2024 Speakers and Topics
Wednesday, February 14, 2024 |
|
7:00 - 7:55am | Breakfast |
7:55am | Opening Remarks |
8:00 - 10:00am | Prof. Cassady V. Brewer Georgia State University College of Law Prof. Bruce A. McGovern South Texas College of Law Houston Recent Developments in Federal Income Taxation This session will review the most significant statutory enactments, judicial decisions, IRS rulings, and Treasury regulations promulgated during the last twelve months that affect general domestic income taxation, corporate taxation, partnership taxation, and tax procedure. |
10:00 - 10:30am | Visiting With Sponsors |
10:30 - 11:30am | Panel Discussion, Fred F. Murray (Moderator) IRS Corporate Transparency Act |
11:30am | Get Lunch and Visit with Sponsors |
12:00pm - 1:00pm | Luncheon Speaker - Prof. Stephen J. Willis University of Florida Levin College of Law Traps for the Unwary in Charitable Bequests |
1:10 - 2:10pm | Ian M. Comisky Fox Rothschild Tax Controversy |
2:15 - 3:15pm | Panel Discussion, Fred F. Murray (Moderator) IRS International Tax Topics |
3:15 - 3:45pm | Visiting With Sponsors |
3:45 - 4:45pm | Speaker TBD Topic TBD |
4:45 - 6:00pm | Sponsor / Attendee Mingle |
Thursday, February 15, 2024 |
|
7:00 - 7:55am | Breakfast With Sponsors |
7:55am | Opening Remarks |
8:00 - 9:00am | Brad Bedingfield Hemenway & Barnes LLP Charitable Planning Opportunities and Risks Pre-Sale |
9:05 - 10:05am | Andrew R. Comiter Comiter, Singer, Baseman & Braun Transfer Tax - Planning for the Sale of the Family Business |
10:05 - 10:30am | Visiting With Sponsors |
10:30 - 11:30am | Bradley Kay Houlihan Lokey State and Local Tax Issues in M&A - The Forgotten Tax |
11:30am - 12:30pm | Student Networking Luncheon and Visit with Sponsors |
12:40pm - 1:40pm | Cristin C. Keane Carlton Fields, P.A. Qian (Bonita) Wang Bush Ross, P.A. 409A Discussion |
1:45 - 2:45pm | Speaker TBD Topic TBD |
2:45 - 3:15pm | Visiting With Sponsors |
3:15 - 4:15pm | Carla DeLoach DeLoach, P.L. Jordan Hurlburt DeLoach, P.L. What is the Family Office |
4:15 - 5:15pm | Samy Dwek The Family Office Doctor Trouble Shooting Family Office Issues |
5:15 - 6:00pm | Reception |
6:00 - 8:00pm | Ticketed Dinner celebrating the 50th Anniversary of the UF Levin College of Law Graduate Tax Program |
Friday, February 16, 2024 |
|
7:00 - 7:55am | Breakfast with Sponsors |
7:55am | Opening Remarks |
8:00 - 9:00am | Prof. Samuel A. Donaldson Georgia State University College of Law Transfer Tax Update |
9:05 - 10:05am | Scott A. Bowman McDermott Will & Emery Private Wealth Topic |
10:05 - 10:30am | Visiting With Sponsors |
10:30 - 11:30am | Panel Discussion, John C. Bovay (Moderator) Salter Feiber, P.A. Common Drafting Mistakes from a Corporate Trustee |
11:30am | Get Lunch and Visit with Sponsors |
12:00pm - 1:00pm | Luncheon Speaker - Ronald D. Aucutt Bessemer Trust Capital Report This presentation will be an up-to-the-minute status of changes in federal tax law affecting estate planning. The primary focus will be on significant changes proposed by the Biden Administration, particularly the proposal to tax unrealized capital gains at death and upon gifts and other events. Other topics will include the status of the 2026 “sunset” of 2017 changes, the contemplated “anti-abuse” exception to the “anti-clawback” regulations for gifts that trigger inclusion in the gross estate, and the possible relaxation (or expansion) of the 2015 “consistent basis” rules. |
1:10 - 2:10pm | Speaker TBD Topic TBD |
2:15 - 3:15pm | Panel Discussion, Fred F. Murray (Moderator) IRS Multijurisdictional Issues Discussion |
3:15pm | Closing Remarks |