Southern Federal Tax Institute Southern Federal Tax Institute 2107 North Decatur Road, PMB 521, Decatur, Georgia 30033
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Business Taxation
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What's New In The Income Tax World?
MONDAY MORNING, OCTOBER 23, 2017
Jeffery S. Drummonds,
Presiding

9:00-
10:30
Recent Federal Income Tax Developments – This session highlights significant court decisions, rulings, and statutory and regulatory federal income tax developments affecting taxpayers over the past twelve months.
Bruce A. McGovern, Professor of Law, South Texas College of Law, Houston, TX
Cassady V. (“Cass”) Brewer, Associate Professor of Law, Georgia State University College of Law, Atlanta, GA
10:30-
10:45
Break
10:45-
12:00
Recent Federal Income Tax Developments (con't)
12:15-
1:05
Mid-day Program: The Hottest Topics in Tax Controversy – From forced accounting method changes, through targeted captives and conservation partnerships, to offshore activities, we will focus on the best way for accountants and lawyers to protect their anchor clients against tax liabilities and, failing that, penalties.
Sponsored by Chamberlain, Hrdlicka, White, Williams & Aughtry and presented by Hale E. Sheppard, John W. Hackney and David D. Aughtry

MONDAY AFTERNOON, OCTOBER 23, 2017
Kenneth L. Thrasher, Presiding

1:15-
2:45
Legislative Update – Post Election Year – Significant pending and proposed legislative initiatives are addressed in this session, along with prospects for enactment.
John P. Gimigliano, KPMG LLP, Washington, DC
Rohit Kumar, PricewaterhouseCoopers LLP, Washington, DC
2:45-
4:00
State Residency Considerations for High Net Worth Individuals, Including Athletes, Entertainers and Corporate CEOs – State tax considerations are too often overlooked in connection with financial planning for high net worth individuals, including athletes, entertainers, and corporate CEOs. This panel reviews residency and income allocation issues, including audit disputes and appeals, and shares examples of common situations that come up in practice.
Mary T. Benton, Alston & Bird LLP, Atlanta, GA
Jeff Glickman, Habif, Arogeti & Wynne, LLP, Atlanta, GA
4:00-
4:15
Break
4:15-
5:30
Identity and Tax ID Theft – Fraudulent filings of federal and state tax returns are on the rise with ever increasing impact on both individuals and corporations. This session reviews what a practitioner should do when a client’s return has been fraudulently filed and what, if anything, can be done to reduce the chance of it happening again or to other clients.
Cari Weston, American Institute of CPAs, Washington, DC
Mark Kahler, Internal Revenue Service, Cleveland, OH
Bob Pivoris, Intuit, San Diego, CA
5:30-
7:00
Cocktail Party
 
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