MSBA Tax Law Section
Annual Report
2012-13
Section Membership
As of July 1st, 2013 the Section has 498 members. This reflects a 5.5% decrease in membership since April 27, 2012.
Financial Status
The Section had an account balance of $32,698 as of April 30, 2013.
Continuing Legal Education Programs
The Section hosted 10 CLE programs in fiscal year 2012-13.
Program Title |
Date |
Event Code |
CLE Credits |
Number of Attendees |
Judicial Review of U.S. Tax Court Cases from Petition to Decision |
9-12-12 |
171986 |
.5 |
21 |
Representing the Client in a Criminal Tax Investigation |
10-18-12 |
172880 |
1 |
34 |
Technology and Social Media Ethics Issues in the Practice of Law |
11-15-12 |
172647 |
1 Ethics |
35 |
Minnesota Sales and Use Tax Bar Audits: How to Overcome the Department’s Indirect Audit Methodology |
1-17-13 |
175166 |
1 |
33 |
MN Department of Revenue and the MSBA Tax Law Section Liaison Group Meeting |
2-4-13 |
17442 |
2 |
48 |
Minnesota Residency Law Update |
2-21-13 |
174423 |
1 |
73 |
Corporate Tax Practice Panel |
3-21-13 |
177697 |
1 |
20 |
Representing Low-Income Taxpayers in Tax Controversies |
4-18-13 |
178646 |
1 EOB |
30 |
Defending Individuals Against Personal Liability Tax Assessments |
5-15-13 |
177332 |
1 |
22 |
Annual Judges Conference |
6-5-13 |
179329 |
.5 Ethics
2.5 Standard |
87 |
Annual Meeting and Election Results
The Section’s Annual Meeting was held on June 5, 2013 and roughly 15 people attended.
The following council members were elected to serve as offices from 2013-2014:
Secretary: Masha Yevzelman
Treasurer: Caroline Balfour
Vice-Chair: Ann Westerlund Peterson
Chair: Mike O'Brien
The following officers were elected to serve on the Section’s Governing Council from 2013 to 2015:
Steve Katkov
Miriam Sahouani
Stephen Hopkins
Other Section Accomplishments
The Section presented Gina DeConcini with its annual Distinguished Service Award on June 5, 2013. The Distinguished Service Award honors long-standing service to the Tax Section.
The Tax Section also achieved a significant legislative victory by codification of a "mailbox rule" for Commissioner of Revenue appeals.
Submitted By:
Nicholas A Furia, Section Chair
Date 6/20/13
