72nd Annual Montana Tax Institute: Full Schedule

Welcome to the 72nd annual Montana Tax Institute!
We are excited for you to join us for two days of presentations by the nation’s experts in taxation, estate planning, and related topics.

None of this would be possible without the generosity and support of our sponsors. Thank you to our major sponsors US Bank Wealth Management, Montana Community Foundation, First Interstate Wealth Management, First Trust Company, and Ashton Thomas Private Wealth. We are also grateful for the continued support of our event sponsors Crowley Fleck, Wipfli, Bessemer Trust, First Trust Company, and the University of Montana Foundation. Please take the time to visit with sponsor representatives during the conference. It is only with our sponsors’ support that we continue to bring nationally recognized speakers to the Montana Tax Institute.

Thank you for joining us. We look forward to seeing you at the Holiday Inn Missoula (or online!) Friday and Saturday, October 18-19, 2024.

Warmest regards, Dean Elaine Gagliardi and Professor Pippa Browde

arrow_back View All Dates

7:00am MDT

BETTR Law Section of the State Bar of Montana

Saturday October 19, 2024 7:00am - 7:50am MDT

Holiday Inn Downtown Ballroom

Saturday October 19, 2024 7:00am - 7:50am MDT
Holiday Inn Downtown Ballroom

Meeting

7:59am MDT

Session III

Saturday October 19, 2024 7:59am - 8:14am MDT

Event Sponsors

Crowley Fleck

Saturday October 19, 2024 7:59am - 8:14am MDT

Session Sponsor

8:00am MDT

Revenue Procedure 2022-19: Inadvertent Termination Relief for S Corporations

Saturday October 19, 2024 8:00am - 9:00am MDT

Holiday Inn Downtown Ballroom

Revenue Procedures 2022-19 and 2013-30 provide guidance on relief from inadvertent terminations of S Corporations. This presentation explains the ways S Corporations and their shareholders can avoid having to
request a private letter ruling and get retroactive relief.

Click Here for the link to Steve's supporting materials.

Speakers

Steve Gorin

Thompson Coburn, LLP, St. Louis, MO

Steve Gorin is a partner in Thompson Coburn LLP. In addition to helping clients of his firm, he helps lawyers throughout the country, providing specialized assistance so that they can do projects they might otherwise have been uncomfortable doing without him. Before practicing law... Read More →

Saturday October 19, 2024 8:00am - 9:00am MDT
Holiday Inn Downtown Ballroom

General Session

9:00am MDT

Current Developments in Partnership and Corporate Taxation Part I

Saturday October 19, 2024 9:00am - 9:45am MDT

Holiday Inn Downtown Ballroom

This current year brings a number of developments in the areas of partnership and corporate taxation. This
session reviews the most significant statutory enactments, judicial decisions, IRS rulings, and Treasury regulations
promulgated during the last 12 months that affect the domestic income taxation of corporations and partnerships.

Speakers

Cass Brewer

Georgia State College of Law, Atlanta, GA

Cassady V. “Cass” Brewer, Professor of Law, teaches Basic Federal Income Taxation, Nonprofit Organizations,Taxation of Business Organizations, Corporate Taxation, Partnership Taxation, and the Law of Social Enterprise.Brewer’s research and speaking engagements generally focus... Read More →

Bruce McGovern

South Texas College of Law Houston, Professor and Director of Tax Clinic

Bruce McGovern is a member of the faculty at South Texas College of Law Houston, where he also serves as Directorof the school’s Low-Income Taxpayer Clinic. Previously, he served for many years as the school’s Vice President andAssociate Dean for Academic Administration. He received... Read More →

Saturday October 19, 2024 9:00am - 9:45am MDT
Holiday Inn Downtown Ballroom

General Session

10:00am MDT

Break - Visit Sponsors

Saturday October 19, 2024 10:00am - 10:15am MDT

Holiday Inn Downtown Atrium

Saturday October 19, 2024 10:00am - 10:15am MDT
Holiday Inn Downtown Atrium

Break

10:00am MDT

Current Developments in Partnership and Corporate Taxation Part II

Saturday October 19, 2024 10:00am - 10:45am MDT

Holiday Inn Downtown Ballroom

Bruce and Cass continue their review of the most significant statutory enactments, judicial decisions, IRS rulings, and
Treasury regulations promulgated during the last 12 months that affect the domestic income taxation of corporations and partnerships.

Speakers

Cass Brewer

Georgia State College of Law, Atlanta, GA

Bruce McGovern

South Texas College of Law Houston, Professor and Director of Tax Clinic

Saturday October 19, 2024 10:00am - 10:45am MDT
Holiday Inn Downtown Ballroom

General Session

10:45am MDT

Annual Income Tax Update

Saturday October 19, 2024 10:45am - 12:15pm MDT

Holiday Inn Downtown Ballroom

Sam Donaldson shares his annual overview of all of the cases, rulings, regulations, and legislation from the past 12
months. Hang on to your hats, Sam won’t slow down for any of us!

Speakers

Sam Donaldson

Georgia State University College of Law

Samuel A. Donaldson is a Professor of Law at Georgia State University in Atlanta, Georgia. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law for 13 years. At UW, Professor Donaldson served for two years as Associate... Read More →

Saturday October 19, 2024 10:45am - 12:15pm MDT
Holiday Inn Downtown Ballroom

General Session