F
37
Friday, June 21
8: 45 a.m. – Noon
Taxation in Indian Country
Finding firm footing on the shifting sands
of federal tax regulations
FRIDAY
This seminar will cover current topics in the federal tax regulations
affecting Indian tribal governments, including issues related to the
general welfare doctrine, federal tax treatment of payments to tribal
members, and the issuance of tax-exempt tribal economic development bonds. We will open with an overview by Richard Litsey of the
pending legislation and other regulatory issues under consideration
by the U.S. Senate Finance Committee regarding the tax treatment
of Indian tribal governments. The next speaker will be the Honorable
Diane Enos, who will discuss the impacts of federal tax policies on
Indian tribal governments focusing on the General Welfare Doctrine,
the federal tax treatment of payments to tribal members, and the
utilization of tax-exempt financing by tribal governments. The seminar
will then feature a panel discussion with Mary Streitz, Linus Everling,
a representative of the Internal Revenue Service, and Dante Desiderio.
They will discuss issues confronting Indian tribal governments under
the General Welfare Doctrine and federal tax treatment of payments
to tribal members.
Co-Sponsored by: Native American Bar Association of Arizona
Tax Law Section
Steven J. W. Heeley, Akin Gump Strauss Hauer &
Feld LLP
Linus Everling, General Counsel, Gila River Indian
Community, Sacaton, AZ
Hon. Diane Enos, President of the Salt River
Pima-Maricopa Indian Community
Linus Everling
Richard Litsey, U.S. Senate Finance Committee,
Washington, DC
Mary Streitz, Partner, Dorsey and Whitney,
Minneapolis, MN
A Representative of the Internal Revenue Service,
Washington, D.C. (TBD)
Dante Desiderio, Executive Director, Native
American Finance Officers Association,
Washington, DC (Invited)
Seminar Chairs:
Faculty:
CLE
Credit
F
38
Friday, June 21
8: 45 a.m. – Noon
Let’s Talk Fees
An Ethics Update
This program will provide in-depth discussion of topics regarding
ethics and fee arbitration rules. Faculty will highlight new ethics rules,
including the use of trade names, and fee arbitration rules and recent
developments in the law impacting ethics and fee agreements and
billing practices. Participants will learn about trust account requirements and best practices in billing and fee agreements, including
using these to enhance client communication and court review of
fee applications. We will also discuss the fee arbitration process and
examine recent cases that demonstrate the pitfalls of certain billing
practices and fee agreements.
Co-Sponsored by: State Bar of Arizona Committee on the Rules of
Fee Arbitration Committee
Michelle Swann, Schneider & Onofry PC
Hon. Samuel A. Thumma, Arizona Court of
Appeals
Nancy A. Greenlee, Attorney and Counselor at Law
J. Scott Rhodes, Jennings Strouss & Salmon PLC
Keith A. Swisher, Associate Dean of Faculty
Development and Associate Professor, Phoenix
School of Law
Russell Yurk, Jones Skelton & Hochuli PLC
Seminar Chair:
Faculty Panel:
CLE Ethics
Credit
