The Advanced Tax Institute exists to help high-performing lawyers and CPAs bring the best advice to their clients and their firms. Access in-depth updates on NEW tax laws and regulations across a variety of focus areas.
Kick off your Tax Week strong with a comprehensive session designed for high-performing CPAs, tax attorneys, and advisory professionals aiming to sharpen their edge.
There will be a $25 fee for changing from IN PERSON format to Virtual after October 31, 2025.
Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than on-site.
Glenn is a Principal in Ernst & Young LLP’s US National Tax Department. Glenn leads the US PPP Infrastructure Tax Practice and is the Director of the Leasing Tax Services. Glenn is experienced in planning leasing and other asset-based structured transactions. Also, Glenn has provided US tax services with respect to many infrastructure projects where he advises on a wide range of tax issues to both developers and owners. In addition, Glenn has worked with domestic and foreign manufacturers in establishing and operating captive leasing and finance companies. Further, Glenn has significant experience concerning deferred like-kind exchange transactions where he advises on a wide range of tax and operational issues.
Glenn, who joined Ernst & Young in 1998, earned his LL.M. in Taxation from Georgetown University Law School; his J.D., with honors, from Boston University School of Law; and his B.A. in Economics from Wesleyan University. Glenn also is active in a number of civic and charitable organizations.
Glenn currently is and has been a member of the Equipment Leasing and Finance Association Federal Tax Committee for over 13 years. Glenn is the former American Bar Association Chair of the Capital Recovery and Leasing sub-committee. Glenn is a member of EY’s Federal Income Tax Committee and leads EY’s Infrastructure Tax Committee.
This panel covers a wide variety of recent developments and trends involving like-kind exchanges of real property, including an overview of section 1031 exchanges, partnership split-ups, parking arrangements within and outside of the safe harbor, construction exchanges, leases, pre- and post- exchange debt refinancing, and related party transactions.
Evan Migdail represents corporations, associations, tax-exempt organizations and governments before Congress, the Administration, and federal agencies with a concentration on tax, trade, matters affecting international law and commerce, and various aspects of Federal healthcare policy, including the implementation of the Affordable Care Act (ACA) and Medicare and Medicaid. He represented the Government of Puerto Rico with regards to a major expansion of its healthcare system under the ACA.
Evan has also represented a broad range of US companies that do business in Mexico and Mexican entities in commercial matters in the United States, and before Congress and the executive branch. He has assisted major US companies in their efforts to initiate business operations in Mexico.
Get the latest insights on federal tax legislation and policy developments from Washington, D.C. This session will highlight key proposals, enacted changes, and potential impacts on businesses and individuals, helping you anticipate what’s ahead.
Brian O'Connor is co-chair of Venable's Transactional Tax Group.
Brian provides sophisticated tax and business advice to publicly traded and closely held businesses and their owners. His practice focuses on foreign and domestic tax matters for partnerships, limited liability companies, joint ventures, both C and S corporations, real estate investment trusts (REITs), and regulated investment companies (RICs). He is also regularly consulted by wealthy individuals and entrepreneurs on federal and state income tax matters and federal estate and gift tax issues.
As a transactional tax attorney, Brian works on transactions ranging from small sales transactions to merger or acquisition transactions in the billions of dollars. Similarly, as a tax controversy attorney, he has represented both individual clients in small audit matters and publicly traded corporate clients in tax disputes with amounts at issue in excess of $1 billion.
Before joining Venable, Brian was an attorney-advisor for the Office of Chief Counsel at the IRS, where he worked on high-profile legislative projects, regulations, and other published guidance related to partnerships, S corporations, trusts, common trust funds, and cooperatives.
His valuable experience and continuing connections with the government, when combined with his significant private practice experience, permit Brian to provide unique insights to his clients, both large and small, on important tax and business issues.
Recent tax law changes have created new challenges and opportunities for partnerships. This session will explore practical strategies for drafting and revising partnership agreements to ensure compliance, minimize risk, and take advantage of current tax rules.
Through his years of experience representing companies of all sizes at a large international law firm, TJ Wilkinson developed a keen business acumen that helps him view transactions holistically, allowing him to guide clients’ day-to-day decisions from a broad perspective and promote the overall financial health of their enterprise. Working with clients across industries, ranging from startups to mature businesses, TJ applies his depth of knowledge in taxation and his comprehensive business savvy to develop creative strategies that help clients achieve their goals.
TJ provides clients with insight into the income tax implications of their business transactions and helps them to come up with tax-efficient, tax-compliant structures that maximize value while minimizing tax risk. He advises on matters relating to mergers, acquisitions, distributions, entity formation, qualified small business stock (Section 1202), private equity investments, capital structure, loans, equity compensation plans (including Section 409A compliance and risk), and implications of new legislation and guidance.
Clients appreciate that TJ draws from his background in software development to provide informed perspective and thoughtful guidance on the value and impact of technology on their business and that, by using time-saving productivity technology in his own practice, he delivers efficient results. He also uses his tech knowledge and experience to lead the firm’s Information Systems Group.
TJ earned degrees from Harvard University (A.B.), Columbia Law School (J.D.) and New York University School of Law (LL.M.). He is an active member of the American Bar Association.
Jordan Halle helps businesses, nonprofits and individuals protect their interests, solve problems and achieve their goals in corporate, tax, franchising and transactional matters. Clients turn to him for practical guidance on forming and structuring entities, navigating governance issues, completing mergers and acquisitions and addressing tax planning and compliance needs. A lifelong Baltimorean, Jordan channels his commitment to the city’s revitalization into a sophisticated tax-incentivized development practice, structuring projects that harness New Markets Tax Credits, Redevelopment Tax Credits and Opportunity Zone incentives to spark equitable growth across Baltimore’s neighborhoods. By guiding developers, community organizations and investors through these complex financing tools, he views every transaction as another tangible step toward a more vibrant and resilient hometown.
When tax questions arise, Jordan guides clients through federal and state income, sales and property tax analysis, helping them address issues efficiently and with minimal disruption. He also supports nonprofits in obtaining and maintaining 501(c)(3) tax-exempt status and assists technology companies and startups with licensing, intellectual property protection and development agreements.
Jordan is a regular speaker on business and tax law topics, including regular engagements at the Maryland Bar Association’s Advanced Business Law Institute and the Maryland Association of CPA’s Advanced Tax Institute.
Jordan received his B.A. from the University of Connecticut and earned his J.D. and LL.M. in Taxation from the University of Baltimore School of Law. After law school, he clerked for the Honorable Lynne A. Battaglia at the Maryland Court of Appeals, now known as the Supreme Court of Maryland. He is licensed to practice in the state of Maryland.
undefinedThis presentation will provide an overview of the tax implications, procedural requirements, and practical techniques relating to Section 83(b) elections, including options if the election is missed. Attendees will gain actionable insights on the benefits, risks, and best practices for advising clients on timely and effective 83(b) elections.
This program will provide an overview of the partnership liability rules under Section 752 and will highlight certain transactional issues and traps for the unwary. Special focus will be given to recently finalized regulations on liability allocations in partnerships with related partners.
Matthew Carruth advises clients on federal and state income tax planning, structuring, and compliance matters. Matthew brings to his practice years of experience as an attorney-advisor at the Securities and Exchange Commission (SEC), a senior associate focusing on M&A tax services at a "Big Four" accounting firm, and an attorney handling tax transaction matters and tax controversy matters at his previous law firm. He relies on that experience when helping clients handle stock and asset acquisitions, restructurings, and other transactions.
An overview of the rules governing nonrecognition of gain or loss on contributions and distributions of partnership property, exceptions to those nonrecognition rules, other relevant income tax considerations, and planning opportunities.