Monday, October 22, 2018
_____ SESSION 1,2,3: RECENT FEDERAL INCOME TAX DEVELOPMENTS - Bruce A. McGovern, Cassady V. (“Cass”) Brewer
_____ SESSION 4: Mid-Day Program: WHAT EVERY FAMILY BUSINESS AND FAMILY OFFICE NEED TO KNOW - Alan Zachariah, John Hackney, David Aughtry and Stephanie Brun de Pontet
_____ SESSION 5: FOR SELECT TAXPAYERS ONLY: 20% OFF UNTIL 2026! NEW IRC § 199A AND “QUALIFIED BUSINESS INCOME”- Adam Feuerstein, Sarah Ritchey Haradon
_____ SESSION 6: THE EMPLOYEE VS. INDEPENDENT CONTRACTOR DETERMINATION – MORE IMPORTANT THAN EVER - Todd H. Lebowitz
_____ SESSION 7: STATE TAX UPDATE, WITH A FOCUS ON THE IMPLICATIONS OF TCJA - James H. Adams, Brian B. McCuller
Tuesday October 23, 2018
_____ SESSION 8: HOT TAX REFORM TOPICS AFFECTING PARTNERSHIPS AND REAL ESTATE - Ana G. O’Brien, Mark Schwed
_____ SESSION 9: MAKING SENSE OF THE EVER-EXPANDING LOSS LIMITATION REGIMES – Brent Clifton
_____ SESSION 10: IT’S 2018 AND THE NEW PARTNERSHIP AUDIT REGIME IS A HARSH REALITY — NOW WHAT? – Steven R. Schneider
_____ SESSIONs 11/12: MORE TCJA SURPRISES PARTs I & 2: NEW LIMITATIONS ON DEDUCTING BUSINESS INTEREST FOR PARTNERSHIPS AND REAL ESTATE – Stephen J. Giordano
_____ SESSION 13: Mid-Day Program: Is the 831(b) Captive Dead? – Mark Sims
_____ SESSION 14: BACK TO THE FUTURE FOR C CORPORATIONS? EXAMINING THE CHOICE OF ENTITY ANALYSIS AFTER TCJA – Scott M. Levine
_____ SESSION 15: MERGERS, ACQUISITIONS, AND OTHER CORPORATE REORGANIZATIONS AFTER TAX REFORM - Karen Gilbreath Sowell, Brian W. Reed
_____ SESSION 16: DUE DILIGENCE FOR TARGET S CORPORATIONS AND C CORPORATIONS - Gregory N. Kidder, Zack Leder
Wednesday, October 24, 2018
_____ SESSION 17: INTERNATIONAL TAX REFORM TOPICS THAT WE ALL NEED TO UNDERSTAND - William B. Sherman
_____ SESSION 18: TAX ASPECTS OF PRIVATE EQUITY COMPENSATION - Gregg D. Polsky
_____ SESSION 19: TAX ACCOUNTING AND COST RECOVERY UPDATE - George A. Hani
_____ SESSION 20: Mid-Day Program: A YEAR INTO TAX REFORM, HOW HAS THE LANDSCAPE CHANGED FOR TAX CREDIT INVESTMENTS? – George L. Strobel II
_____ SESSION 21: READING BODY LANGUAGE TO EVALUATE TRUTHFULNESS - Susan Constantine
_____ SESSION 22: A HOLISTIC APPROACH TO IRS APPEALS: NEGOTIATING WITH EXAM PRESENT - Brian W. Kittle
_____ SESSION 23: INTERNATIONAL TAX VIOLATIONS AND RISING IRS ENFORCEMENT: SUCCESSFULLY DEFENDING TAXPAYERS IN GLOBAL DISPUTES - Hale E. Sheppard
_____ SESSION 24: THE ACCIDENTAL FELON: WHEN DO TAX ENGAGEMENTS, CLIENT REPRESENTATION AND ADVOCACY BECOME A CRIME? - Ian M. Comisky Elizabeth P. Askey
Thursday, October 25, 2018
_____ SESSION 25: ESTATE PLANNING AND ADMINISTRATION AFTER TCJA – Charles A. “Clary” Redd
_____ SESSION 26: DISHING THE DIRT ON PLANNING FOR REAL ESTATE INVESTORS - Farhad Aghdami
_____ SESSION 27: SQUARING THE CIRCLE - Dana G. Fitzsimons Jr., Meghan G. Hubbard
_____ SESSION 28: MINIMIZING OR ELIMINATING STATE INCOME TAXES ON NONGRANTOR TRUSTS - Richard W. “Dick” Nenno
_____ SESSION 29: Mid-Day Program: VALUATION ISSUES ARISING FROM TAX REFORM - MPI
_____ SESSION 30: DECANTING: A BALANCING ACT - Cynthia G. Lamar-Hart
_____ SESSION 31: USING SELF-SETTLED ASSET PROTECTION TRUSTS FOR TAX PLANNING PURPOSES - Michael Gordon
_____ SESSION 32: “TAX-EXEMPT” DOES NOT MEAN “NONTAXABLE,” ESPECIALLY AFTER TCJA - James K. Hasson, Jr
_____ SESSION 33: FAMILY LPs AND LLCs: THE UNWIND - Robert R. Pluth, Jr.
Friday, October 26, 2018
_____ SESSION 34: INNOVATIVE PASS-THROUGH STRUCTURES AND TECHNIQUES IN THE WAKE OF TCJA - Paul S. Lee
_____ SESSION 35: 70 ½: HOW TO COMPUTE, TAKE, MINIMIZE AND/OR AVOID RMDs - Natalie B. Choate
_____ SESSION 36: ARE NONGRANTOR TRUSTS THE CAT’S PAJAMAS AGAIN? - Carol A. Cantrel
_____ SESSION 37: RECENT ESTATE AND GIFT PLANNING DEVELOPMENTS - Samuel A. Donaldson