SFTI SPEAKER EVALUATION FORM

59th Annual Southern Federal Tax Institute


This form may be submitted only ONE time by each attendee.   Please complete after your final session.

Forms must be submitted by November 8, 2024.

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Bruce McGovern - Recent Federal Income Tax Developments

Cass Brewer - Recent Federal Income Tax Developments

Marc Gerson - Tax Legislative Outlook

Kristin Hickman - The Practical Tax Implications of the Supreme Court’s 2024 Administrative Law Decisions

David Foster - The Practical Tax Implications of the Supreme Court’s 2024 Administrative Law Decisions

Lucas Townsend - Moore v. United States and the Sixteenth Amendment

Hale Sheppard - International Tax Controversy: Notable Cases, Rulings and Developments

James Parks - International Tax Controversy: Notable Cases, Rulings and Developments

Julie Marion - Hot Topics in Partnership and Real Estate Taxation

Annette Rojas - Schedules K-2 and K-3: the Why, the What and the How

Joseph Medina - Schedules K-2 and K-3: the Why, the What and the How

David Kirk - Self-Employment Tax Issues of Limited Partners, “As Such”

Jon Finkelstein - This Way to the Exit: Partnership Disposition Considerations

Eric Solomon - The Economic Substance Doctrine: Evolution of the Doctrine and a Look at Its current Application

Michael Carew - Current Topics in Corporate Taxation

Joshua Holmes - From Cradle to Grave: The Lifecycle of an LBO

Aaron Nocjar - Navigating Uncertain S Corporation Status

Thomas Cryan, Jr. - Hot Topics in Employment Taxes and Fringe Benefits

Ilene Ferenczy - SECURE 2.0: What’s Happening and What’s on the Horizon for Retirement Plans?

Michael Resnick - An Overview and Analysis of the Latest Guidance Addressing the Treatment of R&D Costs under Section 174

Bryan Skarlatos - Update on IRS Enforcement Efforts for Partnerships and High-Net Worth Individuals

Matt Cooper - Update on IRS Enforcement Efforts for Partnerships and High-Net Worth Individuals

Ian Herbert - Oh BOI! Staying Compliant with Beneficial Ownership Information Reporting Under the Corporate Transparency Act

Caitlin Tharp - Ethics of Using Artificial Intelligence in Tax Practice

Charles Rettig - IRS Operations: Past Practices and the Path Ahead

Michael Desmond - IRS Operations: Past Practices and the Path Ahead

Tom Cullinan - IRS Operations: Past Practices and the Path Ahead

Stephen Akers - Recent Federal Wealth Transfer Tax Developments

Kathryn Baldwin Hecker - Here Comes the Sun(set): Getting Ready for the Avalanche of Complicated Gift Tax Returns

Brook Lester - Choice of Fiduciary: Governance Issues, Successors and Tax Impacts

Carl King - Choice of Fiduciary: Governance Issues, Successors and Tax Impacts

John Porter - Current Developments in Estate and Gift Tax Audits and Litigation

Kerri Mast - Trustee Conundrums: Practical Drafting Approaches from a Fiduciary’s Perspective

Brandon A.S. Ross - Trustee Conundrums: Practical Drafting Approaches from a Fiduciary’s Perspective

Miriam Wogan Henry - Is an LLC for Me? Formation and Operation of a Family Investment Company

Robert Kirkland - The SECURE Act and Other Recent Developments in Estate Planning with Retirement Assets

Kelly Hellmuth - Tax Strategies for Transferring Closely-Held Businesses to 501(c)(3)to 501(c)(4) Organizations

Charles Redd - To Whom and When Does an Estate Planner Owe Duties?

Melissa Willms - Estate Planning for Modest Estates: Practical Tools Every Estate Planner Should Know

Mickey Davis - Estate Planning for Modest Estates: Practical Tools Every Estate Planner Should Know

Justin Miller - Secrets of Successful Families: Creating a Lasting Legacy