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USC Gould School of Law 2012 Tax Institute

Loeb & Loeb LLP is proud to be a sponsor of USC Gould School of Law 2012 Tax Institute, where partner Thomas Lawson will be moderating a track titled "Individual Tax Planning."

From the conference website:

Over 50 speakers and 500 of your professional peers will converge in January 2012 to address cutting-edge tax issues affecting corporations, privately held companies, partnerships and real estate, individuals, tax ethics and compliance, and estate planning. This three-day institute features popular morning updates on current developments, afternoon breakouts sessions, intimate evening workshops and two networking receptions. CE units for lawyers, accountants and financial planners, and legal specialization credit in Taxation Law and Estate Planning, Trust and Probate Law, are available.

Selected Agenda

Tuesday, January 24, 2012
2:00PM - 3:00PM - The Taxation of Exotic Investment Products Sold to Individuals

Investing has gone beyond simply stocks, bonds and mutual funds. Today, high net worth individuals are being offered a dizzying array of “alternative” asset classes and investments. These investments often use complex financial instruments and derivatives (such as futures, forwards, swaps and notional principal contracts), the taxation of which may catch the taxpayer and the tax professionals unaware. This presentation will discuss the taxation of these “exotic” investments from the standpoint of the individual investor, pointing out traps for the unwary and where the Code is unclear as to the proper treatment.

Thomas N. Lawson, Loeb & Loeb LLP

Paul S. Lee, Bernstein Global Wealth Management

Tuesday, January 24, 2012
3:00PM - 4:00PM - Income Tax and Financial Planning for Retirement

So you are nearing retirement and you have prudently saved for that day. What tax and financial alternatives should you consider when withdrawing monies from your qualified plan, 403(b), 457 plan, IRA or Roth IRA? You are faced with decisions about the forms of benefit, spousal consents, required minimum distributions, creditor protection of your retirement benefits, beneficiary designations and marital dissolution. What choices should you consider and how will they impact your retirement?

Thomas N. Lawson, Loeb & Loeb LLP

Alex M. Brucker, Brucker & Morra, APC