SFTI SPEAKER EVALUATION FORM 60th Annual Southern Federal Tax Institute This form may be submitted only ONE time by each attendee. Please complete after your final session. Forms must be submitted by November 14, 2025. * represents required field
Bruce McGovern - Recent Federal Income Tax Developments
Cass Brewer - Recent Federal Income Tax Developments
Tom West - Tax Policy and Legislative Update: The View from Washington
Aaron Topol - International Tax Landscape: Global (BEPS Pillar 2) and U.S. Tax Update
James Pickett - Understanding and Using IRS and State DOR e-Services
Chris Stephens - Understanding and Using IRS and State DOR e-Services
Pam Olson - Navigating the Current Tax Enforcement Environment
David Friedline - Current Trends in Real Estate Debt Workouts
Bryan Rimmke - Exiting a Partnership the “Right” Way: How to Exit a Partnership in a Tax Efficient Manner
Karen Lohnes - Current Developments for Real Estate Partnerships and Investors
Stephen Giordano - Current Developments for Real Estate Partnerships and Investors
Todd Keator - Structuring Considerations for 1031 Exchanges
Scott Levine - Corporate Tax and Cross-Border Hot Topics
John Barlow - Corporate Tax and Cross-Border Hot Topics
Tony Nitti - Sales of Closely Held Businesses: Avoiding Pitfalls and Planning Ahead for the Best Outcome
Sara Zablotney - Why Do We Roll This Way? Tax Deferred Transactions in the Private Context
William Skinner - Structuring Investments in Tech, Life Sciences and Other Private Companies
Mary Hevener - Employee Benefits: Updates to Laws, Regulations, and IRS Operations in the New Administration
Jonathan Zimmerman - Employee Benefits: Updates to Laws, Regulations, and IRS Operations in the New Administration
Timothy Powell - Income Tax Accounting Methods: More Than Just Timing
Cass Hollis - ESOP as an Option for Ownership Transition: What You and Your Clients Need to Know
Blake Head - ESOP as an Option for Ownership Transition: What You and Your Clients Need to Know
Andrew Kulesza - ESOP as an Option for Ownership Transition: What You and Your Clients Need to Know
Kate Kraus – Partnership Audit Rules: Traps for the Unwary
Peter Genz – Partnership Audit Rules: Traps for the Unwary
Sheri Dillon - Resolving Tax Controversies with the IRS Independent Office of Appeals: What’s New and What’s Next
Daniel Price - International Information Return Penalties: Current Developments and Effective Strategies
James Parks - Safeguarding Privilege: Navigating Kovel Engagements
Brian McManus - Safeguarding Privilege: Navigating Kovel Engagements
Stephen Akers - Recent Federal Wealth Transfer Tax Developments
Thomas Yates - Four Weeks and a Funeral: Considerations for the Two Weeks Before Death and the Two Weeks After Death
Shane Kelley - Four Weeks and a Funeral: Considerations for the Two Weeks Before Death and the Two Weeks After Death
Jennifer Shirkey - SECURE-ly Planning for Retirement Assets
Stephanie Loomis-Price - IRS Transfer Tax Targets and Trials: What Were They Thinking?
Kim Kamin - Expecting the Unexpected: Flexible Planning for 2025 and Beyond
M. Read Moore - It’s English to Me: Non-U.S. Trust Law for U.S. Lawyers
Bernadette Carey - It’s English to Me: Non-U.S. Trust Law for U.S. Lawyers
Catherine Sanders Reach - Using Generative AI Ethically & Responsibly In An Estate Planning Practice
Steven Gorin - Planning with Life Insurance LLCs after Connelly and Huffman
Dana Fitzsimons, Jr. - Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases
Edwin Morrow - Tax Consequences of Trust Modifications and Early Terminations
Paul Lee - The Great Unknown: What Really Happens When Partners Die?
Please check the required fields.