Monday, October 21, 2019
_____ SESSION 1,2,3: RECENT FEDERAL INCOME TAX DEVELOPMENTS - Bruce A. McGovern, Cassady V. (“Cass”) Brewer
_____ SESSION 4: Mid-Day Program: How to Succeed In Tax Practice - And Avoid Living In A Van Down By The River
_____ SESSION 5: Section 199A and Practical Implications - Todd D. Golub, Lynn T. Kawaminami
_____ SESSION 6: Intended and Unintended Federal Income Tax Consequences of SALT “Workarounds”- Christopher Benner
_____ SESSION 7: The Wizards of “QOZ”! Qualified Opportunity Zones –Lisa M. Starczewski, Robert Cassanos
Tuesday October 22, 2019
_____ SESSION 8: Important Tax Developments Affecting Partnerships and Real Estate, Including Bonus Depreciation, Loss Limitations, and Carried Interests – Julie Sassenrath
_____ SESSION 9: Exiting a Partnership – John J. Rooney
_____ SESSION 10: Let’s Get Practical with the Interest Deduction Limitation Under Section 163(j) – Brian Knudson
_____ SESSIONs 11: Mid-Day Program: Capitalizing On Qualified Opportunity Zones - Ricky Novak, Craig Mason
_____ SESSION 12: Key Tax Developments and Planning Opportunities for C and S Corporations – David Strong
_____ SESSION 13: The Alphabet Soup of “ACT,” “PHCs,” and “PSCs”: The Accumulated Earnings Tax, Personal Holding Companies,
and Personal Service Corporations – C. Wells Hall, III
_____ SESSION 14: Transactions Involving S Corporations: Relevant Rules And The Impact Of Tax Reform – Aaron P. Nocjar
_____ SESSION 15: Practical Workshop and Insights Relating to Monday and Tuesday Sessions – Cameron N. Cosby, Peter J. Genz, James B. Sowell, R. David Wheat
Wednesday, October 23, 2019
_____ SESSION 16: Trains, Planes, and . . . Snacks? What’s Left of Fringe Benefits After TCJA? – Mary B. “Handy” Hevener, Jonathan Zimmerman
_____ SESSION 17: Bit What? An Explanation and Tax Primer Concerning Bitcoin and Other Cryptocurrencies – Navin Sethi
_____ SESSION 18: Now We Know? The Real World Effect of GAAP on Tax Accounting After TCJA – George Hani
_____ SESSION 19: Mid-Day Program: Belling The Cat - Funding Strategies For Energy Efficiency That Really Work – Hank Holman, and Karen Koch
_____ SESSION 20: Let’s Get Real About Mental/Emotional Health and Substance Abuse in the Profession – Lynn Garson, Lynn Nichols
_____ SESSION 21: Sounds Reasonable to Me: Defending Penalties with Reasonable Cause – Larry Campagna, John R. Keenan
_____ SESSION 22: Conservation Easements: Contemporary Issues and Challenges – W. Curtis Elliott, Jr., Nancy A. McLaughlin
_____ SESSION 23: A Partner In Your Woes? Ethical Issues For Partnership Representatives – Christopher Rizek, Linda Galler
Thursday, October 24, 2019
_____ SESSION 24: Basis After TCJA – Important Before, Crucial Now – Lester Law
_____ SESSION 25: Planning for Persons with Disabilities: Recent Developments and Continued Challenges – Kristen M. Lewis
_____ SESSION 26: Tax Considerations for Premarital Agreements and Divorce – Justin Miller
_____ SESSION 27: Transfer Tax Audits in the Era of Increased Exemptions – John W. Porter
_____ SESSION 28: Mid-Day Program: Best Practices In The Valuation Of Pass-Through Entities – Todd Povlich
_____ SESSION 29: Optimizing Lifetime Gifts: Advising Clients in Uncertain Times – John Bergner
_____ SESSION 30: Triangulation: Integrating Life Insurance into Estate and Investment Plans – Thomas J. Pauloski
_____ SESSION 31: Ten Things Every Estate Planner Needs to Know about Subchapter J – Mickey R. Davis, Melissa J. Willms
_____ SESSION 32: Can You Keep a Secret? – A Look at Your Client’s Confidentiality Privileges – C. Fred Daniels
Friday, October 25, 2019
_____ SESSION 33: The Philanthropic Spark: How Tax and Non-Tax Considerations Motivate Donors – Michele A. W. McKinnon
_____ SESSION 34: Ethical and Professional Challenges of Dealing with Elder Financial Abuse – Mary Radford
_____ SESSION 35: It’s All in the Family…What’s a Family? Estate Planning and Trust Management for a Brave New World – Hugh Magill
_____ SESSION 36: RECENT ESTATE AND GIFT PLANNING DEVELOPMENTS - Samuel A. Donaldson
