2016 Federal Tax Clinic Program Schedule

Thursday, November 17  

 7:00 - 8:30 a.m.

Registration and Hot Breakfast

8:30 - 8:45 a.m.

Welcome

8:45 - 10:15 a.m.

Federal Income Tax Update
Edward J. Schnee, Ph.D., CPA, Director
Master of Tax Accounting, The University of Alabama

10:15 - 10:30 a.m.

Break and Exhibits

10:30 a.m. - 12:00 p.m.

Sophisticated Transfer Planning Strategies for Business Owners
Diana Zeydel, Global Chair, Trust & Estates/ Wealth Management
Greenburg Traurig, PA

 12:00 - 1:00 p.m.

Awards Luncheon- Banquet Hotel Capstone Ballroom

1:30 - 2:30 p.m

The New Partnership Debt Allocation Rules
James B. Sowell, Principal Passthrough Group
KPMG, LLC

2:30 - 3:30 p.m.

Ethical Challenges Posed by Transfers Among Family Members
Mary F. Radford, J.D.
Georgia State University School of Law

 3:30 - 4:00 p.m

Refreshment Break and Exhibits

 4:00 - 5:00 p.m

The Affordable Care Act: What's Next for Obamacare?
Patti Perdue, CPA, CITP, Principal
Jackson Thornton & CO., PC                                                                                           

5:00 - 6:00 p.m.

Federal Legislative Update
Mark Peterson, Senior Vice President, Congressional & Political Affairs
American Institute of CPAs

6:30 p.m.

Networking Dinner- Dutch Treat
Option 1- Side by Side, 2410 University Boulevard (Embassy Suites)
Option 2 - Cypress Inn, 501 Rice Mine Road Northeast
Option 3- River, 1650 Jack Warner Parkway NE

 

 Friday, November 18           

7:00 - 7:45 a.m.

Hot Breakfast and Exhibits

7:45 - 9:15 a.m. 

Recent Alabama Tax Developments- Legislative, Judicial, Administrative and Prognostications
Bruce Ely, Partner
Bradley

9:15 – 10:15 a.m.

Identifying the Hidden Tentacles of Code 409A
Andrea Powers, Shareholder
Baker Donelson

10:15 - 10:30 a.m.

Break & Exhibitors

10:30 - 12:00 p.m.

Reasonable Compensation for C and S Corporations
Ronald Levit, J.D.
Sirote
Stephen Looney, Shareholder
Dean Mead Attorney at Law

12:00 - 12:45 p.m.

Lunch

12:45 - 1:45 p.m. 

Alabama Timber Industry and Timber Taxation
Marc Hamilton, CPA
CDG Engineers & Associates, Inc.

1:45 - 2:45 p.m.

Before the Ball Drops on 2016, Consider these Planning Ideas for your Clients
Tom Zoebelein, CPA, MBA, CGMA
Pearce, Bevill, Leesburg, Moore P.C. 

2:45 - 3:45 p.m.

Estate and Gift Tax Valuation Disputes Return with Vengeance
David Aughtry, J.D.
Chamberlain, Hrdlicka, White, Williams & Aughtry LLP

3:45 - 4:00 p.m.

Adjournment and Door Prizes