2019 AIFT Program Schedule


Wednesday, June 19, 2019 

7:30 a.m. Registration and Continental Breakfast
MORNING SESSION Henry H. Hutchinson, Co-Chair, Presiding Trustee
8:30 a.m.

"Annual Exclusion Gifts and Other Gifting Strategies in Light of the 2017 Tax Act"

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

9:30 a.m.

"The Year in Review- An Estate Planner's Perspective of Recent Tax Developments"

Howard Zaritsky; Rapidan, VA


10:30 a.m.


Coffee Break

10:45 a.m.

"Decanting: A Balancing Act"

Cynthia G. Lamar-Hart; Maynard Cooper Gayle; Birmingham, AL

11:45 a.m. Lunch on your own
AFTERNOON SESSION Blake A. Madison, Presiding Trustee
1:00 p.m.

"Inherited IRAs: From One Generation to the Next, What Could Possibly Go Wrong?"

Nancy H. Welber; Ferguson Widmeyer, PC; Farmington Hills, MI

2:00 p.m.

"Cyber Estate Planning and Administration"

Sasha Klein; Proskauer; Boca Raton, FL

3:00 p.m. Coffee Break
3:15 p.m.

"My Dog Ate My Password: Planning for and Administering Digital Property"  

Kelly S. Henry; Wyatt Tarrant & Combs; Louisville, KY 

4:15 p.m.

"Intersection of Divorce Law & Estate Planning"

Sharon L. Klein; Wilmington Trust; New York

5:15 p.m. Recess

Thursday, June 20, 2019 

7:30 a.m. Continental Breakfast
MORNING SESSION Gerard J. Kassouf; Presiding Trustee
8:30 a.m.

"Recent Developments in Income Taxation"

David N. DeJong; Steing, Sperling, Bennett, DeJong, Driscoll, PC; Rockville, MD

9:30 a.m.

"Independent Contractor vs. Employee"

Arthur Auerbach; Atlanta, GA

10:30 a.m. Coffee Break
10:45 a.m.

"New Section 199A...Where Are We Now?"

Ronald Levitt; Sirote & Permutt, PC; Birmingham, AL

Stephen R. Looney; Dean Mead Attorneys at Law; Orlando, FL

12:00 p.m. Luncheon Provided by AIFT, by RSVP only at the time of registration.
AFTERNOON SESSION James C. Ellis, Presiding Trustee
1:00 p.m.

"Continuing Impact on Tax Reform on Partnership and Real Estate Taxation"

James B. Sowell; KPMG LLP; Washington, DC

2:00 p.m.

"Choice of Entity"

Robert R. Keatinge; Holland and Hart; Denver, CO

3:00 p.m.

Coffee Break

3:15 p.m.

"Opportunity Zone: Subchapter Z"

Dan Kowalski; U.S. Department of the Treasury; Washington, D.C.

4:15 p.m.

"Recent Alabama Tax Developments and Prognostications for the Near Future"

Bruce P. Ely; Bradley Arant Coult Cummings, LLP; Birmingham, AL

Joe W. Garrett, Jr.; Alabama Department of Revenue; Montgomery, AL

Curtis E. Stewart; Alabama Department of Revenue; Montgomery, AL

5:15 p.m.


Friday, June 21, 2019

7:30 a.m. Continental Breakfast
MORNING SESSION R. Eugene Clenney, Presiding Trustee
8:30 a.m.

"New Partnership Audit Rules"

Donald B. Susswein; RSM US; Washington, DC

9:30 a.m.

"Planning with Retirement Assets"

Clary Redd; Stinson Leonard Street LLP; St. Louis, MO

10:30 a.m. Coffee Break
10:45 a.m.

"No Good Deed Goes Unpunished: The IRS War on Conservation Easements"

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

12:00 p.m. Adjourned


Learn More


For more information, contact Keslie Fendley, Program Coordinator, at kcfendley@ccs.ua.edu or 205-348-2325.