2021 Federal Tax Clinic | Agenda

2022 Agenda Coming Soon! 

Day 1

Wednesday, November 10th  Topic
7:00-8:00 am Registration & Breakfast
8:00-8:15 am Welcome

Johnny Lyle, President

8:15-9:45 am Federal Income Tax Update

Dr. Schnee

Presider: Cathy Mozingo

9:45-10:00 am Break & Exhibits
10:00-11:30 am 2021 Federal and Alabama Legislation Development

Karen Miller

Presider: Jeannine Birmingham

11:30-12:45 pm Awards Luncheon

Hotel Capstone Ballroom

Sponsored by Hotel Capstone Catering

12:45-2:15 pm Capital Gains: Where We’ve Been, Where We Are and Where We Are Going

Lisa McKinney

Presider: Scott Browning

2:15-2:30 pm Break & Exhibits
2:30-3:30 pm Corporate Tax Act/ International Tax

Hale Sheppard

Presider: Emilee Scheeff

3:30-5:10 pm Ethics for CPAs and Attorneys

David Aughtry

Presider: Steve Pearson

Day 2

Thursday, November 11th Topic
7:00-8:00 am Breakfast (Sponsor & Exhibitor Presentations)
8:00-9:30 am State Tax Developments (Prognostications)

Bruce Ely

Presider: Will Thistle

9:30-10:30 am Hit the Trifecta: Combining Income Tax, Estate Tax and Business Succession Planning in the Same Plan

Howard Neiwender

Presider: Tony Willoughby

10:30-10:45 am Break & Exhibits
10:45-12:15 pm Qualified Dispositions in Trust Act

Vincent J. Schilleci

Presider: Tony Willoughby

12:15-12:45 pm Box Lunch

Sponsored by Jason’s Deli

12:45-2:15 pm Issues in Drafting Partnership Agreements and Allocating Income

James Sowell

Presider: Johnny Lyle

2:15-2:30 pm Break & Exhibits
2:30-4:00 pm New IRS Attacks on Trade or Business Status of Closely Held Business: Truth or Consequences

Ronald Levitt and Jay Maples

Presider: Don Johnson

4:00 pm Closing