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Dates for the 2014 Montana Tax Institute:  Octoer 17-18, 2014
DoubleTree Hotel, Missoula

Full Program Schedule (for 2013)

The 61st Montana University of Montana Tax Institute features a distinguished faculty of national tax practitioners and scholars who will address a broad range of current tax planning topics.  Please plan to join us. (*Published schedule subject to change based on speaker's calendar and necessary schedule adjustments.)

Annual Federal Income, Estate and Gift Tax Update: Sam Donaldson, Georgia State University School of Law

Corporate and Partnership Tax Recent Developments: Martin J. McMahon, University of Florida Levin College of Law, and Daniel L. Simmons, University of California at Davis School of Law

When Homes Become Offices and Lake Cabins Become Rentals: Section 280A and Related Provisions: J. Martin Burke, University of Montana School of Law, and Gary Randall, Gonzaga University School of Law

What Planners Need to Know About Charitable Giving: Lawrence P. Katzenstein, Thompson Coburn, LLP,
St. Louis, Missouri

Planning Strategies to Retain Basis: Turney P. Berry, Wyatt, Tarrant & Combs, LLP, Louisville, Kentucky

Planning Implications of the Medicare Tax: Kristen Juras, University of Montana School of Law

Montana Update on the Endowment Tax Credit and the Uniform Partition Act: Kristen Juras, University of Montana School of Law

Navigating IRS Collections: Collection Due Process Proceedings from Start to Finish:  Jessica Browde, University of Montana School of Law

Debts, Deficits, Planning Curveballs, and New Ideas: Dwight Drake, University of Washington School of Law

When Business Life Insurance Results in Income or Compensation: Depends Upon Who Owns the Policy: Don Jansen, Office of General Counsel, The University of Texas System

An Introduction to the Recently Enacted Montana Uniform Trust Code: E. Edwin Eck, University of Montana School of Law

The Portability Election: Five Key Planning Tips: Elaine Gagliardi, University of Montana School of Law


If you prefer to register with a credit card, please click the "registration online" link above.  If you are paying for registration by check, please click on "Mail-in registration form" and you can print a registration form to mail-in.  $300 if registration received by September 30, 2013 OR $350 if registration is received after September 30, 2013.   A full refund is available if the cancellation is received by September 30, 2013, less a $50 processing fee. No refunds after September 30, 2013. Substitutions are welcome.

This fee covers tuition, presentation materials, outlines, and continental breakfasts and lunch on Friday.

61st Montana Tax Institute
School of Law
The University of Montana
Missoula, MT 59812-6552
Fax: 406.243.2576

For more information, email or call 406.243.6509.


A block of hotel rooms has been set aside at the DoubleTree Hotel. Call 406.542.4611 and ask for the "Tax Institute 2013" 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, Missoula, MT.


Griz Football: The University of Montana vs. Cal Poly

Saturday, October19, 2013, kickoff at 1:05 p.m.
Washington Grizzly Stadium

To obtain football tickets for the Griz vs. Cal Poly game on October 19, 2013, 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-come, first-serve basis until block is sold out.

The 60th Annual Tax Institute is generously supported by:

61st Montana Tax Institute Advisory Board:

Kurt Alme, Yellowstone Boys & Girls Ranch Fdn., Billings, MT
Eric K. Anderson, Anderson & Heard PLLC, Billings, MT
Gary BjellandJardine, Stephenson, Blewett & Weaver, P.C. Great Falls, MT
David BjornsonBjornson Law Offices, PLLC, Missoula, MT
J. Martin BurkeUniversity of Montana, Missoula, MT
David J. Dietrich, Dietrich and Associates, PC, Billings, MT
E. Edwin Eck, University of Montana, Missoula, MT
Elaine Gagliardi, University of Montana, Missoula, MT
Kristin Juras, University of Montana, Missoula, MT
Martin J. Lewis, Wells Fargo Private Bank, Helena, MT
Kathleen M. Magone, U.S. Bank Private Client Group, Missoula, MT
Daniel N. McLean, Crowley Fleck, PLLC, Helena, MT
Martin J. McMahon, Jr., University of Florida, Gainesville, FL
Susan K. O’Neil, First Interstate Wealth Management, Missoula, MT
Julie Sirrs, Boone Karlberg, PC, Missoula, MT
Cynthia R. Woods, Attorney at Law, Billings, MT