SFTI SPEAKER EVALUATION FORM

57th 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 8, 2022.

* represents required field

Bruce McGovern - Recent Federal Income Tax Developments

Cass Brewer - Recent Federal Income Tax Developments

Mark Burnette - Why Cybersecurity Programs Fail

Summer Ayers LePree - International Tax Structuring for Non-Publicly Traded Clients

Brian Sengson - State Pass-Through Entity Elections

Matt Gentile - State Pass-Through Entity Elections

Gary Wilcox - Managing Anti-Abuse Rules – In Planning and Controversies

Amanda Wilson - Disguised Sales

Kendal Sibley - Hot Topics in Partnership and Real Estate Taxation

Matthew Busta - New Partnership Disclosures and Their Role in Partnership Audits

Michael Desmond - New Partnership Disclosures and Their Role in Partnership Audits

Lisa Zarlenga - Hot Topics in Corporate Tax

Shane Kiggen - Distributions by Closely Held Corporations

Christina Tacoronti - Distributions by Closely Held Corporations

Robert Keller - S Corporations – Busted S Elections and Options to Remediate

David Strong - Section 1202 Qualified Small Business Stock

Mary Hevener - Employee Fringe Benefits and Payroll Tax Deferrals and Credits During and Beyond the Pandemic

Jonathan Zimmerman - Employee Fringe Benefits and Payroll Tax Deferrals and Credits During and Beyond the Pandemic

Navin Sethi - Tax Implications Regarding the Evolution of the New Digital Asset Industry

Mary Duffy - INDOPCO Regulations 20 Years Later

George Abney - “But My Accountant Said I Could.” What Happens If My Client Blames Me?

Michael Desmond - Tax Enforcement in an Era Evolving Global Tax Rules, Increased IRS Programming Responsibilities, and Uncertain Funding

Elizabeth Tucker - Let’s Make a Deal: Strategies for Success in Appeals

Kevin Brown - Let’s Make a Deal: Strategies for Success in Appeals

David Adams - How Your Boom Box Playlist “Qualifies” for Appraisal Defense

Charles Hodges - How Your Boom Box Playlist “Qualifies” for Appraisal Defense

Sam Donaldson - Recent Estate and Gift Tax Developments

Dana Fitzsimons, Jr. - Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases

Natalie Choate - Planning for Retirement Benefits: Treasury’s Proposed SECURE Regulations

Read Moore - Estate Planning Strategies for Large QTIP Trusts

Clary Redd - Spousal Lifetime Access Trusts (“SLATs”)

Mary Ann Mancini - What’s New, What’s Different, and What’s the Same in Split Dollar?

Stephanie Loomis-Price - So You Think You Can Dance? The Ethics of Fixing Bad Moves

Lauren Wolven - So You Think You Can Dance? The Ethics of Fixing Bad Moves

Edwin Morrow - Section 678 and Beneficiary Deemed Owner Trusts (BDOTs)

Joshua Husbands - Business Succession Planning

Brad Bedingfield - A Practical Primer on the Private Foundation Self-Dealing Rules

Jonathan Blattmachr - Benefits, Burdens, Traps and Pitfalls of Non-Grantor Trusts

Diana Zeydel - Benefits, Burdens, Traps and Pitfalls of Non-Grantor Trusts