60th ANNUAL SOUTHERN FEDERAL TAX INSTITUTE
Oct. 27 - 31, 2025• Grand Hyatt Atlanta in Buckhead
Atlanta, Georgia
PRICE SCHEDULE:
1 SESSION on Flash Drive $ 17.00
Recent Developments sessions on Flash Drive $ 35.00
Pick any 15 sessions on Flash Drive $ 180.00
COMPLETE CONFERENCE ON Flash Drive (ALL 44.5 Hours) $ 395.00
SHIPPING & HANDLING, PLEASE ADD $12.00 for Each Flash Drive Ordered
o Cash/Check (MUST be drawn on US bank and payable to CCD) Visa o MasterCard o American Express o Discover
CONVENTION CD’s INC.
info@conventioncds.com www.conventioncds.com
1698 N.E. 183rd Street ∙ Miami, FL. 33179
Telephone: (786) 566-0972
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Monday, October 27, 2025
_____ SESSION 1: Recent Federal Income Tax Developments – Bruce McGovern & Cassady V. “Cass” Brewer ($35.00)
_____ SESSION 2: Mid-Day Program: Opportunity Knocks - Resolving Tax Issues in the Current IRS Environment - Tom Cullinan, John Hackney and Charles Rettig
_____ SESSION 3: Tax Policy and Legislative Update: The View from Washington –Tom West
_____ SESSION 4: International Tax Landscape: Global (BEPS Pillar 2) and U.S. Tax Update – Aaron Topol
_____ SESSION 5: Understanding and Using IRS and State DOR e-Services – James Pickett, Chris Stephens
_____ SESSION 6: Navigating the Current Tax Enforcement Environment – Current or Former Senior IRS Official
Tuesday October 28, 2025
_____ SESSION 7: Current Trends in Real Estate Debt Workouts – David L. Friedline
_____ SESSION 8: Exiting a Partnership the “Right” Way: How to Exit a Partnership in a Tax Efficient Manner – Bryan A. Rimmke
_____ SESSION 9: Current Developments for Real Estate Partnerships and Investors – Karen Lohnes, Stephen Giordano
_____ SESSION 10: Structuring Considerations for 1031 Exchanges – Todd Keator
_____ SESSION 11: Mid-Day Program: The Future of Taxation – James Chenoweth
_____ SESSION 12: Corporate Tax and Cross-Border Hot Topics – Scott M. Levine
_____ SESSION 13: Sales of Closely Held Businesses: Avoiding Pitfalls and Planning Ahead for the Best Outcome – Tony Nitti
_____ SESSION 14: Why Do We Roll This Way? Tax Deferred Transactions in the Private Context – Sara B. Zablotney
_____ SESSION 15: Structuring Investments in Tech, Life Sciences and Other Private Companies – William R. Skinner
Wednesday, October 29, 2025
_____ SESSION 16: Employee Benefits: Updates to Laws, Regulations, and IRS Operations in the New Administration – Mary B. Hevener, Jonathan Zimmerman
_____ SESSION 17: Income Tax Accounting Methods: More Than Just Timing – Timothy Powel
_____ SESSION 18: ESOP as an Option for Ownership Transition: What You and Your Clients Need to Know – Castles (Cass) R. Hollis, Blake Head, Andrew J. Kulesza
_____ SESSION 19: Mid-Day Program:
_____ SESSION 20: Partnership Audit Rules: Traps for the Unwary – Kate Kraus, Peter J. Genz
_____ SESSION 21: Resolving Tax Controversies with the IRS Independent Office of Appeals: What’s New and What’s Next – Sheri A. Dillon
_____ SESSION 22: International Information Return Penalties: Current Developments and Effective Strategies – Daniel N. Price
_____ SESSION 23: Safeguarding Privilege: Navigating Kovel Engagements – James Parks, Brian C. McMan
Thursday, October 30, 2025
_____ SESSION 24: Recent Federal Wealth Transfer Tax Developments - Stephen R. Akers
_____ SESSION 25: Four Weeks and a Funeral: Considerations for the Two Weeks Before Death and the Two Weeks After Death – Thomas D. Yates, Shane Kelley
_____ SESSION 26: SECURE-ly Planning for Retirement Assets – Jennifer E. Shirkey
_____ SESSION 27: Mid-Day Program: Hot Topics at the Intersection of Estate Planning and Business Valuation – Todd G. Povlich
_____ SESSION 28: IRS Transfer Tax Targets and Trials: What Were They Thinking? – Stephanie Loomis-Price
_____ SESSION 29: Expecting the Unexpected: Flexible Planning for 2025 and Beyond – Kim Kamin
_____ SESSION 30: It’s English to Me: Non-U.S. Trust Law for U.S. Lawyers – M. Read Moore, Bernadette Carey
_____ SESSION 31: Using Generative AI Ethically & Responsibly In An Estate Planning Practice – Catherine Sanders Reach
Friday, October 31, 2025
_____ SESSION 32: Planning with Life Insurance LLCs after Connelly and Huffman – Steven B. Gorin
_____ SESSION 33: Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases – Dana G. Fitzsimons Jr.
_____ SESSION 34: Tax Consequences of Trust Modifications and Early Terminations – Edwin P. Morrow III
_____ SESSION 35: The Great Unknown: What Really Happens When Partners Die? – Paul S. Lee
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