2024 Speakers and Topics

Wednesday, February 14, 2024

7:00 - 7:55amBreakfast
7:55amOpening Remarks
8:00 - 10:00amProf. 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 - 10:30amVisiting With Sponsors
10:30 - 11:30amPanel Discussion, Fred F. Murray (Moderator)
Corporate Transparency Act
11:30amGet Lunch and Visit with Sponsors
12:00pm - 1:00pmLuncheon Speaker - Prof. Stephen J. Willis
University of Florida Levin College of Law
Traps for the Unwary in Charitable Bequests
1:10 - 2:10pmIan M. Comisky
Fox Rothschild
Tax Controversy
2:15 - 3:15pmPanel Discussion, Fred F. Murray (Moderator)
International Tax Topics
3:15 - 3:45pmVisiting With Sponsors
3:45 - 4:45pmSpeaker TBD
Topic TBD
4:45 - 6:00pmSponsor / Attendee Mingle

Thursday, February 15, 2024

7:00 - 7:55amBreakfast With Sponsors
7:55amOpening Remarks
8:00 - 9:00amBrad Bedingfield
Hemenway & Barnes LLP
Charitable Planning Opportunities and Risks Pre-Sale
9:05 - 10:05amAndrew R. Comiter
Comiter, Singer, Baseman & Braun
Transfer Tax - Planning for the Sale of the Family Business
10:05 - 10:30amVisiting With Sponsors
10:30 - 11:30amBradley Kay
Houlihan Lokey
State and Local Tax Issues in M&A - The Forgotten Tax
11:30am - 12:30pmStudent Networking Luncheon and Visit with Sponsors
12:40pm - 1:40pmCristin C. Keane
Carlton Fields, P.A.
Qian (Bonita) Wang
Bush Ross, P.A.
409A Discussion
1:45 - 2:45pmSpeaker TBD
Topic TBD
2:45 - 3:15pmVisiting With Sponsors
3:15 - 4:15pmCarla DeLoach
DeLoach, P.L.
Jordan Hurlburt
DeLoach, P.L.
What is the Family Office
4:15 - 5:15pmSamy Dwek
The Family Office Doctor
Trouble Shooting Family Office Issues
5:15 - 6:00pmReception
6:00 - 8:00pmTicketed Dinner celebrating the 50th Anniversary of the UF Levin College of Law Graduate Tax Program

Friday, February 16, 2024

7:00 - 7:55amBreakfast with Sponsors
7:55amOpening Remarks
8:00 - 9:00amProf. Samuel A. Donaldson
Georgia State University College of Law
Transfer Tax Update
9:05 - 10:05amScott A. Bowman
McDermott Will & Emery
Private Wealth Topic
10:05 - 10:30amVisiting With Sponsors
10:30 - 11:30amPanel Discussion, John C. Bovay (Moderator)
Salter Feiber, P.A.
Common Drafting Mistakes from a Corporate Trustee
11:30amGet Lunch and Visit with Sponsors
12:00pm - 1:00pmLuncheon 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 - 2:10pmSpeaker TBD
Topic TBD
2:15 - 3:15pmPanel Discussion, Fred F. Murray (Moderator)
Multijurisdictional Issues Discussion
3:15pmClosing Remarks

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