49th ANNUAL SOUTHERN FEDERAL TAX INSTITUTE
October 20th – 24th, 2014 • Grand Hyatt Atlanta in Buckhead •Atlanta, Georgia
_____ CDs 1,2,3: RECENT FEDERAL INCOME TAX DEVELOPMENTS - Martin J. McMahon, Jr., Ira B. Shepard, Bruce A. McGovern
_____ CD 4: Mid-day Program: Mid-day Program: DEFENDING CAPTIVES, CONSERVATION EASEMENTS, AND OTHER
CONGRESSIONAL INDUCEMENTS
_____ CD 5: LEGISLATIVE UPDATE AND THE PROSPECTS OF TAX REFORM - Marc J. Gerson
_____ CD 6: STAYING ABREAST OF THE EVER-GROWING LABYRINTH OF US TAX REPORTING AND COMPLIANCE
REQUIREMENTS FOR INBOUND FOREIGN CLIENTS - James E. Croker, Jr.,
_____ CD 7: ANALYZING TAX-RELATED PROVISIONS OF PARTNERSHIP AGREEMENTS FROM THE PERSPECTIVE OF THE LAWYER WHO DRAFTS
THEM AND THEACCOUNTANT WHO HAS TO LIVE WITH THEM - Gary R. Huffman,Lynn T. Kawaminami
_____ CD 8: UPDATE ON THE 3.8% NET INVESTMENT INCOME TAX AND RELATED DEVELOPMENTS UNDER SECTION 469 – Jeanne M. Sullivan,
_____ CD 9: HOT TOPICS IN PARTNERSHIP AND REAL ESTATE TAXATION - Pardis Zomorodi
_____ CD 10: YOU THOUGHT YOUR 1031 EXCHANGE WAS ON AUTOPILOT BUT THE CREW FELL ASLEEP: A COMPENDIUM OF
CLASSIC 1031 BUSTS
_____ CD 11: IT WASN’T BROKE BUT THEY FIXED IT: COPING WITH THE NEW SECTION 752 LIABILITY ALLOCATION
REGIME AND TRANSITION RULES
_____ CD 12: AN ABC PRIMER ON TIMBER TAXATION FOR TAX ADVISORS WHO HAVE TROUBLE SEEING THE FOREST AND THE TREES
_____ CD 13: Mid-day Program: POSSIBILITIES AND PITFALLS: HOW TO CAPTIVATE YOUR CLIENTS WITH THE FASTEST
GROWING BUSINESS TOOL
_____ CD 14: SECTION 351: TRAPS AND OPPORTUNITIES - Martin Huck
_____CD 15: TAX CONSIDERATIONS FOR BUYERS AND SELLERS OF S CORPORATIONS – Eric M. Elfman
_____ CD 16: DEALING WITH STATE AND LOCAL TAX ISSUES IN CORPORATE ACQUISITIONS - Bruce P. Ely, Peter G. Stathopoulos
_____ CD 17: WHAT TO DO WHEN YOUR CLIENT HAS VALUABLE REAL ESTATE TRAPPED IN A C CORPORATION - Michael Mollerus
_____ CD 18: PAYROLL TAX AND FRINGE BENEFIT AUDIT UPDATE - Mary B. (“Handy”) Hevener
_____ CD 19: CLAIMS OF ESOP PROMOTERS: PEELING THE ONION - Gregory K. Brown, Holland & Knight LLP, Chicago, IL • W. Dennis Summers
_____ CD 20: NEW ISSUES AND OPPORTUNITIES IN THE EVER CHANGING WORLD OF ACCOUNTING METHODS -John C. (Jack) Donovan
_____ CD 21: Mid-day Program: AN ADVISOR’S GUIDE TO LIFE INSURANCE
_____ CD 22: TRICKLE DOWN AUDIT PROCEDURES - Elizabeth Tucker, Colin E. Blalock
_____ CD 23: APPEALING ALTERNATIVES FOR DEALING WITH APPEALS - Sheldon M. “Shelly” Kay
_____ CD 24: IT STILL TAKES A VILLAGE: BALANCING PROFESSIONALISM, PRIVILEGES, AND ADVOCACY IN TAX CONTROVERSIES
_____ CD 25: GETTING COMFORTABLE WITH YOUR LEVELS OF COMFORT AND DETERMINING WHAT LEVEL OF COMFORT YOU NEED
TO GET COMFORTABLE WITH –YOUR CLIENT - Anita C. Soucy, Matthew D. Lerner
_____ CD 26: Special Early Morning Presentation: RECENT CASES, IRS RULINGS, REGULATIONS, AND PRONOUNCEMENTS
_____ CD 27: PLANNING FOR ESTATES UNDER $10 MILLION: A RUBIK’S CUBE OF SIMPLICITY - Steve R. Akers
_____ CD 28: MALPRACTICE IN ESTATE PLANNING: SOME GUIDANCE ON HOW TO AVOID IT - Charles A. “Clary” Redd
_____ CD 29: GRANTOR TRUSTS AND THE NEW PLANNING LANDSCAPE - Amy E. Heller
_____ CD 30: THE FUTURE OF ESTATE PLANNING - Jonathan Blattmachr
_____ CD 31: Mid-day Program: PATHWAYS TO LIQUIDITY: ADVISING YOUR CLIENTS IN MONETIZING THEIR Illiquid WEALTH
_____ CD 32: THE INVIGORATING INTERSECTION OF THE ESTATE TAX AND INCOME TAX - Paul S. Lee
_____ CD 33: FILING THE GIFT TAX RETURN WITH AN EYE TOWARD AUDIT –Stephanie Loomis-Price
_____ CD 34: ESTATE PLANNING THROUGH AN ASSET PROTECTION LENS –Gideon Rothschild
_____ CD 35: CONTEMPORARY ISSUES IN THE FEDERAL INCOME TAXATION OF TRUSTS - Samuel A. Donaldson
_____ CD 36: FIXING A BROKEN TRUST – Elizabeth K. Arias
_____ CD 37: CHARITABLE DISPOSITIONS OF PRIVATE EQUITY INTERESTS, INCLUDING FAMILY PARTNERSHIPS –Karla D’Alleva Valas
_____ CD 38: ESTATE PLANNING FOR SECOND MARRIAGES AND BLENDED FAMILIES - Eric Manterfield
_____ CD 39: HOW TO FIX A BROKEN IRA –Natalie B. Choate
_____ CD 40: Mid-day Program: IMPACTFUL TRENDS AND OPPORTUNITIES IN STRATEGIC PHILANTHROPY
_____ CDs 41-42: RECENT ESTATE PLANNING DEVELOPMENTS – Stanley M. Johanson