American Institute on Federal Taxation

The information below reflects the 2022 conference.

Day 1
7:00 a.m. Trustee Breakfast: Invitation Only
7:30 a.m.- 8:30 a.m. Registration and Continental Breakfast
Morning Session Blake A. Madison, Board President, Presiding Trustee
8:30 a.m.- 9:30 a.m. “Scouting Report: Recent Developments in Federal Estate and Gift Taxation”

William I. Sanderson; McGuireWoods LLP

9:30 a.m.- 10:30 a.m. “S Corporation Basics for Estate Planners”

Karen Sandler Steinert; Fredrikson & Byron, P.A.

10:30 a.m.- 10:45 a.m. Refreshments Break
10:45 a.m.- 11:45 a.m. “The Intersection of Divorce and Trusts & Estates: Top Tax/Planning Tips and Traps””

Sharon L. Klein; Family Wealth, Eastern U.S. Region, Wilmington Trust, N.A.

11:45 a.m. Lunch Break
Afternoon Session Ashley Jones, Presiding Trustee
1:00 p.m.- 2:00 p.m. “Designing and Implementing Post Mortem Tax”

Charles A. Redd; Stinson Leonard Street LLP and Turney P. Berry; Wyatt Tarrant & Combs LLP

2:00 p.m.- 2:15 p.m. Refreshments Break
2:15 p.m.- 2:45 p.m. Preceding Session Continued
2:45 p.m.- 3:00 p.m. Refreshments Break
3:00 p.m.- 4:00 p.m. “The Taxation of Virtual Currency”

Mario E. Sabates; RSM US LLP

4:00 p.m.- 5:00 p.m. “Special Needs Planning”

Katherine N. Barr; Dentons Sirote PC

5:00 p.m. Recess 
Day 2
7:30 a.m.- 8:30 a.m. Continental Breakfast
Morning Session Myra S. Roberts, Board Co-Chair, Presiding Trustee
8:30 a.m.- 9:30 a.m. “Income Tax Update”

David S. DeJong; Stein Sperling Bennett De Jong Driscoll PC

9:30 a.m.- 9:45 a.m. Refreshments Break
 9:45 a.m.- 10:45 a.m. “Transactions Involving S Corporations: Relevant Rules, the Impact of Tax Reform and COVID Relief, and Potential Changes on the Horizon”

Aaron P. Nocjar; Steptoe & Johnson LLP, Washington DC

10:45 a.m.- 11:00 a.m. Refreshments Break
11:00 a.m.- 12:00 p.m. “Hot Topics in Partnership and Real Estate Taxation”

James B. Sowell; KPMG LLP

12:00 p.m. Luncheon Provided by AIFT; By RSVP Only at Time of Registration
Afternoon Session Martin D. Williams, Presiding Trustee
1:00 p.m.- 2:00 p.m. “Ethics for Folks Lucky Enough to do Tax”

James D. Martin; Martin & Co., CPA, PC

2:00 p.m.- 2:15 p.m. Refreshments Break
2:15 p.m.- 3:00 p.m. Preceding Session Continued
3:00 p.m. – 3:15 p.m. Refreshments Break
3:15 p.m.- 5:00 p.m. “Recent Alabama Tax Developments and Unofficial Prognostications for the Near Future”

Bruce P. Ely; Bradley Arant Boult Cummings LLP

Curtis Stewart; Deputy Commissioner, Alabama Department of Revenue

Craig Banks; Chief Counsel, Alabama Department of Revenue

5:00 p.m. Recess
Day 3
7:30 a.m.- 8:30 a.m. Continental Breakfast
Morning Session R. Eugene Clenney, Jr., Presiding Trustee
8:30 a.m.- 10:00 a.m. “An Update on Economic Outlook from the Fed”

Anoop K. Mishra; Federal Reserve Bank of Atlanta

10:00 a.m.- 10:15 a.m. Refreshments Break
 10:15 a.m.- 11:45 a.m. “Assault Upon the Constitution: Administrative Repeal of Conservation and Captive Insurance Inducement Statutes”

David D. Aughtry; Chamberlain Hrdlicka Attorneys at Law

11:45 a.m. Adjourn