CHAIR:

EVENTS:

DOCUMENTS:

Paul G. Marcotte, Jr.
4800 Hampden Ln, Ste 700
Bethesda, MD 20814-2955
P: (301) 951-9368
F: (301) 654-0165
E: pmarcotte@paleyrothman.com

Section Dues: $20 per year

Tax Talk: Spring 2013
Tax Talk: Fall 2012

IRS Form 4180 - Report of Interview with Individual Relative to Trust Fund Recovery Penalty or Personal Liability for Excise Taxes

2010 Update to Maryland Tax Practitioner’s Handbook

2011 Spring Webinar Employment Tax Examination Basics and Hot Topics

Past Webinars

2013/2014 TAXATION SECTION COUNCIL NOMINATIONS:

In accordance with the Taxation Section bylaws, and on behalf of the Taxation Section Nominations Committee, we are very happy to report the following nominations for Section Council for 2013/2014 (terms beginning July 1, 2013):

Officers:

• Chair: Paul G. Marcotte, Jr., Paley Rothman (Bethesda, MD)
• Chair-Elect: Jennifer A. Pratt, Venable LLP (Baltimore, MD)
• Secretary/Treasurer: Robb A. Longman, Fried and Rosefelt, LLC (Rockville, MD)

For Section Council terms ending June 30, 2016 (3 year terms):

• Glen E. Frost, Frost & Associates (Annapolis, MD)
• Jeremy T. Garner, Bowie & Jensen LLC (Towson, MD)
• Nancy M. Gilmore, Office of Chief Counsel, IRS (Baltimore, MD)
• Gerald W. Kelly, Jr., Kelly Dorsey PC (Columbia, MD)
• Jim Liang, Rosenberg | Martin | Greenberg, LLP (Baltimore, MD)
• Mark Schweighofer, Stein, Sperling, Bennett, DeJong, Driscoll PC (Rockville, MD)
• Beverly L. Winstead, Law Office of Beverly Winstead (Lanham, MD)

A vote will be held at the Tax Section's annual meeting, scheduled for Thursday, June 13, 2013 (7:30 a.m.) in Ocean City, MD.

Other nominations for Tax Council officers and members-at-large may be made by not fewer than 15 Tax Section members by written nominations submitted to the Secretary not later than 10 days prior to the annual meeting. If you wish to propose alternative nominees, please submit the nominations to Jennifer Pratt (Secretary/Treasurer) no later than Monday June 3, 2013. Additional eligible nominations will be published on the Taxation Section list serve prior to the annual meeting.

Printable version of this information (PDF).

TAXATION SECTION UPDATES:

WEBINARS/VIDEO REPLAYS:

2011/2012 ANNUAL REPORT:

This Section continued to staff its U.S. Tax Court Pro Bono Program, provided valuable input into tax legislation pending before the Maryland General Assembly, and worked closely with MSBA on tax-related CLE materials. It provided an opportunity for members to mingle with their tax and accounting colleagues, as well as state and federal tax offi cials, at the Section’s annual Tax Networking Night in November; presented an evening of networking and discussion with the Consumer Bankruptcy Law Section in December; and sponsored a tax policy Symposium at the University of Maryland Law School, in which speakers discussed current issues with the federal income tax system, focusing on recent tax policy decisions and their effects, in March. The Section will host its annual Irving Shulbank Memorial Dinner and program in May, at which it shall recognize outstanding lawyers through its Tax Excellence and J. Ronald Shiff Memorial Pro Bono Awards. It will present “Do Ask, Do Tell (Unless You are Telling the IRS)”, a program examining the treatment of same-sex couples by the IRS, Maryland, and other jurisdictions while considering the numerous planning issues and opportunities faced by same-sex couples and their legal counsel, at the MSBA Annual Meeting.

MISSION STATEMENT:

The promotion of Fulfillment and Prosperity in the Practice of Tax Law through the Exchange of Knowledge and Service to the Community.

PURPOSE:

The purposes of this Section are to bring together for furtherance of their mutual interest members of the Maryland State Bar Association concerned with the law relating to taxes; to stimulate interest of members of the Maryland State Bar and inform them in the law concerning Maryland and Federal taxation; to study proposed improvements and reforms in such laws through legislation and otherwise; and generally to promote the interests and welfare of the public and members of the Bar in the areas of taxation.

MEMBER BENEFITS:

The benefits of joining the Taxation Section include the Tax Talk newsletter, Tax Section Email List, tax study groups, the Maryland Tax Practitioner's Handbook, the annual Tax Networking Night (Fall) and the Shulbank Dinner (Spring), a State Tax Legislation Committee and pro bono opportunities.

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