57th ANNUAL SOUTHERN FEDERAL TAX INSTITUTE
October 24th – 28th, 2022 • Grand Hyatt Atlanta in Buckhead •Atlanta, Georgia
Monday, October 24, 2022
_____ SESSION 1,2,3: RECENT FEDERAL INCOME TAX DEVELOPMENTS - Bruce A. McGovern & Cassady V. (“Cass”) Brewer ($25.00)
_____ SESSION 4: Mid-Day Program: Tax Controversy from the Trenches - Chamberlain, Hrdlicka, White, Williams & Aughtry and presented by John W. Hackney,
Jennifer Duval Lindy and Jeff S. Luechtefeld
_____ SESSION 5: Why Cybersecurity Programs Fail - Mark Burnette
_____ SESSION 6: International Tax Structuring for Non-Publicly Traded Clients – Summer Ayers LePree, Baker & McKenzie
_____ SESSION 7: State Pass-Through Entity Elections – Benefit or Trap for the Unwary? – Brian Sengson, Bennett Thrasher, Matt Gentile
_____ SESSION 8: Managing Anti-Abuse Rules – In Planning and Controversies – Gary B. Wilcox
Tuesday October 25, 2022
_____ SESSION 9: Disguised Sales – What the General Tax Practitioner Needs to Know to Avoid Running Afoul of These Provisions – Amanda Wilson
_____ SESSION 10: Hot Topics in Partnership and Real Estate Taxation – Kendal A. Sibley
_____ SESSION 11: A Roadmap for Future IRS Audits? New Partnership Disclosures and Their Role in Partnership Audits – Matthew Busta, Michael J. Desmond
_____ SESSION 12: Mid-Day Program - Georgia State Tax Credits & Employee Retention Credit: What You Need to Know – Kelli Kochs and Stephen MacNeil
_____ SESSION 13: Hot Topics in Corporate Tax – Lisa M. Zarlenga
_____ SESSION 14: Distributions by Closely Held Corporations - Shane J. Kiggen, Christina Tacoronti
_____ SESSION 15: S Corporations – Busted S Elections and Options to Remediate – Robert S. Keller
_____ SESSION 16: Section 1202 Qualified Small Business Stock: A Powerful Tax Incentive for Early-Stage Companies – David Strong
Wednesday, October 26, 2022
_____ SESSION 17: Employee Fringe Benefits and Payroll Tax Deferrals and Credits During and Beyond the Pandemic: Q&As for Employers, and Expected Audit
Questions from the IRS – Mary B. Hevener, Jonathan Zimmerman
_____ SESSION 18: Tax Implications Regarding the Evolution of the New Digital Asset Industry – Navin Sethi
_____ SESSION 19: INDOPCO Regulations 20 Years Later – Still a Tangled Web After All These Years – Mary Duffy
_____ SESSION 20: Mid-Day Program - Many will be jumping into the PEP pool. Are you ready to swim? – Richard E. Jones
_____ SESSION 21: “But My Accountant Said I Could.” What Happens If My Client Blames Me? – George Abney
_____ SESSION 22: Tax Enforcement in an Era Evolving Global Tax Rules, Increased IRS Programming Responsibilities, and Uncertain Funding – Michael J. Desmond
_____ SESSION 23: Let’s Make a Deal: Strategies for Success in Appeals – Elizabeth Tucker, Kevin Brown
_____ SESSION 24: How Your Boom Box Playlist “Qualifies” for Appraisal Defense – David P. Adams III, Charles E. Hodges II
Thursday, October 27, 2022
_____ SESSION 25: Recent Estate and Gift Tax Developments – Samuel A. Donaldson
_____ SESSION 26: Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases – Dana G. Fitzsimons, Jr.
_____ SESSION 27: Planning for Retirement Benefits: Treasury’s Proposed SECURE Regulations – Natalie B. Choate
_____ SESSION 28: Mid-Day Program: Hot Topics in Estate Planning from a Business Valuation Expert’s Perspective - Todd G. Povlich
_____ SESSION 29: Estate Planning Strategies for Large QTIP Trusts – Do Good Things Come to Those Who Defer? – M. Read Moore
_____ SESSION 30: Spousal Lifetime Access Trusts (“SLATs”) – The Good and the Bad – Charles A. “Clary” Redd
_____ SESSION 31: What’s New, What’s Different, and What’s the Same in Split Dollar? – Mary Ann Mancini
_____ SESSION 32: So, You Think You Can Dance? The Ethics of Fixing Bad Moves – Stephanie Loomis-Price, Lauren J. Wolven
Friday, October 28, 2022
_____ SESSION 33: Section 678 and Beneficiary Deemed Owner Trusts (BDOTs) – Edwin P. Morrow III
_____ SESSION 34: Business Succession Planning: The More Things Change, the More They Stay the Same – Joshua E. Husbands
_____ SESSION 34B A Practical Primeron the Private Foundation Self-Dealing Rules – Brad Bedingfield
_____ SESSION 35: Benefits, Burdens, Traps and Pitfalls of Non-Grantor Trusts – Jonathan G. Blattmachr, Diana S.C. Zeydel
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