skip to main content

AIFT Program Schedule

   

Wednesday, June 21, 2017 

7:30 a.m.

Registration and Continental Breakfast

MORNING SESSION

Henry H. Hutchinson, Co-Chair, Presiding Trustee

8:30 a.m.

"Estate and Gift Tax Developments"

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

10:00 a.m.

Coffee Break

10:15 a.m.

"New Estate Planning Strategies For a Seven Generation World"

Patricia M. Annino; Prince Lobel Tye LLP; Boston, MA 

11:45 a.m.

Lunch - On Your Own

AFTERNOON SESSION

William J. Bryant, Presiding Trustee

1:00 p.m.

"You've Ignored Me Long Enough - The Income Taxation of Trusts and Estates"

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

2:15 p.m.

Coffee Break

2:30 p.m.

"Modern Use of Partnerships in Estate Planning"

Paul S. Lee; The Northern Trust Company; New York, NY

4:00 p.m.

Coffee Break

4:15 p.m.

"Ethical Issues Arising in Concurrent Representation of Spouses and Other Family Members"

Charles A. Redd; Stinson Leonard Street LLP; St. Louis, MO

5:15 p.m.

Questions and Answers

5:30 p.m.

Recess

Thursday, June 22, 2017 

7:30 a.m.

Continental Breakfast

MORNING SESSION

Mark E. Hieronymus; Presiding Trustee

8:30 a.m.

"Panel Discussion of Recent Developments in Alabama Taxes - Legislative, Judicial and Administrative"

Bruce P. Ely; Bradley Arant Boult Cummings LLP; Birmingham, AL
Joe W. Garrett, Jr.; Alabama Department of Revenue; Montgomery, AL
Curtis E. Stewart; Alabama Department of Revenue; Montgomery, AL

10:00 a.m.

Coffee Break

10:15 a.m.

"Risk of Loss and the New Partnership Debt Allocation Rules"

James B. Sowell, KPMG LLP; Washington, DC 

11:45 a.m.

Luncheon is provided by AIFT. You must RSVP when you register to attend.

AFTERNOON SESSION

Blake A. Madison, Presiding Trustee

1:00 p.m.

"Target Allocations: What the Accountants Need to Consider"

Brian Knudson; Ernst & Young LLP; Minneapolis, MN

2:30 p.m.

Coffee Break

2:45 p.m.

"Jurisdiction to Tax: Emerging Developments in State Tax Nexus"

Kelly W. Smith; Pricewaterhouse Coopers LLP; Atlanta, GA
Barbara G. Coulter; Pricewaterhouse Coopers LLP, Atlanta, GA

3:45 p.m.

Coffee Break

4:00 p.m.

"Recent Federal Income Tax Developments"

Dr. Edward J. Schnee; The University of Alabama, Culverhouse School of Accountancy; Tuscaloosa, AL

5:15 p.m.

Questions and Answers

5:30 p.m.

Recess

Friday, June 23, 2017 

7:30 a.m.

Continental Breakfast

MORNING SESSION

Bruce P. Ely, Presiding Trustee

8:30 a.m.

"Effective Approaches for Planning with Tax Accounting Methods"

Christopher C. Adler; RSM US LLP; Baltimore, MD 

9:30 a.m.

"Understanding and Planning For The New Federal Partnership Audit Rules"

Jerald David August; Kostelanetz & Fink LLP; New York, NY

10:30 a.m.

Coffee Break

10:45 a.m.

"Dramatic Changes and Lessons Learned in Protecting Clients from Audit through Appeals to Litigation"

David D. Aughtry; Chamberlain Hrdlicka; Atlanta, GA

11:45 a.m. Questions and Answers
12:00 p.m. Adjourned