law

10/27/16

-

-

19

Background and Thoughts on the Proposed Section 2704 Regulations (co-sponsored with Probate & Trust)

11/17/16

230399

1 Standard

 

37

Key 2016 Property Tax Decisions You Should Know (co-sponsored by Real Property Section)

01/26/17

233443

1 Standard

 

79

Minnesota Tax Law Town Hall Meeting and Social

02/23/17

234460

2 Standard

53

Tax Issues for Low Income and Undocumented Immigrants (co-sponsored by Immigration Law Section)

02/28/17

236608

1 Standard

 

26

Federal Tax Changes?

03/23/17

237027

1 Standard

43

2017 Minnesota Tax Court Update

04/13/17

237841

1 Standard

47

Unrelated Business Income – Are Your Allocations Correct?

05/25/17

238853

1 Standard

47

Tax Law Section’s Wealth Management Committee Social

05/25/17

-

-

7

Annual Tax Law Section Judges Conference and Seminar

06/07/17

239756

3 Standard

85

 

Annual Meeting and Election Results
The Section’s Annual Meeting was held on June 7, 2017 and 13 people attended.

The following council members were elected to serve on the Section’s Governing Council from 2017 to 2018:

            Chair: Andrew Howard

            Vice Chair: Lynn Linne

            Treasurer: Miriam Sahouani

            Secretary: Alex Korzhen

The following officers were elected to serve on the Section’s Governing Council from 2017 to 2018:

            Kathleen Splett

            Ken Levinson

            Ben Wagner

            Angela Veldhuizen

            Masha Yevzelman

            Stephen Hopkins

            Caroline Balfour

            Katina Peterson

            Gina DeConcini (Emeritus, non-voting)

Diversity and Inclusion
Secretary Sahouani attended a meeting of the MSBA Diversity committee earlier in the bar year. She reported the goals of that committee to the Section. The Section did not make any decisions, as of yet, as to how best encourage diversity and inclusion in the Section’s plans. The Section is willing and excited to work with the Diversity committee to incorporate its suggested action items.  

Other Section Accomplishments
The Tax Section had a very active first half of the bar year. We continued a strong tradition of remaining legislatively active in advancing a number of positions, including seven new positions that will benefit the taxpayers of Minnesota. We met with the Minnesota Tax Court to initiate the implementation of a pro bono program for pro se litigants in the Court. We co-sponsored yet another successful Tax Institute with Minnesota CLE. Also, we remained committed to sending members to local law schools to generate interest in the MSBA and the Tax Section.

It was certainly a strong finish to the second half of the bar year for the Tax Section. It was a particularly dramatic legislative session and we worked alongside other stakeholders to enact language that will exclude the location of a taxpayer’s attorney, accountant, or financial advisor from the domicile test. That language is effective for the 2017 tax year. We continued to advance a number of other legislative positions, including the legislation relating to conforming the state’s claim for refund process to the federal’s claim for refund process. We worked with local legal aid organizations to identify the mechanisms for implementing a pro bono program for pro se litigants in the Minnesota Tax Court. We hosted yet another successful Judges Conference. It was the perfect exclamation point to another successful bar year.

Submitted By:
Ben Wagner, Section Chair
Date: June 29, 2017

Newsletter

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