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. * represents required field
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
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