Conference Agenda

Wednesday, March 31, 2027

8:30 – 9:15 am | Breakfast

9:20 am | Opening Remarks

9:30 – 11:30 am | Recent Developments in Federal Income Taxation
Speaker:

Prof. Bruce A. McGovern, South Texas College of Law Houston

This session highlights important changes affecting taxpayers over the past twelve months, addressing significant court decisions, rulings, and statutory and regulatory developments.

11:30 am – 1:00 pm | Lunch and Mingle with Sponsors

1:05 – 1:55 pm | DC Update topic
Speaker:

Beth Shapiro Kaufman, Lowenstein Sandler

2:00 – 2:50 pm | Family Office / Lender Structures topic
Speaker:

Christopher A. Steele, Bernstein

2:35 – 3:35 pm | Understanding and Drafting Partnership Allocation Provisions
Speaker:

2:50 – 3:30 pm | Mingle with Sponsors

3:30 – 5:00 pm | Loan Rangers: Navigating Promissory Notes, Trust Debt, and Tax Risk in Planning
Speakers:

Carsten Hoffman, Stout

          Stephanie Loomis-Price, Perkins Coie LLP

          Benetta Y. Park, Bessemer Trust

5:00 – 6:00 pm | Welcome Reception:  Visit with fellow attendees and sponsors

Thursday, April 1, 2027

8:15 – 9:00 am | Samuel C. Ullman Memorial Breakfast sponsored by Tax Section of The Florida Bar and Mingle with Sponsors

9:05 am | Opening Remarks

9:10 – 10:40 am | Partnership Playbook – Strategies in Transactions
Speakers:

Ryan Dobens, KBF Advisory

          Adam J. Smith, BizTx Law

          Eric Yauch, EY

This session will overview common partnership transactions that every tax practitioner needs to have in their playbook. Attendees will leave understanding the difference between Rev. Rul. 99-5, Rev. Rul. 99-6, Rev. Rul. 84-111, and other common partnership transactions involving sales, distributions, and contributions. This session will attempt to cover pitfalls and opportunities in these common transactions. Attendees will be exposed to the flexibility of partnership taxation (and at times its ambiguity) but will also be confronted with certain limits to this flexibility.

10:50 – 11:40 am | TBD
Speaker:

TBD

11:45 am – 1:00 pm | Student Networking Luncheon sponsored by A. Brian Phillips, P.A. and Mingle with Sponsors

1:00 – 1:50 pm | Representing Minority Members in LLCs
Speaker:

Adi Rappoport, Gunster

1:55 – 2:45 pm | AI and Ethics in Estate and Tax Planning
Speakers:

Edward F. Smith III, Beller Smith

          Yoshimi O. Smith III, Beller Smith

2:45 – 3:25 pm | Mingle with Sponsors

3:30 – 5:00 pm | Biggest Tax Questions Answered Panel
Speakers:

Cristin Keane, Trenam Law

          Paul S. Lee, Consiglio Advisors LLC

5:00 – 6:30 pm | March Madness Mingle Reception:  Visit with fellow attendees and sponsors

Friday, April 2, 2027

8:15 – 9:00 am | Breakfast and Mingle with Sponsors

9:05 am | Opening Remarks

9:10 – 10:00 am | Charitable Planning topic
Speaker:

Justin Miller, Evercore

10:05 – 10:55 am | Trust Me, It’s Taxable: DNI Another Day – A Tour of Subchapter J
Speaker:

Mark R. Parthemer, Glenmede

10:55 – 11:15 am | Mingle with Sponsors

11:15 am – 12:05 pm | Federal Wealth Transfer Tax Update
Speaker:

Samuel A. Donaldson, Georgia State University College of Law

This informative and entertaining session will recap the important cases, rulings, and regulations from 2026, together with a preview of what we might expect from Congress in 2027 or 2028.

12:10 – 1:00 pm | Lunch and Mingle with Sponsors

1:00 – 1:50 pm | Cross Border Estate Planning topic
Speaker:

Christopher R. Callahan, Fox Rothschild LLP

This presentation will focus on practical approaches to utilizing U.S. tax planning strategies to minimize the U.S. tax burden of certain foreign and U.S. trusts depending on the trust asset mix and settlor/grantor/beneficiary mix.  The presenter’s goal will be for each attendee to learn about the basic frameworks for analyzing these matters so they can better advise their clients as well as learn very specific, practical strategies that are currently implemented for clients from various countries.

1:55 – 2:45 pm | Ethics topic
Speaker:

A. Stephen McDaniel, Harkavy McDaniel Kaplan and Salomon PLLC

2:45 pm | Closing Remarks