AIFT Program Schedule

   

Wednesday, June 22, 2016 

7:30 a.m.

Registration and Continental Breakfast

MORNING SESSION

Henry H. Hutchinson, Co-Chair, Presiding Trustee

8:30 a.m.

"Top Ten Fiduciary Income Tax Issues"

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

10:00 a.m.

Coffee Break

10:15 a.m.

"Federal Tax Update for CPA-Estate Planners"

Robert S. Keebler; Keebler and Associates, LLP; Green Bay, WI

11:45 a.m.

Lunch - On Your Own

AFTERNOON SESSION

Mark E. Hieronymous, Presiding Trustee

1:00 p.m.

"Looking Back at the Evolution of the Estate and Gift Tax Regime and Looking Forward to the Future of the Estate Planning Practice"

Charles "Clary" Redd; Stinson Leonard Street; St. Louis, MO

2:30 p.m.

Coffee Break

2:45 p.m.

"Planning for Clients Under $10 Million Net Worth, Including Portability Considerations"

Diana S.C. Zeydel; Greenberg Traurig; Miami, FL

4:00 p.m.

Coffee Break

4:15 p.m.

"Non-Tax Considerations in Family Business Succession Planning"

Edward F. Koren; Holland and Knight; Tampa, FL

5:15 p.m.

Questions and Answers

5:30 p.m.

Recess

Thursday, June 23, 2016 

7:30 a.m.

Continental Breakfast

MORNING SESSION

Janet A. Moore, Co-Chair, Presiding Trustee

8:30 a.m.

"Federal Income Tax Developments"

Bruce A. McGovern; South Texas College of Law; Houston, TX

10:00 a.m.

Coffee Break

10:15 a.m.

"Taxable Asset Acquisitions"

Bryan P. Collins; Washington National Tax, Deloitte Tax LLP; Washington, DC

11:45 a.m.

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

AFTERNOON SESSION

Bruce P. Ely, Presiding Trustee

1:00 p.m.

"Employee or Independent Contractor? Tax Law, Labor Law, Health Care, and State Law Take Turns at Making and Old Issue More Complex Than Ever"

Larry A. Campagna; Chamberlain Hrdlicka; Houston, TX; and Chaya Kundra; Kundra and Associates, P.C.; Rockville, MD

2:30 p.m.

Coffee Break

2:45 p.m.

"Navigating the Partner/Employee Dichotomy"

James B. "Jim" Sowell; KPMG LLP; Washington, DC

4:00 p.m.

Coffee Break

4:15 p.m.

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

Bruce P. Ely (Moderator), 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 24, 2016 

7:30 a.m.

Continental Breakfast

MORNING SESSION

James L. "Jim" Richardson, Presiding Trustee

8:30 a.m.

"Dealing with Atypical Assets in IRAs and Qualified Plans"

Pamela D. Perdue; Summers Compton and Wells, LLC; St. Louis, MO

9:30 a.m.

"I Can't Believe I Missed That Deadline"

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

10:30 a.m.

Coffee Break

10:45 a.m.

"From Audit Through Appeals to Litigation: What You Need to Know Now"

David D. Aughtry; Chamberlain Hrdlicka; Atlanta, GA

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