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Tax Institute


The 62nd Annual 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.

Earth, Wind and Fire: Comparing the Taxation of Energy Sources - Professor Roberta Mann, University of Oregon Law School

Conservation Easements: Contemporary Issues and Challenges - Nancy A. McLaughlin, University of Utah S.J. Quinney College of Law

Justifying Discounts for Farm and Ranch Minority Ownership Interests - Chris Treharne, ASA, MCBA, Gibraltar Business Appraisals, Inc., Longmont Colorado

Professional Responsibility in Tax Practice: Circular 230 Update - Professor Jessica Browde, University of Montana School of Law

Income in Respect of a Decedent: Section 691 - Emeritus Professor Martin J. Burke, University of Montana School of Law, and Associate Dean and Professor Michael K. Friel, University of Florida Levin College of Law

Impact of Partner and Partnership Liabilities under Subchapter K - Emeritus Professor Daniel L. Simmons, University of California at Davis School of Law

Asset Protection and Related Tax Consequences - Jonathan Blattmachr, ILS Management, LLC

Limitations of Activities of Nonprofit Organizations - Adjunct Professor Kristen Juras, University of Montana School of Law

Annual Federal Income Tax Update - Professor Sam Donaldson, Georgia State University College of Law

Corporate and Partnership Tax Recent Developments - Professor Martin J. McMahon, University of Florida Levin College of Law

Wealth Transfer Tax Recent Developments - Professor Elaine H. Gagliardi, University of Montana School of Law

View the complete Brochure

Guest reservations are available at the DoubleTree Hotel, call 406-728-3100
Griz Game Tickets are available at UofM Box Office, call 406-243-4051
(Please indicate “UM Law Tax Institute” for room reservations and ticket purchases)

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