50th ANNUAL SOUTHERN FEDERAL TAX INSTITUTE
October 19th – 23rd, 2015 • Grand Hyatt Atlanta in Buckhead •Atlanta, Georgia
CONVENTION CD’s INC.
1698 N.E. 183rd Street ∙ Miami, FL 33179 ∙ Telephone: (786) 566-0972 ∙ Fax: (305) 866-6646
MONDAY, OCTOBER 19, 2015
_____ CDs 1,2,3: RECENT FEDERAL INCOME TAX DEVELOPMENTS - Martin J. McMahon, Jr., Ira B. Shepard, Bruce A. McGovern
_____ CD 4: Mid-day Program: WOODEN YOU KNOW: HANDLING FEDERAL TIMBER TAX DISPUTES
_____ CD 5: LEGISLATIVE UPDATE AND THE PROSPECTS OF TAX REFORM - Marc J. Gerson, James C. Gould
_____ CD 6: HOT INTERNATIONAL TOPICS FOR THE GENERAL PRACTITIONER - William B. Sherman
_____ CD 7: TAX REPORTING FOR OIL & GAS INVESTMENTS - Robert A. Swiech
_____ CD 8: I CAN'T BELIEVE I MISSED THAT DEADLINE - NOW WHAT? – Peter S. Wilson, Christopher S. Rizek
TUESDAY, OCTOBER 20, 2015
_____ CD 9: PARTNERSHIP CONTINUATIONS: WHEN DO YOU HAVE A NEW PARTNERSHIP OR WHEN DOES YOUR
PARTNERSHIP SIMPLY CONTINUE? - Sarah Staudenraus
_____ CD 10: WHAT YOU NEED TO KNOW ABOUT THE NEW SECTION 751(b) REGULATIONS – Peter J. Genz
_____ CD 11: NAVIGATING THE PARTNER/EMPLOYEE DICHOTOMY - James B. Sowell
_____ CD 12: FEDERAL INCOME TAX ISSUES ARISING IN CONNECTION WITH THE ALLOCATION OF STATE TAX CREDITS
AND THE PURCHASE OR SALE OF TRANSFERABLE STATE TAX CREDITS – William F. Machen
_____ CD 13: Mid-day Program: CAPTIVE INSURANCE COMPANIES: CAPTURE YOUR SHARE OF THE FASTEST GROWING BUSINESS TOOL
_____ CD 14: CURRENT CORPORATE TAX DEVELOPMENTS AND TRANSACTION STRUCTURES - Mark J. Silverman
_____CD 15: THE APPLICATION OF THE STEP TRANSACTION DOCTRINE IN THE CORPORATE SETTING – Eric Solomon
_____ CD 16: HOT TOPICS IN S CORPORATIONS - Laura Howell-Smith, Stephen R. Looney
_____ CD 17: TAXABLE ASSET ACQUISITIONS - Karen Gilbreath-Sowell, Shane J. Kiggen
WEDNESDAY, OCTOBER 21, 2015
_____ CD 18: HEALTH CARE REFORM: THE RUBBER FINALLY MEETS THE ROAD – Paul M. Hamburger
_____ CD 19: ACCOUNTING METHODS: WHAT’S NEW? WHAT’S OLD (BUT LITTLE KNOWN)? WHAT’S SCARY? – Stephen F. Gertzman, George A. Hani
_____ CD 20: DEALING WITH ATYPICAL ASSETS IN IRAS AND QUALIFIED PLANS – Pamela D. Perdue,
_____ CD 21: Mid-day Program: HEALTH CARE REFORM: IMPACT ON EMPLOYER-FUNDED BENEFITS
_____ CD 22: THIS ISN’T JUST WHISTLING IN THE WIND: REPRESENTING WHISTLEBLOWERS AND DEFENDING AGAINST THEM – Bryan C. Skarlatos,
_____ CD 23: CUTTING THE ABUSE OUT OF IDRS AND SUMMONSES: EVERY CONCEIVABLE DEFENSE – Philip Karter
_____ CD 24: KEY CHANGES IN OUR FEDERAL TAX SYSTEM OVER THE LAST FIFTY YEARS, AND THE ROLE AND IMPACT
OF PRACTITIONER PROFESSIONALISM – William D. Elliott
_____ CD 25: THE ETHICAL OBLIGATIONS OF A TAX PRACTITIONER: HAS THE DUST FINALLY SETTLED? AND DO I STILL
NEED A DISCLAIMER? – Todd Welty
THURSDAY, OCTOBER 22, 2015
_____ CD 26: HISTORY AND FUTURE OF VALUATION DISCOUNT PLANNING – S. Stacy Eastland, John W. Porter
_____ CD 27: (MIS)CONCEPTIONS ABOUT GRANTOR TRUSTS – Jeffrey N. Pennell
_____ CD 28: TRUSTS AND RETIREMENT BENEFITS – Natalie B. Choate,
_____ CD 29: CROSS-BORDER ESTATE PLANNING – Gideon Rothschild,
_____ CD 30: Mid-day Program: PERSONAL GOODWILL MATTERS TO YOUR CLIENTS
_____ CD 31: TALES FROM THE DARK SIDE: DRAFTING TRUSTS FROM THE STANDPOINT OF THE FIDUCIARY – Steve R. Akers,
_____ CD 32: LOOKING BACK AT THE EVOLUTION OF THE ESTATE AND GIFT TAX REGIME / LOOKING FORWARD TO
THE FUTURE OF THE ESTATE PLANNING PRACTICE - Ronald D. Aucutt, Charles A. “Clary” Redd,
_____ CD 33: PLANNING FOR CLIENTS UNDER THE $10 MILLION NET WORTH, INCLUDING PORTABILITY
CONSIDERATIONS - Jonathan G. Blattmachr, Diana S.C. Zeydel
_____ CD 34: CONSERVATION EASEMENTS: MAXIMIZING THE TAX BENEFITS WHILE MINIMIZING THE AUDIT
RISK - David D. Aughtry, Nancy A. McLaughlin, Alan F. Rothschild, Jr.,
FRIDAY, OCTOBER 23, 2015
_____ CD 35: ETHICAL CHALLENGES POSED BY TRANSFERS AMONG FAMILY MEMBERS - Mary F. Radford
_____ CD 36: BUSINESS SUCCESSION PLANNING - Edward F. “Ed” Koren, Daniel H. “Danny” Markstein, III
_____ CD 37: Mid-day Program: STRATEGIC USES OF LIFE INSURANCE FOR AFFLUENT FAMILIES
_____ CD 38: EXPLORING THE SPACE-TIME CONTINUUM: MULTI-STATE TRUST ISSUES – Paul S. Lee
_____ CD 39: RECENT ESTATE PLANNING DEVELOPMENTS – Stanley M. Johanson
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