University of Florida Tax Institute   Florida Tax Institute  
    March 29 - 31, 2017, Tampa, Florida — Tampa Marriott Waterside    
  UF UF UF  

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Conference Agenda

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Speakers and Draft Topics

Wednesday, March 29, 2017

  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
  Charles J. Lavelle
Bingham Greenebaum Doll LLP
Captive Insurance for Small Businesses
  Luncheon Speaker: Nina Olson
Taxpayer Advocate Services
Current Issues in Tax Administration
  Summer Ayers LePree
Bilzin Sumberg
Prof. Lawrence Lokken
University of Florida Levin College of Law
From Treasury with Love: The Use of Tax Treaties in Inbound Tax Planning
  Ronald A. Levitt
Sirote & Permutt, PC
Hot Topics in Subchapter S
  James B. Sowell
SECA or Employment Taxes for Partners: The World is Changing

Thursday, March 30, 2017

  Gregg Polsky
University of Georgia School of Law
Equity Based Compensation
  Robert Keatinge
Holland & Hart LLP
New Partnership
Representation and Rules on Partnership Audits and Deficiencies
  C. Wells Hall, III
Nelson Mullin
Tax Issues Arising in Connection with Dividends and Redemptions by Closely Held Corporations
  Luncheon Speaker: George Yin
University of Virginia
Evolution of the Tax Legislative Process
  Prof. Samuel A. Donaldson
Georgia State University College of Law
Current Developments in the Transfer Tax Arena
  Lauren Y. Detzel
Dean Mead
Bruce Stone
Goldman Felcoski & Stone
  Charitable Ideas Working Today

Friday, March 31, 2017

  Robert Keebler
Keebler & Associates
Beneficiary Designations
  Ronald D. Aucutt
McGuire Woods LLP
Stephanie Loomis-Price
24 - 7 on 2704: Exploring Proposed Restrictions and Their Impact on Valuation
  Paul Lee
Northern Trust
Tax Basis Management
  Luncheon Speaker: Ronald D. Aucutt
McGuire Woods LLP
Capital Report
  Barry Nelson
Nelson & Nelson PA
Integrating Estate Planning and Asset Protection Planning
  John Porter
Baker Botts LLP
Current Issues in Estate and Gift Tax Audits and Litigation
  David Pratt
Estate Planning in a Low Interest Rate Environment