Monday, October 21, 2024
_____ SESSION 1,2,3: Recent Federal Income Tax Developments – - Bruce McGovern & Cass Brewer
_____ SESSION 4: Mid-Day Program: The Taxman Cometh – Hot Topics in Tax Controversy – Chamberlain, Hrdlicka, White, Williams & Aughtry
_____ SESSION 5: Tax Legislative Outlook - Marc J. Gerson, Russell W. Sullivan
_____ SESSION 6: The Practical Tax Implications of the Supreme Court’s 2024 Administrative Law Decisions - Kristin Hickman, David Foster
_____ SESSION 7: Moore v. United States And The Sixteenth Amendment - Lucas C. Townsend
_____ SESSION 8: International Tax Controversy: Notable Cases, Rulings and Developments - Hale E. Sheppard, James Parks
Tuesday October 22, 2024
_____ SESSION 9: Hot Topics in Partnership and Real Estate Taxation - Julie M. Marion
_____ SESSION 10: Schedules K-2 & K-3: the Why, the What, and the How - Annette M. Rojas, Joseph Medina
_____ SESSION 11: Self-Employment Tax Issues of Limited Partners, “As Such” - David H. Kirk
_____ SESSION 12: This Way to the Exit: Partnership Disposition Considerations - Jon G. Finkelstein
_____ SESSION 14: The Economic Substance Doctrine: Evolution of the Doctrine and a Look at Its Current Application - Eric Solomon
_____ SESSION 15: Current Topics in Corporate Taxation - Michael Carew
_____ SESSION 16: From Cradle to Grave: The Lifecycle of an LBO – Joshua M. Holmes
_____ SESSION 17: Navigating Uncertain S Corporation Status - Aaron Nocjar
Wednesday, October 23, 2024
_____ SESSION 18 Hot Topics in Employment Taxes and Fringe Benefits - Thomas M. Cryan, Jr
_____ SESSION 19: SECURE 2.0: What’s Happening and What’s on the Horizon for Retirement Plans? – Ilene H. Ferenczy
_____ SESSION 20: The New Frontier: An Overview and Analysis of the Latest Guidance Addressing the Treatment of R&D Costs under Section 174 – Michael D. Resnic _____ SESSION 21: Mid-Day Program: Bridging Comfort Levels with Tax Insurance - James Chenoweth
_____ SESSION 22: Update on IRS Enforcement Efforts for Partnerships and High-Net Worth Individuals Bryan C. Skarlatos, Matt Cooper
_____ SESSION 23: Oh BOI! Staying Compliant with Beneficial Ownership Information Reporting Under the Corporate Transparency Act - Ian A. Herbert
_____ SESSION 24 Ethics of Using Artificial Intelligence in Tax Practice – - Thomas Greenaway
_____ SESSION 25 IRS Operations: Past Practices and the Path Ahead - Charles Rettig, Michael J. Desmond, Tom Cullinan,
Thursday, October 24, 2024
_____ SESSION 26: Recent Federal Wealth Transfer Tax Developments - Stephen R. Akers
_____ SESSION 27: Here Comes the Sun(set): Getting Ready for the Avalanche of Complicated Gift Tax Returns - Kathryn Baldwin Hecker
_____ SESSION 28: Choice of Fiduciary: Governance issues, Successors and Tax Impacts - Brook H. Lester, Carl L. King
_____ SESSION 29 Mid-Day Program: Hot Topics at the Intersection of Estate Planning and Business Valuation -Todd G. Povlich
_____ SESSION 30: Current Developments in Estate and Gift Tax Audits and Litigation - John W. Porter
_____ SESSION 31: Trustee Conundrums: Practical Drafting Approaches from a Fiduciary’s Perspective –Kerri Mast, Brandon A.S. Ross
_____ SESSION 32: Is an LLC for Me? Formation and Operation of a Family Investment Company – Miriam Wogan Henry
_____ SESSION 33: The SECURE (“Setting Every Community Up for Retirement Enhancement” or “Sending Everyone Cowering Under Reduced Expectations”)
Act and Other Recent Developments in Estate Planning with Retirement Assets - Robert K. Kirkland
Friday, October 25, 2024
_____ SESSION 34 Giving Away the Family Business: Tax Strategies for Transferring Closely-Held Businesses to 501(c)(3) and 501(c)(4) Organizations - Kelly L. Hellmuth
_____ SESSION 35: To Whom and When Does an Estate Planner Owe Duties? - Charles A. Redd
_____ SESSION 36: Estate Planning for Modest Estates: Practical Tools Every Estate Planner Should Know - Melissa J. Willms, Mickey Davis
_____ SESSION 37: Secrets of Successful Families: Creating a Lasting Legacy - Justin T. Miller
