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Agenda

NOV 6

Continuing Ed Approvals

7 - 8 a.m.

Registration & Breakfast

8 a.m.

Welcome

8:15 - 9:45 a.m.

Planning for Estate Tax Developments and Trends in A Time of Uncertainty
Skip Fox, McGuireWoods LLP

10 - 11 a.m.

The Impact of Estate of Connelly v. United States

Maya Brill, Regions 

11 a.m. - Noon

Reclaiming the stretch for qualified plans and IRAs through a charitable remainder trust

Stephen Bigge, Keebler & Associates, LLP

Noon - 1 p.m.

Scholarship Awards Luncheon

1 - 2:30 p.m.

Federal Tax Legislation Update

Karen Miller, Culverhouse School of Accountancy

2:45 - 3:45 p.m.

Digital Assets: Impact on Estate and Trust Planning

Marc Hamilton, CDGE

3:45 - 5:05 p.m.

Estate Planning after 2025

Benetta Y. Park, Bessemer Trust 

Nov 16

Agenda

NOV 6

Continuing Ed Approvals

7 - 8 a.m.

Registration & Breakfast

8 - 9:30  a.m.

Service Partners and Employment Taxes: Is the Party Over?

Jim Sowell, KPMG

9:30 - 10:20 a.m.

Credit and Incentives - Federal, State and Local Level
David Humber, Maynard Nexsen

10:35 - 12:05 p.m.

Moderated Panel with ALDOR 

Craig Banks, Alabama Department of Revenue

Cameran Clark, Alabama Department of Revenue
Mary Martin Mitchell, Alabama Department of Revenue

moderated by Bruce Ely, Bradley Arant

12:45 - 2:05 p.m.

State Income Tax: Basics of State Income Tax Nexus and Apportionment
Meredith Harper, Deloitte & Brooke Nelson, RSM

2:20 - 4 p.m.

Tax Practitioner Ethics and Responsibilities

Mike Brand, BMSS & Ronald Levitt and Sidney Jackson, Dentons Sirote

Nov 17

Agenda

7:30 - 8:30 a.m.

Breakfast

8:30 - 9:30  a.m.

Retirement Plan Changes - and What the Future May Hold
Lisa McKinney, Culverhouse School of Accountancy

9:30 - 10:20 a.m.

Professional Obligations in an AI World
Roman Shaul, Alabama State Bar

10:30 - 11:20 a.m.

Democracy Undermined: Administrative Repeal of Inducement Statutes Enacted by Congress

David Aughtry, Chamberlain Hrdlicka Attorneys at Law
 

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