The 58th Annual University of Montana School of Law Tax Institute featured a distinguished faculty of national tax practitioners and scholars who addressed a broad range of current income tax and estate and gift tax planning topics.

The Future of the Practice of Estate Planning and Estate Planning in Economically Turbulent and Politically Uncertain Times
Jonathan Blattmachr, Esq., New York

Estate and Gift Tax Update
Professor Elaine Hightower Gagliardi, The University of Montana

Pass-Thru Entities: Current Issues and New Strategies
Professor Daniel Simmons, University of California Davis

Living With (And Dying By) the Codified Economic Substance Doctrine
Professor Martin J. McMahon, Jr, University of Florida

Two Cheers for the Return-Based Mass Income Tax
Professor Lawrence Zelenak, Duke University

Annual Income Tax Update
Associate Dean Samuel A. Donaldson, University of Washington

Financing Business Succession Planning
Richard C. Watson III, Esq., Newport Beach, CA

Protecting Yourself and Your Client in the Digital Age - New Tax Court Rules and Federal Evidence Rules for Our Changing World
Professor Ann Murphy, Gonzaga University

Farm & Ranch Income Tax Overview
Professor Kristen Juras, The University of Montana

Involuntary Conversion: What about Gain When All a Client Sees is Loss?
Professor J. Martin Burke, The University of Montana
Professor Emeritus Gary Randall, Gonzaga University

CLE CREDITS

Applications were submitted to the following organizations:

• Certified Financial Planner Board of Standards
  Approved for 13 hours
  
  
• Idaho State Bar
  Approved for 10.25 CLE credits (includes .75 ethics CLE credit)
  
  
• Institute of Certified Bankers
  Approved for 14.25 CTFA credits (1.25 FID, 2.25 FP, 10.75 TAX)
  
  
• Montana Board of Continuing Legal Education
  Approved for 11 CLE credits (includes 1 ethics CLE credit)
  
  
• Washington State Board of Continuing Legal Education
  Approved for 11 CLE credits (includes 1 ethics CLE credit)
  
  

Preapproval was not required for the following:

• Enrolled Agent
  
  
• Montana Board of Public Accountants

There were 670 total minutes of instruction, 60 minutes of which were ethics-related. For organizations using a 60 minute hour, instruction was 11 hours and 10 minutes. For organizations using a 50 minute hour, instruction was 13 hours and 20 minutes.

The 58th Annual Tax Institute was generously supported by:

Linda Winslow speaks during the 2008 Tax Institute