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2017 Federal Tax Clinic Tentative Program Schedule

Thursday, November 16  
7 - 8:15 a.m. Registration and Hot Breakfast
8:15 - 8:30 a.m. Welcome
Lyvonnia Poppell, CPA
Clinic President
8:30 - 10 a.m. Federal Income Tax Update
Edward J. Schnee, PhD, CPA, Director
Master of Tax Accounting, The University of Alabama
Presider: Lyvonnia Poppell
10 - 10:15 a.m. Break and Exhibits
10:15 a.m. - 11:45 p.m. Partnerships
Jim B. Sowell, Esq. 
KPMG, LLC
Presider: Lyvonnia Poppell
11:45 - 12:45 p.m. Awards Luncheon - Hotel Capstone Ballroom
1 - 2:30 p.m Estate Planning
Jonathan Blattmachr, Esq.
Pioneer Wealth Partners
Presider: Tony Willboughby
2:30 - 2:45 p.m. Break & Exhibits
2:45 - 3:45 p.m Recognizing and Representing Clients Whose Capacity is Diminishing
Mary F. Radford, J.D.
Georgia State University School of Law
Presider: Thomas Mahoney
3:45 - 5:15 p.m. Appy Hour
Jessica Roberts
Alabama Society of CPA’s
Josh Bowen, CPA, CGMA, CAMS
Carr, Riggs, and Ingram
Laura A. Calloway
Alabama State Bar
Presider: Meegan Colclough
5:30 p.m. Reception
6 p.m. BBQ Dinner - Bryant Conference Center Patio
Friday, November 17  
7 - 7:45 a.m. Ignite Breakfast
Exhibitor Presentations
8 - 9:30 a.m. Recent Developments in Alabama State and Local Taxes - Judicial, Legislative and Administrative - and
Prognostications for a Special Session and the 2018 Regular Session
Bruce Ely, Esq.
Bradley Arant Boult Cummings, LLP
Presider: Steven Smith
9:30 - 10:30 a.m. Dealing with Atypical Assets in IRAS and Qualified Plans
Pam Perdue, Esq
Summers, Compton, Wells
Presider: Meegan Colclough
10:30 - 10:45 a.m. Break & Exhibits
10:45 - 12:15 p.m. Choice of Entity Revisited
Ronald Levitt, Esq.
Sirote & Permutt, PC
Stephen Looney
Dean Mead, LLP
Presider: Donald Johnson
12:15 - 12:45 p.m. Pick up Box Lunch
Door Prizes
12:45 - 2:15 p.m. Should the US Tax System be Overhauled?
Lisa McKinney, CPA
The University of Alabama           
Presider: John Shields
2:30 - 4 p.m. Top Ten Tax Traps and How to Deal with Them
David Aughtry, Esq.         
Chamberlain, Hrdlicka, White, Williams & Aughtry
Presider: Scott Browning