SFTI SPEAKER EVALUATION FORM

58th Annual Southern Federal Tax Institute

This form may only be submitted ONE time by each attendee.    Please complete after your final session.

Forms must be submitted by November 17, 2023.

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Bruce McGovern - Recent Federal Income Tax Developments

Cass Brewer - Recent Federal Income Tax Developments

Marc Gerson - Tax Legislative Outlook

Russell Sullivan - Tax Legislative Outlook

Jonathan Feldman - What Federal Income Tax Advisors Need to Know about SALT Issues

David Kirk - What Federal Income Tax Advisors Need to Know about SALT Issues

Lee Meyercord - Self-Employment (SECA) Taxes Applicable to LLPs, Hedge Funds, Private Equity & Venture Capital

Andrea (Andie) Kramer - Tax Treatment of Cryptocurrency Losses

Gerald Thomas - Hot Topics in Partnership and Real Estate Taxation

Gary Hecimovich - Clean Energy Tax Incentives in the Inflation Reduction Act of 2022

Hannah Hawkins - Clean Energy Tax Incentives in the Inflation Reduction Act of 2022

Peter Genz - Tax Issues Facing Distressed Partnerships and Corporations

Mark Hoffenberg - Tax Issues Facing Distressed Partnerships and Corporations

Arvind Ravichandran - FIRPTA: A General Refresher and Discussion of Common Planning Considerations

Pamela Lawrence Endreny - Hot Topics in Corporate Tax

Michael Alter - M&A Tax Structuring: Tips and Traps

Michael Carew - Transaction Structures Involving Subchapter C and Subchapter K

Mary “Handy” Hevener - Payroll Tax and the Supersized IRS Budget

James Earle - Equity Incentives in the Executive Compensation Setting

Alexa Claybon - Accounting for Liabilities in M&A Transactions

Rochelle Hodes - The Latest and Greatest on the BBA

Robert Kovacev - Where’s My Refund? IRS Scrutiny of R&D, ERC and other Tax Credit Refund Claims

David Aughtry - Tax Implications of Conservation Easement Donations

Jasen Hanson - Tax Implications of Conservation Easement Donations

Thomas Greenaway - Fixing Federal Tax Mistakes

Stephen Akers - Recent Federal Wealth Transfer Tax Developments

Sarah Moore Johnson - Redefining Family in the Wild West of DNA Test Kits and Assisted Reproductive Technology

David Herzig - Post-Mortem Tax Planning and Estate Administration

Stacy Singer - Post-Mortem Tax Planning and Estate Administration

Suzanne Brown Walsh - Estate Planning with Cryptocurrency and Other Digital Assets

Thomas Pauloski - How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning

William Sanderson - What We Don’t Talk About When We Talk About Estate Planning

Stephen Breitstone - Income Tax and Estate Tax Planning for Encumbered Real Estate Using the Preferred Partnership

Jerome Hesch - Income Tax and Estate Tax Planning for Encumbered Real Estate Using the Preferred Partnership

John Porter - The Current Landscape of Estate and Gift Tax Audits and Litigation

Amy Kanyuk - The Times They Are A-Changin’ - Trust Modification in the Modern World

Nikola Djuric - The Times They Are A-Changin’ - Trust Modification in the Modern World

Carol Harrington - Judicial Anti-Abuse Doctrines in Estate Planning Transactions

Paul Lee - Goblins’ Lamentation List: Unscrambling “Installment Obligations”