SFTI SPEAKER EVALUATION FORM

61st 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 6, 2026.

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Bruce McGovern - Recent Federal Income Tax Developments

Cass Brewer - Recent Federal Income Tax Developments

Navin Sethi – Taxation of Digital Assets

Tom West – Tax Legislative and Regulatory Outlook

Jaye Calhoun - Felix and Oscar, Lucy and Ethel, Federal and State Income Tax Systems, and Other Odd Couples

Rochelle Hodes – Using Lessons Learned to Navigate the Complexities of the BBA Partnership Audit Regime

Sarah Ritchey Haradon – Current Developments in the Partnership Tax Arena

Jule Divola – Timing and Characterization of Deferred Payments

Eric Solomon - Timing and Characterization of Deferred Payments

Robert Keller – Navigating Individual-Level Passthrough Loss Limitations

John Rooney – Opportunities and Pitfalls under the Partnership Disguised Sale Rules

Andrew Davis – Current Developments in the Corporate Tax Arena

Todd Reinstein – Navigating Section 382

Michael Novogradac – Opportunity Zones

Peter Elias – QSBS: Transactional Planning and Strategies

Mary “Handy” Hevener - Employee Benefits

Joshua Sutin – Employee Equity Compensation Granted by Privately Held Business Entities

April Estes – Accounting Methods Considerations in 2026

Sandra Nashif - Accounting Methods Considerations in 2026

Anson Asbury – Managing an IRS Audit

Brian Gardner – Managing an IRS Audit

Caroline Ciraolo – Bracing for Tax Enforcement in Uncertain Times

Alexa Claybon – Back to Basics on Research on Development Expenditures

Sharyn Fisk – Ethical Guardrails for AI in Tax Practice

Stephen Akers - Recent Federal Wealth Transfer Tax Developments

Kathleen Sherby – Demystifying Retirement Benefit Planning

Justin Miller – Don’t Guess and Make a Mess with QSBS

Keri Brown – Current Issues in Estate and Gift Tax Audits and Litigation

Walter Helms - Why Is Everyone Split on Whether Split Dollar Works?

Brad Bedingfield – Current Developments Affecting Nonprofit Organizations and Charitable Giving

Andrea Chomakos – Navigating Tax, Estate, and Succession Planning

Gene Wolf - Navigating Tax, Estate, and Succession Planning

Mickey Davis – Income Tax Basis Adjustments in Estate Planning and Administration

David Estes – Succession Planning for Estate/Tax Planning Professionals

J. Lee Osborne - Succession Planning for Estate/Tax Planning Professionals

Elise McGee – Family Office and Private Trust Company Design

Benetta Park - Family Office and Private Trust Company Design

Amy Kanyuk – Own Nothing, Control Everything