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Download Donald O. Jansen 8X10 photo
2400X3000 .jpg 20.6m
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2008
- January 15-17, 42nd Annual Philip E. Heckerling Institute on Estate Planning, University of Miami Law School, "Mom & Pop Want to Cut Hours But Not Pay! Closely-Held Company Deferred Compensation (and Alternatives)," Orlando, Florida Table of Contents
- January 22, Estate Planning Council Central Texas, "ILIT Premium Financing and Split Dollar
Planning -- The Latest Developments," Austin, Texas
- March 18, Austin Tax Study Group, "409A Regulations Countdown for Your Clients (288 days until smooth transition or doomsday!!)", Austin, Texas
- May 1, Business Manager Council, University of Texas System, “The New 3% Withholding Statute for Governmental Payments for Property and Services”, Austin, Texas
- August 11, LIMRA International Sales Forum, “Intergenerational (Discount) Split-Dollar -- Does It Work?”, Chicago, Illinois Table of Contents
- August 28, Advanced Tax Law Course, State Bar of Texas, “Mom & Pop Want a Cut in Hours But Not Pay!! Closely-Held Company Deferred Compensation (Alternatives Plus 409A)”, Dallas, Texas
- October 20, Northwest Tax Institute, "409A Regulation Countdown for Your Client”,
Scottsdale, Arizona
- November 18, The Nautilus Group, “Closely-Held Corporation Deferred Compensation (and Alternatives)”, Dallas, Texas
- November 19, panelist on nationwide video telecast sponsored by Society of Financial Service Professionals, “Mom and Pop Are Ready to Retire, but Is Their Money Ready Too?”
2007
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Noted tax attorney Donald Jansen investigates 403(b) issues in Timbuktu!
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- January 26, Southern Arizona Estate Planning Council, "Giving Birth to, Caring for, and Feeding the Irrevocable Life Insurance Trust," Tucson, Arizona. Table of Contents
- February 13, Teleconference sponsored by Professional Education Broadcast Network, panel member, "Business Planning With Life Insurance."
- March 27, Houston Chapter, Society of Financial Service Professionals, "Life Insurance and Compensation", Houston Texas
- May 1, 50th Annual Meeting of AALU, "Compensation and Life Insurance", Washington, D.C. Table of Contents
- June 5, ABA teleconference, panel member, "Ten Items Estate Planners Need to Know About 409A and Deferred Compensation."
- June 8, ALI-ABA program on Uses of Life Insurance in Estate and Tax Planning, "Split Dollar Insurance and Premium Financing Planning," Chicago, Illinois
- June 26, Wednesday Tax Forum, Houston, TX, "Summary of 409A Final Regulations."
- June 30, Employee Benefits Committee, American College of Trust And Estate Counsel, "Update on the New 409A Regulations", Salt Lake City, Utah
- August 13, The Madison Group, "ILIT Planning -- Uses and Tax Consequences", Denver, Colorado
- August 14, LIMRA International Sales Forum, "Life Insurance and Compensation", Denver, Colorado
- September 28, Joint CLE meeting ABA Real Property, Probate and Trust Law and Taxation Sections, "What Every Estate Planner Needs to Know About the 409A Final Regulations", Vancouver, Canada Table of Contents
- October 11, 33rd Annual Notre Dame Tax and Estate Planning Institute, "Split Dollar and Premium Financing Planning", South Bend, Indiana Table of Contents
- October 18, 2nd Annual Family & Closely Held Business Institute, Business Law, Probate & Estate Planning and Taxation Sections, State Bar of Michigan, "Life Insurance Planning for the Closely Held Business", Plymouth, Michigan
- December 10, ALI-ABA Advanced ILIT Seminar Update video cast, "Section 409A and ILITs (with an Occasional Side Trip Through Premium Financing," Philadelphia, Pennsylvania.
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2006
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Don Jansen’s schedule took him to
Papua New Guinea. No 409 (a) or 412 (i) issues here! Visit the website of his holiday companion.
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- January 12, 40th Annual Philip E. Heckerling Institute on Estate Planning, University of Miami Law School, “Prefer to Defer? 409A May Make You Pay!” Miami, Florida
January 26, Planned Giving Council of Houston, “Life Insurance and Charities – The Basics, Advanced and Over the Edge,” Houston, Texas March 28, Houston Chapter, Society of Financial Service Professionals, “Prefer to Defer? 409A May Make You Pay!,” Houston, Texas. April 19, Central Arizona Estate Planning Council, “Life Insurance and Charities – The Basics, Advanced and Over the Edge,” Phoenix, Arizona. Table of Contents May 2, Teleconference sponsored by Professional Education Broadcast Network, “New Deferred Compensation Rules Under IRC § 409A: What Transactional Counsel and Estate Planners Should Know.” July 7, ACTEC Summer Meeting, panel member, “New Traps for Executives and Business Owners that Estate Planners Need to Know about 409A,” Los Angeles, California. August 15, LIMRA International Advanced Sales Forum, “How to Pay ILIT Premiums and Other Premium Payment Issues,” Chicago, Illinois. September 22, 41st Annual Southern Federal Tax Institute, “Premium Finance and Other Emerging Strategies Need to Acquire Life Insurance,” Atlanta, Georgia.. Table of Contents September 28, 24th Annual Advanced Tax Course, State Bar of Texas, “Prefer to Defer? 409A May Make You Pay!,” Dallas, Texas. October 3, ABA Teleconference, panel member, “New Traps for Executives and Business Owners: What Estate Planners Need to Know about 409A.” October 16, Red River Valley Estate Planning Council, "Prefer to Defer? 409A May Make You Pay!", Fargo, North Dakota. November 1, Northwest Tax Institute, "Prefer to Defer? 409A May Make You Pay!," Las Vegas, Nevada. November 30, Great Plains Federal Tax Institute, "Prefer to Defer? 409A May Make You Pay!," Omaha, Nebraska. December 1, Loyola Annual Estate Planning Conference, "Prefer to Defer? 409A May Make You Pay!," New Orleans, Louisiana. Table of Contents
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