University of Florida Tax Institute UF
University of Florida Tax Institute April 22-24, 2015
Tampa, Florida
Grand Hyatt Tampa Bay
 
    Levin College of Law 1st Annual Tax Institute    
  UF UF UF  

 
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Conference Agenda

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Confirmed Speakers and Draft Topics

Wednesday, April 22, 2015

7:00 - 8:15am Breakfast
8:15 - 8:30am Welcome and Opening Remarks
8:30 - 10:30am Prof. Martin J. McMahon
University of Florida Levin College of Law
Prof. Bruce A. McGovern
South Texas College of Law
Recent Developments in Federal Income Taxation
10:30 - 10:45am Break with Exhibitors
10:45 - 11:45am Eric Solomon
Ernst & Young
Prof. Charlene Luke
University of Florida Levin College of Law
Protecting the Spirit of the Law: Judicial Doctrines and Their Effect on Tax Planning
12:00 - 1:15pm Luncheon Speaker: William J. Wilkins
IRS Chief Counsel
Current Issues in Tax Administration
1:30 - 2:30pm Abraham N.M. (Hap) Shashy
King & Spalding LLP
Prof. Michael K. Friel
University of Florida Levin College of Law
Debt vs. Equity
2:30 - 3:00pm Break with Exhibitors
3:00 - 4:00pm Stewart L. Kasner
Baker & McKenzie
Residency, Domicile and Foreign Trust Considerations for Inbound Nonresident Aliens
4:00 - 5:00pm Peter J. Genz
King & Spaulding
Dealer vs. Investor
5:00 - 7:00pm Welcome Reception
Open to All Conference Attendees

  
Thursday, April 23, 2015

7:00 - 8:15am Breakfast with Exhibitors
8:15 - 8:30am Opening Remarks
8:30 - 9:30am James B. Sowell
KPMG LLP - Washington, D.C.
Prof. Karen Burke
University of Florida Levin College of Law
Taxing Bets on the Future: Partnership Options and Carried Interests
9:30 - 10:30am Ronald A. Levitt
Sirote & Permutt, PC
Defending Conservation Easements in an Adverse IRS Environment
10:30 - 10:45am Break with Exhibitors
10:45 - 11:45am David D. Aughtry
Chamberlin Hrdlicka
Defending Against IRS Penalty Assertions
12:00 - 1:15pm Luncheon Speaker: David D. Gustafson
United States Tax Court Judge
A View from the Tax Court Bench
1:30 - 2:30pm Sheldon M. Kay
Sutherland, Asbill & Brennan
Samuel C. Ullman
Bilzin Sumberg
Adjunct Professor, University of Florida Levin College of Law
Effective Taxpayer Representation in Audits
2:30 - 3:00pm Break with Exhibitors
3:00 - 4:00pm William B. Sherman
Holland & Knight
Foreign Investments in U.S. Real Property
4:00 - 5:00pm Larry A. Campagna
Chamberlin Hrdlicka
It Still Takes a Village: Balancing Professionalism, Privileges and Advocacy in Tax Controversies
5:00 - 7:00pm Univeristy of Florida Foundation Reception
Co-sponsored by Florida Bar Tax Section
Open to All Conference Attendees

  
Friday, April 24, 2015

7:00 - 8:00am Breakfast with Exhibitors
8:00 - 8:15am Opening Remarks
8:15 - 9:15am Steve R. Akers
Bessemer Trust
Post Mortem Income and Transfer Tax Planning
9:15 - 10:15am Paul S. Lee
Bernstein Global Wealth Management
The Modern Uses of Partnerships in Estate Planning
10:30 - 10:45am Break with Exhibitors
10:45 - 11:45am Jonathan G. Blattmachr
Pioneer Wealth Partners
Examining & Restructuring Pre-ATRA Estate Planning Strategies
11:45am - 12:45pm Lauren Y. Detzel
Dean Mead
Adjunct Professor, University of Florida Levin College of Law
John J. Scroggin
Scroggin & Company, P.C.
A Potpourri of Tax Planning Ideas and Strategies
12:45 - 1:15pm Luncheon with Exhibitors
1:15 - 2:15pm Louis Nostro
Nostro Jones, PA
Donald R. Tescher
Prof. Grayson McCouch
University of Florida Levin College of Law
Innovative Charitable Gift Planning Strategies
2:15 - 3:45pm Prof. Sam A. Donaldson
Georgia State University College of Law
Recent Developments Affecting Estate Planning
3:45pm Closing Remarks
   
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