2023 Speakers and Topics (Subject to Change)

Wednesday, February 1, 2023

12:30 - 1:00pmWelcome & Opening Remarks
1:00 - 3:00pmProf. Cass Brewer
Georgia State University College of Law
Prof. Bruce A. McGovern
South Texas College of Law Houston
Recent Developments in Federal Income Taxation
3:00 - 3:30pmVisiting With Sponsors
3:30 - 4:30pmJames B. Sowell
KPMG
Equity Compensation for Partnerships
4:30 - 5:30pmJohn G. Green
King & Spalding
Abraham N.M. Shashy, Jr. (Hap)
King & Spalding
Sub S M&A
5:30 - 6:30pmWelcome Reception

Thursday, February 2, 2023

7:00 - 8:00amBreakfast With Sponsors
8:00 - 9:30amOpening Remarks
Fred Murray (Moderator) and Panelists
IRS
International Tax Topic
9:30 - 10:00amVisiting With Sponsors
10:00 - 11:30amFred Murray (Moderator) and Panelists
IRS
Audit and Enforcement Tax Topic
11:30am - 1:00pmLuncheon Speaker - Speaker and Topic TBD
1:00 - 2:00pmDonald J. Weidner
Florida State University, College of Law
The Unfortunate Role of Special Litigation Committees in LLCs
2:05-3:05pmTama Brooks Klosek
Klosek & Associates PLLC
Life Settlements
3:05 - 3:30pmVisiting With Sponsors
3:30 - 4:30pmA. Brian Phillips
A. Brian Phillips, P.A.
Tax Controversy Topic
4:30 - 5:30pmProf. Charlene Luke
University of Florida Levin College of Law
Prof. Martin J. McMahon, Jr.
University of Florida Levin College of Law
Prof. Bret Wells
UH Law Center, University of Houston
Inflation Reduction Act - A Review of the Excise Tax
5:30 pmCocktail Hour followed by the 10 Year Celebratory Dinner

Friday, February 3, 2022

7:00 - 8:00amBreakfast with Sponsors
Special Student Networking Opportunity
8:00 - 9:00amOpening Remarks
Turney Berry
Wyatt Tarrant & Combs
Transfer Tax Update
9:05 - 10:05amLouis Nostro
Gunster
Twenty Things to Know Regarding the Funding & Administration of Charitable Trusts & Private Foundations
10:05 - 10:30amVisiting With Sponsors
10:30 - 11:30amPaul S. Lee
Northern Trust
Basis Planning and Anomalies with Partnerships, Grantor Trusts & Unitary Basis
11:30am - 1:00pmLuncheon Speaker - Ronald D. Aucutt
Bessemer Trust
Capital Report
1:05 - 2:05pmGeorge D. Karibjanian
Franklin Karibjanian & Law PLLC
Estate Tax Return Preparation - Tips, Traps, and Opportunities
2:05 - 2:15pmAfternoon Break
2:15 - 3:45pmCarla DeLoach
DeLoach, P.L.
Jordan Hurlburt
DeLoach, P.L.
Eliminate Common Mistakes - A Blueprint for Better 709 Drafting
3:45pmClosing Remarks