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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.

Estate and Gift Tax Developments
Bill Sanderson, McGuireWoods LLP

10 - 11 a.m.

Living Trust vs. Will

Regions Representative

11 a.m. - Noon

Grantor Trust

Jonathan Blactmachr, Pioneer LLC

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.

Partnership Tax

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.

ALDOR Panel with Bruce Ely

Craig Banks, Alabama Department of Revenue

Bruce Ely, Bradley Arant
Mary Martin Mitchell, Alabama Department of Revenue

12:45 - 2:15 p.m.

SALT Topic: Workforce Mobility; Managing Data and Reporting
Meredith Harper, Deloitte & Brooke Nelson, Dentons Sirote

2:30 - 4 p.m.

Ethics

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.

Tax
Lisa McKinney, Culverhouse School of Accountancy

9:30 - 10:20 a.m.

Tax Gotchas in LLC and Partnership Agreements: Business Provisions Masquerading as Tax Provisions
Johnny Lyle, Lyle Johnson LLC

10:30 - 11:20 a.m.

TBD

David Aughtry, Chamberlain Hrdlicka Attorneys at Law
 

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