Agenda
NOV 15
Continuing Ed Approvals
7 - 8 a.m.
Registration & Breakfast
8 a.m.
Welcome
8:15 - 9:45 a.m.
Federal Tax Update
Karen R. Miller, Culverhouse School of Accountancy
10 - 11 a.m.
Understanding the Corporate Transparency Act (the "CTA")
Ronald Levitt, Dentons Sirote
11 a.m. - Noon
Hot Topics in Multi-State Taxation Including PTE Issues
Jordan Goodman, HMB Legal Counsel
Noon - 1 p.m.
Scholarship Awards Luncheon
1 - 2:30 p.m.
Partnership Debt Workouts
Jim B. Sowell, KPMG
2:45 - 3:45 p.m.
Tax Issues During Troubled Times
Lisa McKinney, Culverhouse School of Accountancy
3:45 - 5:05 p.m.
Recent Alabama Tax Developments - Legislative, Judicial and Administrative - and Unofficial Prognostications for Next Year
Craig Banks, Alabama Department of Revenue
Bruce Ely, Bradley Arant
Mary Martin Mitchell, Alabama Department of Revenue
Agenda
NOV 15
Continuing Ed Approvals
7 - 8 a.m.
Registration & Breakfast
8 - 9:30 a.m.
Recent Developments in Estate and Gift Taxes
Farhan N. Zarou, McGuireWoods LLP
9:30 - 10:20 a.m.
Gifts and Bequests to Spouses: Planning for Lifetime Gifts and Marital Deduction Considerations at the First Death
Cynthia G. Lamar-Hart & Jennifer Justice McEwen, Maynard Nexsen PC
10:35 - 12:05 p.m.
The Conservation Easement Controversy: IRS Attacks, Recent Taxpayer Victories, and Evolving Issues
Hale E. Sheppard, Chamberlain Hrdlicka Attorneys at Law
12:45 - 2:15 p.m.
Estate & Succession Planning Considerations for Business Owners
Howard Neiswender, Dentons Sirote
2:30 - 4 p.m.
Post Mortem Tax Planning
Jere Doyle, BNY Melon
Agenda
7:30 - 8:30 a.m.
Breakfast
8:30 - 9:20 a.m.
NIL in College Sports and Tax Consequences Thereof
Moderator: Karen R. Miller, Culverhouse School of Accountancy
9:20 - 10:10 a.m.
A Fed Perspective on Inflation, Interest Rates, and Economic Outlook
Anoop K. Mishra, Federal Reserve Bank of Atlanta
10:25 - 11:15 a.m.
Biltmore and Better Planning for Every Family Business
David Aughtry, Chamberlain Hrdlicka Attorneys at Law