Agenda
NOV 12
Continuing Ed Approvals
7 - 8 a.m.
Registration & Breakfast
8 - 9:45 a.m.
Welcome & Trust and Estate Scouting Report: Uncovering Tax and Fiduciary Trends to Better Plan and Prepare
​William Sanderson, MCGuireWoods Private Wealth Services
9:45 - 10 a.m.
Break
10 - 11:30 a.m.
Federal Tax Update
Karen Miller, Culverhouse School of Accountancy
11:30 a.m. - 12:30 p.m.
Scholarship Awards Luncheon
12:30 - 2:00 p.m.
Family Business/Cecil Case
David Aughtry & Former Commissioner Charles Rettig
2:00 - 2:15 p.m.
Break
2:15 - 3:15 p.m.
Uses & Limits of Non-Judicial Settlement Agreements
Speaker TBA
3:15 - 3:30 p.m.
Break
3:30 - 5:00 p.m.
TBA
Agenda
NOV 12
Continuing Ed Approvals
7 - 8 a.m.
Registration & Breakfast
8 - 9:00 a.m.
Current Events Relating to the Taxation of Partnerships and Real Estate
Jim Sowell, KPMG
9:00 - 10:00 a.m.
What Happens When Partners Die?
Vincent Schilleci, Maynard Nexsen
9:50 - 10:35 p.m.
Break
10:35 - 11:35 a.m.
Tax Gotchas in LLC, Partnership and Stockholders' Agreements
Johnny Lyle
11:35 a.m. - 12:15 p.m.
Lunch
12:15 - 1:45 p.m.
Title TBA
Moderator: Bruce Ely, Bradley Arant
Panel: Mary Martin Mitchell, Craig Banks, Cameran Clark
1:45 - 2:45 p.m.
Navigating the Skies: Mastering Aircraft Tax Strategies for High-Flying Clients
Jay Maples & Reed King
2:45 - 3:00 p.m.
Break
3:00 - 4:00 p.m.
A Fed Perspective on Economic Conditions and Outlook
Anoop Mishra, Federal Reserve Bank of America
3:00 - 4:00 p.m.
SALT Litigation from Coast to Coast. What Do I Need to Know to Best Represent my Clients?
Jordan Goodman
Agenda
7:30 - 8:30 a.m.
Breakfast
8:30 - 9:30 a.m.
An Evolutionary Look at S Corporations
Lisa McKinney, Culverhouse School of Accountancy
9:30 - 10:30 a.m.
US Reporting and Taxation of Foreign Business Entities
Alex McGowin, McGowin Tax Consulting
10:40 - 12:00 p.m.
Audit in the Dark: Navigating BBA Partnership Audits for Individuals
Sidney Jackson and Gregory Rhodes