52nd ANNUAL SOUTHERN FEDERAL TAX INSTITUTEOctober 23rd – 27th, 2017 • Grand Hyatt Atlanta in Buckhead •Atlanta, Georgia
PRICE SCHEDULE:
1 CD SESSION on Flash Drive $ 15.00
BUY 14 & GET THE 15th & 16th Free on Flash Drive $ 128.00
FULL SET ($125.00 Savings) 39 Individual CD’s (Packaged in a Complimentary Custom Album) $ 460.00
COMPLETE CONFERENCE ON AUDIO CD-Rom/mp3 $ 159.00
COMPLETE CONFERENCE ON 4gb Flash Drive $ 159.00
SHIPPING & HANDLING, PLEASE ADD $2.00 ($5.00 Int’l) for 1st CD & $1.00 FOR EACH ADD’L CD TO A MAX. of $20.00
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 ∙ Fax: (305) 866-6646
Monday, October 23, 2017
_____ SESSION 1,2,3: RECENT FEDERAL INCOME TAX DEVELOPMENTS - Bruce A. McGovern, Cassady V. (“Cass”) Brewer
_____ SESSION 4: Mid-Day Program: THE HOTTEST TOPICS IN TAX CONTROVERSY – Hale E. Sheppard, John W. Hackney and David D. Aughtry
_____ SESSION 5: LEGISLATIVE UPDATE – POST ELECTION YEAR - John P. Gimigliano, Rohit Kumar
_____ SESSION 6: STATE RESIDENCY CONSIDERATIONS FOR HIGH NET WORTH INDIVIDUALS, INCLUDING ATHLETES, ENTERTAINERS AND CORPORATE CEOs –
Mary T. Benton, Jeff Glickman
_____ SESSION 7: IDENTITY AND TAX ID THEFT – Cari Weston, Mark Kahler, Christopher Denton
Tuesday October 24, 2017
_____ SESSION 8: CURRENT DEVELOPMENTS IN PARTNERSHIPS AND REAL ESTATE, INCLUDING LIKE-KIND EXCHANGES – Sarah E. Ralph
_____ SESSION 9: DISGUISED SALES AND DEBT ALLOCATION - Phillip Gall
_____ SESSION 10: PROFITS INTERESTS: THE GOVERNMENT CONTINUES TO TRY TO PUT THE CAT BACK IN THE BAG - John J. Rooney
_____ SESSION 11: Mid-Day Program: THE IMPACT OF TAX REFORM ON TAX EQUITY INVESTMENTS – George L. Strobel II
_____ SESSION 12: CURRENT DEVELOPMENTS IN CORPORATIONS – William D. Alexander
_____ SESSION 13: TAX CONSIDERATIONS FOR BUYERS AND SELLERS OF S CORPORATIONS – Eric M. Elfman
_____ SESSION 14: STRUCTURING TAX-FREE MANAGEMENT ROLLOVERS – Donald E. Rocap
_____SESSION 15: STOCK BASIS ISSUES FOR CLOSELY HELD CORPORATIONS – Gordon E. Warnke
Wednesday, October 25,2017
_____ SESSION 16: TAX CONSIDERATIONS FOR LANDLORDS AND TENANTS – Robert D. Schachat
_____ SESSION 17: TAX-EXEMPTS AS PARTNERS IN YOUR TRANSACTIONS – Kendi E. Ozmon, Brittany Cvetanovich
_____ SESSION 18: IMPLICATIONS OF SECTION 409A ON COMMON COMPENSATION ARRANGEMENTS – Daniel L. Hogans
_____ SESSION 19: Mid-Day Program: CAPTIVE CLARITY: 831(B) AND BEYOND – Doug MacGinnitie
_____ SESSION 20: THE CURE MAY KILL YOU: HOW TO COPE WITH THE CONFLICTS RAISED BY THE HYDRA-HEADED REPEAL OF TEFRA –
Michael Hauswirth, Miriam L. Fisher
_____ SESSION 21: MAKING PROFESSIONALISM WORK IN PROTECTING CLIENTS FROM AUDIT THROUGH APPEALS TO LITIGATION – Sheldon M. Kay, Colin E. Blalock
_____ SESSION 22: THE U.S. REPORTING, PENALTY, AND PROSECUTION OF FOREIGN HOLDINGS: A RENEWABLE TAX CONTROVERSY RESOURCE? –
Mark E. Matthews, Timothy M. Kelly
_____ SESSION 23: ETHICAL ISSUES RAISED BY “TRANSACTION OF INTEREST” CLASSIFICATIONS – Bryan C. Skarlatos
Thursday, October 26, 2017
_____ SESSION 24,25: RECENT ESTATE AND GIFT PLANNING DEVELOPMENTS – Samuel A. Donaldson
_____ SESSION 26: ANTICIPATING AUDIT ARGUMENTS: A LITIGATOR’S LIST OF TACTICAL TIPS – Stephanie Loomis-Price
_____ SESSION 27: OVERVIEW OF ESTATE PLANNING FOR THE INTERNATIONAL CLIENT – R. Mark Williamson
_____ SESSION 28: Mid-Day Program: HOT TOPICS IN ESTATE PLANNING FROM A BUSINESS VALUATION EXPERT’S PERSPECTIVE – Todd Povlich
_____ SESSION 29: OOPS! THE 50 MOST COMMON LIFE INSURANCE PLANNING MISTAKES – Donald O. Jansen, Lawrence “Larry” Brody, Lawton M. “Mac” Nease, III
_____ SESSION 30: CHALLENGES IN RECOGNIZING AND REPRESENTING CLIENTS WITH DIMINISHING CAPACITY – Mary F. Radford
_____ SESSION 31: VALUATION AND OTHER CURRENT ISSUES IN ESTATE AND GIFT CONTROVERSIES – John Porter
_____ SESSION 32: UNDERSTANDING AND SERVING THE SINGLE-FAMILY OFFICE AS A CLIENT – Craig DeLucia, Robert (“Bobby”) Stover Jr.
Friday, October 27, 2017
_____ SESSION 33: ADVANCED ISSUES IN PRIVATE FOUNDATION INVESTING – Elaine Waterhouse Wilson
_____ SESSION 34: BLINKING TRUSTS - THE INCOME TAX CONSEQUENCES WHEN A GRANTOR TRUST BECOMES A COMPLEX TRUST
OR A COMPLEX TRUST BECOMES A GRANTOR TRUST – Craig Janes
_____ SESSION 35: TAX CONSEQUENCES OF TRUST AND ESTATE SETTLEMENTS – Lauren Detzel
_____ SESSION 36: ADVANCED TOPICS IN GENERATION-SKIPPING TRANSFER TAX – Beth Shapiro Kaufman
_____ SESSION 37: Mid-Day Program: WHAT EVERY ESTATE PLANNER SHOULD KNOW ABOUT BUY-SELL AGREEMENTS – Z. Christopher Mercer
_____ SESSION 38: FUNDAMENTALS OF ESTATE PLANNING IN LIGHT OF A TRUMP PRESIDENCY, POLITICAL UNCERTAINTY, AND RISING INTEREST RATES –
Jonathan G. Blattmachr