The Economic Substance Doctrine: Navigating Recent Court Decisions (2026FTINE-OP)

Thursday, November 5, 2026

9:05 AM to 10:05 AM

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Presented by the Estates and Probate, and Tax Law Sections

About the Program

This presentation will address how federal courts have interpreted and applied the codified economic substance doctrine in recent landmark cases, including Liberty Global. It will discuss the evolving legal standards regarding transaction relevance, and the practical implications for tax planning.

You Will Learn

About the recent heightened judicial scrutiny applied to business transaction structures

Who Should Attend

Attorneys and tax advisors interested in understanding the current state of this complex and evolving area of tax law.

Credit

CT: 1.0 CLE Credit (General)
NY: 1.0 CLE Credit (AOP)
1.0 Paralegal CE Credit (General)


The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys CLE credits. 

Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml. 

Joseph Wiener1 Joseph Weiner
RSM US LLP, New York, NY

Moderator

Beth-Brunalli-Headshot Beth Ann Brunalli
Davidson Dawson & Clark LLP, New Canaan