The 85th Institute on Federal Taxation, hosted by NYU School of Professional Studies, brings together many of the nation's leading tax lawyers, accountants, government officials, academics, and advisers for a week-long examination of the most significant developments in federal taxation. The program provides practical guidance and advanced analysis across a broad range of tax disciplines, including corporate tax, international tax, partnerships and real estate, trusts and estates, executive compensation, tax controversies, closely held businesses, and emerging issues involving artificial intelligence. Through in-depth presentations and discussions led by nationally recognized practitioners, attendees gain timely insights into legislative, regulatory, transactional, compliance, and planning developments affecting businesses, investors, and high-net-worth individuals.
Fixing the Past: Ethical and Other Considerations in Addressing Errors, Omissions, and Failures to File
Barbara T. Kaplan, Chair of Greenberg Traurig's New York Tax Practice, will speak on Monday, November 16 at 1:30 pm ET, on a panel addressing the ethical, procedural, and practical challenges that arise when taxpayers discover compliance failures involving offshore assets, foreign income, or other tax reporting obligations. The program will examine voluntary disclosure options, Circular 230 responsibilities, confidentiality concerns, conflicts of interest, and strategies for resolving historical tax issues while minimizing civil and criminal exposure. The session is approved for ethics credit and is designed for practitioners navigating sensitive tax controversy matters.
Qualified Opportunity Funds - New and Expanded Opportunities Presentation
Greenberg Traurig Shareholders James O. Lang and Sanford C. Presant present on Wednesday, November 18 at 2:30 pm ET, "Qualified Opportunity Funds: New and Expanded Opportunities". The session explores current tax planning strategies involving Qualified Opportunity Funds and examines the impact of recent legislative changes and transition relief affecting the Opportunity Zone program. Drawing on their experience advising fund sponsors, investors, developers, and businesses, the presenters will discuss how evolving federal guidance and newly expanded Opportunity Zone incentives create opportunities for investment, community development, and tax-efficient capital deployment, while highlighting key considerations for structuring and maintaining Opportunity Zone investments.