Southern Federal Tax Institute Southern Federal Tax Institute 2107 North Decatur Road, PMB 521, Decatur, Georgia 30033
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Session Topics
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Business Taxation
Accounting, Benefits, Ethics
Estate Planning
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What's New In The Income Tax World?
Peter J. Genz, Presiding

7:15 Registration Desk Opens
8:00-9:00 Breakfast
9:00-10:30 RECENT FEDERAL INCOME TAX DEVELOPMENTS – This session will delve into significant court decisions, rulings, and statutory and regulatory developments over the past twelve months. These three experts will provide insights into the implications of recent events.
Martin J. McMahon, Jr., James J. Freeland Eminent Scholar and Professor of Law, University of Florida Levin College of Law, Gainesville, FL
Ira B. Shepard, Professor Emeritus of Law, University of Houston Law Center, Houston, TX
Bruce A. McGovern, Professor of Law, South Texas College of Law, Houston, TX
10:30-10:45 Break
12:15 -1:05 Mid-day Program:

Joyce A. Waterbury, Presiding

1:15-2:15 LEGISLATIVE UPDATE – This presentation will review recently enacted tax legislation and provide insight into the potential for comprehensive tax reform.
Marc J. Gerson, Miller & Chevalier Chartered, Washington, DC
James C. Gould, Ogilvy Government Relations, Washington, DC
2:15-3:15 HOT INTERNATIONAL TOPICS FOR THE GENERAL PRACTITIONER – With the growth of international commerce beyond the realm of the multinational corporations, the general tax practitioner must address issues of international taxation with increasing frequency. This presentation will address international tax issues that are the most pressing for a practitioner having a broad tax practice.
William B. Sherman, Holland & Knight, LLP, Fort Lauderdale, FL
3:15-3:30 Break
3:30-4:30 TAX REPORTING FOR OIL & GAS INVESTMENTS - Many of us have clients who invest in oil & gas deals, primarily through public and private partnerships. This presentation will alert the audience to tax reporting issues specific to oil & gas investments, such as depletion, intangible drilling costs, geological and geophysical costs, passive loss rules, royalty interests, etc.
Robert A. Swiech, KPMG LLP, Houston, TX
4:30-5:30 I CAN'T BELIEVE I MISSED THAT DEADLINE - NOW WHAT? – It’s every practitioner’s nightmare. This presentation will focus on the various regulatory and administrative options available to a tax advisor when his or her client misses a tax return, extension or election filing deadline, including elections for S corps, 83(b) elections, 453 elections and 754 elections, as well as the use of rescission. A host of ethical considerations arise in this setting, particularly when responsibility for the absence of a timely election falls on the advisor. The presentation will address the ethical obligations that are often implicated in this context.
Peter S. Wilson, McGladrey LLP, Washington, DC
Christopher S. Rizek, Caplin & Drysdale, Chartered, Washington, DC
Submitted for 1.0 hours of Ethics Credit
5:30-7:00 Cocktail Party
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