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. * represents required field
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
Please check the required fields.