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
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
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