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AIFT Program Schedule

   

Wednesday, June 27, 2018 

7:30 a.m.

Registration and Continental Breakfast

MORNING SESSION

Henry H. Hutchinson, Co-Chair, Presiding Trustee

8:30 a.m.

"Planning with Retirement Benefits"

Charles D. Fox, IV; McGuireWoods LLP; Charlottesville, VA

9:30 a.m.

Coffee Break

9:45 a.m.

"Charitable Traps and Opportunities in Tax and Estate Planning"

John J. Scroggin; Scroggin & Company; Roswell, GA

10:45 a.m.

Coffee Break

11:00 a.m.

"Tax Consequences of Trust and Estate Settlements"

A. Stephen McDaniel; Williams McDaniel, PLLC; Memphis, TN

12:00 p.m.

Lunch on your own

AFTERNOON SESSION

Paul W. Frederick, Presiding Trustee

1:00 p.m.

"Post-mortem Estate Planning Elections"

Jeremiah W. Doyle, IV; BNY Wealth Management; Boston, MA

2:00 p.m.

Coffee Break

2:15 p.m.

"All The Fun We Are Having Now: Reflections on Current Planning Opportunities and Recent Developments with a Special Emphasis on Generating New Basis"

Charles A. Redd; Stinson Leonard Street LLP; St. Louis, MO
Turney P. Berry; Wyatt Tarrant & Combs LLP; Louisville, KY

3:30 p.m.

Coffee Break

3:45 p.m.

"All The Fun We Are Having Now: Reflections on Current Planning Opportunities and Recent Developments with a Special Emphasis on Generating New Basis" (CONTINUED) 

Charles A. Redd; Stinson Leonard Street LLP; St. Louis, MO
Turney P. Berry; Wyatt Tarrant & Combs LLP; Louisville, KY 

4:45 p.m.

Questions and Answers

5:15 p.m.

Recess

Thursday, June 28, 2018 

7:30 a.m.

Continental Breakfast

MORNING SESSION

Mark E. Hieronymus; Presiding Trustee

8:30 a.m.

"Recent Income Tax Developments"

Cassady V. Brewer; Georgia State University College of Law; Atlanta, GA

9:30 a.m.

Coffee Break

9:45 a.m.

"Timber Tax"

Henry I. Barclay, III; Lehmann, Ullman, and Barclay LLP; Birmingham, AL

10:45 a.m.

Coffee Break

11:00 a.m.

"International Tax Primer"

Hale E. Sheppard; Chamberlain, Hrdlicka, White, Williams & Aughtry; Atlanta, GA

12:00 p.m.

Luncheon provided by AIFT - By RSVP only at the time of registration

AFTERNOON SESSION

Blake A. Madison, Presiding Trustee

1:00 p.m.

"Tax Reform and Pass-Through Entities"

James B. Sowell; KPMG LLP; Washington, DC

2:30 p.m.

Coffee Break

2:45 p.m.

"Current Developments in Partnerships and Real Estate, including Like-kind Exchanges"

Sara E. Ralph; Skadden, Arps, Slate, Meagher & Flom LLP; Chicago, IL

3:45 p.m.

Coffee Break

4:00 p.m.

"Alabama Tax Developments"

James E. Long, Jr.; Bradley Arant Boult Cummings LLP; Birmingham, AL
Joe W. Garrett, Jr. and Curtis E. Stewart; Alabama Department of Revenue; Montgomery, AL

5:15 p.m.

Questions and Answers

5:30 p.m.

Recess

Friday, June 29, 2018 

7:30 a.m.

Continental Breakfast

MORNING SESSION

R. Eugene Clenney, Presiding Trustee

8:30 a.m.

"Tax Reform Reality: Tax Planning Under the New Law"

Suzanne L. Shier; Northern Trust; Chicago, IL 

9:30 a.m.

"Identifying and Addressing Conflicts of Interest and Ethical Issues in Today’s Tax Practices"

Caroline D. Ciraolo; Kostelanetz & Fink LLP; Washington, DC

10:30 a.m.

Coffee Break

10:45 a.m.

"Top Ten Tax Traps and How to Deal With Them"

David D. Aughtry; Chamberlain, Hrdlicka, White, Williams & Aughtry; Atlanta, GA

12:00 p.m.

Adjourned