58th ANNUAL SOUTHERN FEDERAL TAX INSTITUTE
Oct. 30 - Nov. 3, 2023• Grand Hyatt Atlanta in Buckhead •Atlanta, Georgia
Monday, October 30, 2023
_____ SESSION 1,2,3: Recent Federal Income Tax Developments - Bruce McGovern & Cass Brewer ($25.00)
_____ SESSION 4: Mid-Day Program: Increased Enforcements in a Post Inflation Reduction Act World - Thomas Cullinan, John Hackney & Pat McCann
_____ SESSION 5: Tax Legislative Outlook - Marc Gerson & Russell Sullivan
_____ SESSION 6: What Federal Income Tax Advisors Need to Know about SALT Issues - Jonathan Feldman & David Kirk
_____ SESSION 7: SECA Taxes Applicable to LLPs, Hedge Funds, Private Equity & Venture Capital - Lee Meyercord
_____ SESSION 8: Tax Treatment of Cryptocurrency Losses - Andie Kramer
Tuesday October 31, 2023
_____ SESSION 9: Hot Topics in Partnership and Real Estate Taxation - Gerald Thomas II
_____ SESSION 10: Clean Energy Tax Incentives in the Inflation Reduction Act of 2022 - Gary Hecimovich & Hannah Hawkins
_____ SESSION 11: Tax Issues Facing Distressed Partnerships and Corporations - Peter Genz & Mark Hoffenberg
_____ SESSION 12: Mid-Day Program - Advising the Entrepreneur: Investment Banking & Wealth Management Perspectives - Chip Kelleher, Don DiCarlo & Stuart Smith
_____ SESSION 13: FIRPTA: A General Refresher and Discussion of Common Planning Considerations - Arvind Ravichandran
_____ SESSION 14: Hot Topics in Corporate Tax - Pamela Lawrence Endreny
_____ SESSION 15: M&A Tax Structuring: Tips and Traps - Michael Alter
_____ SESSION 16: Transaction Structures Involving Subchapter C and Subchapter K - Michael Carew
Wednesday, November 1, 2023
_____ SESSION 17: Payroll Tax and the Supersized IRS Budget: New Challenges for Employers - Mary Hevener & Jonathan Zimmerman
_____ SESSION 18: Equity Incentives in the Executive Compensation Setting - James Earle
_____ SESSION 19: Accounting for Liabilities in M&A Transactions - Alexa Claybon
_____ SESSION 20: Mid-Day Program - Eligibility for the ERC: Who CARES? - Daniel Strickland & Ashley Hogsette
_____ SESSION 21: The Latest and Greatest on the BBA - Rochelle Hodes
_____ SESSION 22: Where’s My Refund? IRS Scrutiny of R&D, ERC and Other Tax Credit Refund Claims - Robert Kovacev
_____ SESSION 23: Tax Implications of Conservation Easement Donations: Recent Developments - David Aughtry & Jasen Hanson
_____ SESSION 24: Fixing Federal Tax Mistakes - Thomas Greenaway
Thursday, November 2, 2023
_____ SESSION 25: Recent Federal Wealth Transfer Tax Developments - Stephen Akers
_____ SESSION 26: Surprise! Re-defining Family in the Wild West of DNA Test Kits & Assisted Reproductive Technology - Sarah Moore Johnson
_____ SESSION 27: Post-Mortem Tax Planning and Estate Administration - David Herzig & Stacy Singer
_____ SESSION 28: Mid-Day Program: Hot Topics in Estate Planning from a Business Valuation Expert’s Perspective - Todd G. Povlich
_____ SESSION 29: Estate Planning with Cryptocurrency and Other Digital Assets - Suzanne Brown Walsh
_____ SESSION 30: Over-Rated: How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning - Thomas Pauloski
_____ SESSION 31: What We Don’t Talk About When We Talk About Estate Planning - William Sanderson
_____ SESSION 32: Income Tax & Estate Tax Planning for Encumbered Real Estate Using the Preferred Partnership - Stephen Breitstone & Jerome Hesch
Friday, November 3, 2023
_____ SESSION 33: The Current Landscape of Estate and Gift Tax Audits and Litigation - John Porter
_____ SESSION 34 The Times They Are A-Changin’ - Trust Modification in the Modern World - Amy Kanyuk & Nikola Djuric
_____ SESSION 35: Judicial Anti-Abuse Doctrines in Estate Planning Transactions - Carol Harrington
_____ SESSION 36: Goblin’s Lamentation List: Unscrambling “Installment Obligations” - Paul Lee
