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.

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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?