49th ANNUAL SOUTHERN FEDERAL TAX INSTITUTE



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3 54th ANNUAL SOUTHERN FEDERAL TAX INSTITUTE

4 October 21st – 25th, 2019 • Grand Hyatt Atlanta in Buckhead •Atlanta, Georgia

PRICE SCHEDULE:

1 CD SESSION on Flash Drive $ 22.00

Pick any 15 sessions on Flash Drive $ 138.00

COMPLETE CONFERENCE ON 4gb Flash Drive $ 209.00

SHIPPING & HANDLING, PLEASE ADD $8.00 for 1st FD & $1.00 FOR EACH ADD’L SESSION TO A MAX. OF $10.00

ο Cash/Check (MUST be drawn on US bank and payable to CCD) ο Visa ο MasterCard ο American Express ο Discover

CONVENTION CD’s INC.

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5 1698 N.E. 183rd Street ∙ Miami, FL. 33179 ∙ Telephone: (786) 566-0972 ∙ Fax: (305) 447-4999

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Monday, October 21, 2019

_____ SESSION 1,2,3: RECENT FEDERAL INCOME TAX DEVELOPMENTS - Bruce A. McGovern, Cassady V. (“Cass”) Brewer

_____ SESSION 4: Mid-Day Program: How to Succeed In Tax Practice - And Avoid Living In A Van Down By The River

_____ SESSION 5: Section 199A and Practical Implications - Todd D. Golub, Lynn T. Kawaminami

_____ SESSION 6: Intended and Unintended Federal Income Tax Consequences of SALT “Workarounds”- Christopher Benner

_____ SESSION 7: The Wizards of “QOZ”! Qualified Opportunity Zones –Lisa M. Starczewski, Robert Cassanos

Tuesday October 22, 2019

_____ SESSION 8: Important Tax Developments Affecting Partnerships and Real Estate, Including Bonus Depreciation, Loss Limitations, and Carried Interests – Julie Sassenrath

_____ SESSION 9: Exiting a Partnership – John J. Rooney

_____ SESSION 10: Let’s Get Practical with the Interest Deduction Limitation Under Section 163(j) – Brian Knudson

_____ SESSIONs 11: Mid-Day Program: Capitalizing On Qualified Opportunity Zones - Ricky Novak, Craig Mason

_____ SESSION 12: Key Tax Developments and Planning Opportunities for C and S Corporations – David Strong

_____ SESSION 13: The Alphabet Soup of “ACT,” “PHCs,” and “PSCs”: The Accumulated Earnings Tax, Personal Holding Companies,

and Personal Service Corporations – C. Wells Hall, III

_____ SESSION 14: Transactions Involving S Corporations: Relevant Rules And The Impact Of Tax Reform – Aaron P. Nocjar

_____ SESSION 15: Practical Workshop and Insights Relating to Monday and Tuesday Sessions – Cameron N. Cosby, Peter J. Genz, James B. Sowell, R. David Wheat

Wednesday, October 23, 2019

_____ SESSION 16: Trains, Planes, and . . . Snacks? What’s Left of Fringe Benefits After TCJA? – Mary B. “Handy” Hevener, Jonathan Zimmerman

_____ SESSION 17: Bit What? An Explanation and Tax Primer Concerning Bitcoin and Other Cryptocurrencies – Navin Sethi

_____ SESSION 18: Now We Know? The Real World Effect of GAAP on Tax Accounting After TCJA – George Hani

_____ SESSION 19: Mid-Day Program: Belling The Cat - Funding Strategies For Energy Efficiency That Really Work – Hank Holman, and Karen Koch

_____ SESSION 20: Let’s Get Real About Mental/Emotional Health and Substance Abuse in the Profession – Lynn Garson, Lynn Nichols

_____ SESSION 21: Sounds Reasonable to Me: Defending Penalties with Reasonable Cause – Larry Campagna, John R. Keenan

_____ SESSION 22: Conservation Easements: Contemporary Issues and Challenges – W. Curtis Elliott, Jr., Nancy A. McLaughlin

_____ SESSION 23: A Partner In Your Woes?  Ethical Issues For Partnership Representatives – Christopher Rizek, Linda Galler

Thursday, October 24, 2019

_____ SESSION 24: Basis After TCJA – Important Before, Crucial Now – Lester Law

_____ SESSION 25: Planning for Persons with Disabilities: Recent Developments and Continued Challenges – Kristen M. Lewis

_____ SESSION 26: Tax Considerations for Premarital Agreements and Divorce – Justin Miller

_____ SESSION 27: Transfer Tax Audits in the Era of Increased Exemptions – John W. Porter

_____ SESSION 28: Mid-Day Program: Best Practices In The Valuation Of Pass-Through Entities – Todd Povlich

_____ SESSION 29: Optimizing Lifetime Gifts: Advising Clients in Uncertain Times – John Bergner

_____ SESSION 30: Triangulation: Integrating Life Insurance into Estate and Investment Plans – Thomas J. Pauloski

_____ SESSION 31: Ten Things Every Estate Planner Needs to Know about Subchapter J – Mickey R. Davis, Melissa J. Willms

_____ SESSION 32: Can You Keep a Secret? – A Look at Your Client’s Confidentiality Privileges – C. Fred Daniels

Friday, October 25, 2019

_____ SESSION 33: The Philanthropic Spark: How Tax and Non-Tax Considerations Motivate Donors – Michele A. W. McKinnon

_____ SESSION 34: Ethical and Professional Challenges of Dealing with Elder Financial Abuse – Mary Radford

_____ SESSION 35: It’s All in the Family…What’s a Family? Estate Planning and Trust Management for a Brave New World – Hugh Magill

_____ SESSION 36: RECENT ESTATE AND GIFT PLANNING DEVELOPMENTS - Samuel A. Donaldson

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