The University of Montana School of Law

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The  University of Montana School of Law's 60th Annual Tax Institute features a distinguished faculty of national tax practitioners and scholars who will address a broad range of current income tax and estate and gift tax planning topics.

Certified Financial Planner Board of Standards: 9.0 hrs. 

Montana Board of Continuing Legal Education: 10.5 CLE (including 1.0 ethics)

Wyoming State Bar: Approved 10.0 CLE credits (Including 1.0 ethics)

North Dakota Bar:  Participants may submit their certificate of attendance following the Tax Institute for credit.

Enrolled Agent:  Pre-approval not required

Insurance Agents: Attendance by participant must be submitted within two weeks of the Institute

Institute of Certified Bankers: 13.75 CE (FP: 4.5 | TAX: 9.25) Please click here for full breakdown

Idaho State Bar: Pending

Washington State Bar: 10.0 CLE (including 1.0 ethics)

2012 Agenda is scheduled to include the following topics and speakers*:

The Best Planning Ideas for Married Couples:  Jonathan Blattmachr, Esq. – Eagle River Advisors, New York 

Annual Income Tax Update:  Professor Sam Donaldson – Georgia State University School of Law

Annual Wealth Transfer Tax Update:  Professor Elaine Gagliardi – The University of Montana School of Law

Property Taxation Issues Arising in Montana:  Professor Kristen Juras  and  Visiting Professor Julie Sirrs The University of Montana School of Law

When Subchapter S Meets Subchapter C:  Professor Martin J. McMahon, Stephen C. O’Connell Professor of Law, University of Florida Levin College of Law and Professor Daniel L. Simmons – University of California at Davis School of Law

Capital Shifts in Partnerships:  Professor James R. Repetti -- Professor William J. Kenealy, S.J. Professor of Law, Boston College Law School

The Evolving Status of Treasury Regulations:  Home Concrete and Beyond: Sam Ullman, Esq. -- Bilzin Sumberg Baena Price & Axelrod LLP, Miami

Rendering Tax Advice in the Face of Uncertainty: Professor Dennis Ventry – University of California at Davis School of Law

The State of the Charitable Sector: LaVerne Woods, Esq.-- Davis Wright Tremaine LLP, Seattle

REGISTRATION 

Registration Form (click to download registration form)

The registration fee for the Tax Institute is $300 if received by October 15, 2012.  After October 15, the registration fee is $350.  This fee covers tuition, presentation outlines, continental breakfast and lunch on Friday and continental breakfast on Saturday.

A full refund is available if the cancellation is received by October 15, 2012.  Cancellations will be refunded less a $50 processing fee if submitted after October 15, 2012.  Substitutions are welcome.

To register for The University of Montana Tax Institute, please complete the registration form and send, with payment to The University of Montana School of Law to:

60th Annual Tax Institute
School of Law
The University of Montana
Missoula, MT 59812-6552

Fax: 406.243.2576

Please register in advance.  A limited number of walk-in registrations will be accommodated, although course materials may not be available until after the program.

For more information, email patience.woodill@umontana.edu or call 406.243.6509.

HOTEL ACCOMMODATIONS
A block of hotel rooms has been set aside at the DoubleTree Hotel. Call 406.542.4611 and ask for the "Tax Institute 2012" block or book online.

An additional block of rooms has been set aside at the Holiday Inn @ Downtown Missoula at a special rate. Call 800.399.0408 and ask for the "Tax Institute" block or book online. Reservations must be guaranteed with a credit card. The Holiday Inn is located at 200 South Pattee Street

EVENTS

Griz Football: The University of Montana vs. Idaho State
Saturday, October 27, 2011, kickoff at 1:05 p.m.
Washington Grizzly Stadium

To obtain football tickets for the Griz vs. Idaho State game on October 27, 2012, call the Adams Center Ticket Office at 406.243.4051 and request tickets in the "Tax Institute Block" before October 15th.  The tickets are $35.00 each, including mailing and handling.  Tickets are available on a first comefirst serve basis until block is sold out.

The 60th Annual Tax Institute is generously supported by: