Agenda
NOV 12
Continuing Ed Approvals
7 - 8 a.m.
Registration & Breakfast
8 - 9:15 a.m.
Welcome & Current Events in Partnership and Real Estate Taxation
Jim Sowell, KPMG LLP
9:15 - 9:30 a.m.
Break
9:30 - 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.
IRS Audits by the Global High Wealth Groups, including family offices, airplanes, estate and gift, and other attacks
David Aughtry & Former Commissioner Charles Rettig
2:00 - 2:10 p.m.
Break
2:10 - 3:10 p.m.
Advocacy and National Tax Update
Jan Lewis , BMSS
3:10 - 3:20 p.m.
Break
3:20 - 5:00 p.m.
Tax Practitioner Ethics and Responsibilities
Mike Brand, BMSS and Sydney Jackson , Dentons Sirote
Agenda
NOV 12
Continuing Ed Approvals
7 - 8 a.m.
Registration & Breakfast
8 - 9:00 a.m.
Place-Based Tax Incentives and OBBB (or, HTCs, OZs, and NMTCs, Oh My!)
Alex Flachsbart, Founder and CEO, Opportunity Alabama (OPAL)
9:00 - 10:00 a.m.
Control Isn’t Free: Understanding Section 2036 in Estate Planning
Thompson Turner, Jr., Duncan Spratt
10:00 - 10:15 a.m.
Break
10:15 - 11:15 a.m.
Drafting Charitable Gift Agreements
Alan F. Rothschild, Jr. Shareholder, Page, Scrantom, Sprouse, Tucker & Ford, P.C.
11:15 a.m. - 12:15 p.m.
Lunch
12:15 - 1:30 p.m.
Recent Alabama Tax Developments & A Survey of OBBBA's Major Effect on Alabama Business Taxes + Unofficial Predictions for Next Session
Moderator: Bruce Ely, Bradley Arant
Panel: Mary Martin Mitchell, Craig Banks, Cameran Clark
1:30 - 2:30 p.m.
Where the Rubber Meets the Road: Managing Litigation Pitfalls with Tax Plans
Jeff Luechtefeld, and John Nail - Bradley
2:30 - 2:40 p.m.
Break
2:40 - 4:10 p.m.
Valuation Challenges
Howard Neiswender, Michelle Levin - Dentons Sirote
Agenda
7:30 - 8:30 a.m.
Breakfast
8:30 - 9:30 a.m.
The Past, Present, and Future of Subchapter K: An Entertaining Rollercoaster Ride
Lisa McKinney, Culverhouse School of Accountancy
9:30 - 10:30 a.m.
A Fed Perspective on Economic Conditions and OutlookAnoop Mishra Federal Reserve Bank of Atlanta
10:30 - 10:40 p.m.
Break
10:40 - 12:00 p.m.
Qualified Small Business Stock
Steve Wyatt, Chamberlain Law