2018 Federal Tax Clinic | Agenda

Print PDF of Conference Agenda

Day 1

Wednesday, November 14th  Topic

7:00-8:15 am

Registration & Hot Breakfast

8:15-8:30 am

Tony Willoughby. Esq., Board President
Dominick Feld Hyde, PC

8:30-10:00 am

Federal Income Tax Update
Edward J. Schnee, PhD, CPA, Director
Master of Tax Accounting, The University of Alabama
Presider: Tony Willoughby

10:00-10:15 am

Break & Exhibits

10:15-11:45 am

Section 199A and its Impact on choice Entity
Ronald Levitt, Esq.
Sirote, PC
Stephen Looney, Esq., CPA
Dean Mead, LLP
Presider: Donald Johnson

11:45-12:45 pm

Awards Luncheon - Hotel Capstone Ballroom

1:00-2:30 pm

Family Succession Planning
David Aughtry, Esq.
Chamberlain, Hrdlicka, White, Williams & Aughtry
Presider: Marty Brown

2:30-2:45 pm

Break & Exhibits

2:45-3:45 pm

Ethical challenges in Dealing with Elder Financial Abuse
Mary F. Radford, J.D.
Georgia State University School of Law
Presider: Tony Willoughby

3:45-5:15 pm

Tax Reform and Pass Through Entities
James B. Sowell, Esq.
Presider:  Heather Mynatt

5:15 pm    

Reception at the Paul "Bear" Bryant Museum
Sponsored by the Alabama Society of CPAs Educational Foundation


Day 2

Thursday, November 15th  Topic 

7:00-8:00 am

Sponsor & Exhibitor Presentation

8:00-9:30 am

Alabama Tax Developments and Unofficial Prognostications:
Legislative, Judicial, and Administrative
Bruce Ely, Esq.
Bradley Arant Boult Cummings, LLP
Presider: Will Thistle

9:30-10:30 am

Update on Qualified Retirement Plans and IRAs
Pam Perdue, Esq
Pamela Perdue, Attorney at Law
Presider: Roger Boatner

10:30-10:45 am

Break & Exhibits

10:45-12:15 pm

Rethinking Estate Planning Strategies in 2018:
A Fresh Look at What We Should Be Doing and What We Shouldn't
Louis S. Harrison, Esq.
Harrison & Held, LLP
Presider:  Tony Willoughby

12:15-12:30 pm

Pick up Box Lunch

12:30-12:45 pm

SKOS in Alabama
Lesley Searcy, Director
Alabama Opportunity Scholarship Fund

12:45-2:15 pm

Subchapter K: Do Your Really Get It?
Lisa McKinney, CPA
Culverhouse School of Business, The University of Alabama
Presider: Jeannine Birmingham

2:15-2:30 pm

Break & Exhibits

2:30-4:00 pm

An IRS Perspective
Kelly H. Myers, MBA
Myers Consulting Group LLC
Presider: Steven Smith

4:00 pm