SC Tax Services to the Troubled Debtor | J2050715

Date :
July 21, 2015 7:30 AM - 8:45 AM
Location :
Sacramento Area
Facility :
Piatti Sacramento Italian Restaurant & Bar
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Level of Difficulty :
CPE Credits :
CPE 1.00, MCLE 1.00
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Do you know the ins and outs of advising a troubled debtor? Be better prepared to provide tax services to troubled debtors with an overview of legal and tax issues relating to IRC 108 and 752.


•Learn about advising troubled debtors.
•Gain information on how to provide tax services to troubled debtors.
•Understand the legal and tax issues relating to IRC 108 and 752.

Major Subjects:

This morning meeting will cover how to advise troubled debtors as well as how to better understand the tax issues relating to IRC 108 and 752.

Advanced Prep:


Misc. Information:

A breakfast buffet will be served at 7:30 am.
$18 members/$28 nonmembers
Level of Difficulty:
Field of Interest:
Designed For:
CPAs, attorneys, bankers, financial planners, insurance agaents, real estate agents and professional staff.


Belan Kirk Wagner, CSTL, Esq, Esq.
Belan Kirk Wagner is the managing partner of Wagner Kirkman Blaine Klomparens & Youmans LLP, a full-service law firm providing both transactional and litigation services. Wagner is head of the taxation and transactional department which practices in a variety of areas. He provides legal services, expert witness and consulting services in the following specialties: tax planning; real estate; business planning including mergers and acquisitions; estate planning, probate and asset protection; tax exempt organizations; deferred compensation and ERISA compliance; representing professional organizations including physicians, attorneys and accountants; and general counsel to closely-held businesses and boards. With over 35 years of in-depth experience in business, taxation, real estate, estate planning and controversy work, coupled with the support of other firm lawyers, Wagner has developed a unique practice designed to provide multi-dimensional legal services to the business owner, executive or individual who must comply with today’s complex legal system. He provides direct representation to clients as well as acting as an expert resource to client’s primary attorneys, accountants, financial advisers and other representatives. He earned his bachelor’s degree in psychology, magna cum laude, from the University of California, Santa Barbara in 1972; his juris doctor degree from McGeorge School of Law, University of the Pacific in 1975; and his master of laws in taxation from the University of Miami in 1976. Among his academic activities, Wagner has served as an adjunct professor at Golden Gate University since 1976 teaching corporate tax; employee retirement plans; estate and gift taxation; federal income taxation – partners and partnerships; federal income taxation – estates and trusts; federal tax procedures; taxation of capital assets; federal income taxation – corporations and shareholders; federal tax procedures; partnership allocations; tax characterization; tax aspects of marital dissolution; limited liability companies; and tax considerations of items of income and expenditure. Since 1976, he has also served as a lecturer for various professional societies and organizations, including Continuing Education of the Bar, Continuing Practical Education, Society of Enrolled Agents, Eureka Tax Conference, Fresno Tax Conference, Northern California Tax Conference, Sacramento Board of Realtors, Society of California Accountants, Internal Revenue Service, International Association of Financial Planners, and Sacramento County Bar Tax Section. The committees, societies, and associations he has served on include the Sacramento County and American Bar Associations; State Bar of California; Executive Committee on Taxation for the State Bar of California (vice chair); Society of California Accountants; Comstock Club; Sacramento Board of Realtors; International Association of Financial Planners; Probate, Business and Tax Section Member of the State Bar of California; and Pacific Law Journal. His affiliations include Phi Beta Kappa and Traynor Honor Society. His admissions to practice include: State Bar of California, 1976; Certified Specialist, Taxation Law, 1985; U.S. Tax Court, 1979; U.S. District Court, Eastern District of California, 1979; U.S. District Court, Northern District of California, 1988; U.S. Court of Appeals, 7th Circuit, 1987; and U.S. Court of Appeals, 9th Circuit, 1977. Wagner is AV Peer Review Rated.
No Agenda or Materials posted.