University of Florida Tax Institute   Florida Tax Institute  
    February 28 - March 2, 2018, Tampa, Florida — Tampa Marriott Waterside    
  UF UF UF  

General Information

Conference Agenda

Continuing Education



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Speakers and Topics

The full agenda for the 2018 Florida Tax Institute will be announced soon. In the meantime, see below for a list of scheduled speakers and topics.

Wednesday, February 28, 2018

  Prof. Cassidy Brewer
Georgia State University
Prof. Bruce A. McGovern
South Texas College of Law
Recent Developments in Federal Income Taxation
  Stephen R. Looney
Dean Mead
Representing Buyers and Sellers in S Corporation Sales
  Luncheon Speaker: Donna Hansberry
Chief of Appeals for IRS
IRS Update
  Brant Hellwig
Washington and Lee University School of Law
Partnership Buyouts
  James B. Sowell
Current Topics in Drafting Partnership Agreements
  Gregg D. Polsky
University of Georgia School of Law
Structuring Equity Based Compensation

Thursday, March 1, 2018


Peter Hardy
Ballard Spahr LLP
Fred Murray
University of Florida Levin College of Law
Jeff Neiman
Marcus, Neiman & Rashbaum
A. Brian Phillips,
A. Brian Phillips, PA
Shawn P. Wolf
Packman, Neuwahl & Rosenberg
Multi-Jurisdictional Ethics Issues for Inbound Practitioners

  David D. Aughtry
Chamberlain, Hrdlicka, White, Williams & Aughtry
Winning a Business Valuation Dispute
This session will review the evolving partnership audit rules that for most partnerships will take effect in 2018 and will discuss alternatives that partnerships may consider now in anticipation of the new rules.
  Luncheon Speaker: TBD
  Prof. Samuel A. Donaldson
Georgia State University College of Law
Current Developments in the Transfer Tax Arena
  Scott A. Bowman
What Every Estate Planner Needs to Know about International Tax
  Christopher R. Hoyt
University of Missouri at Kansas City
Retirement Assets and Charitable Planning: Strategies, Traps & Solutions

Friday, March 2, 2018

  Steve Akers
Tax Consequences of Trustee Selection
  Paul Lee
Northern Trust

Basis Revisited

  Professor Lee-Ford Tritt
University of Florida Levin College of Law
Post-Mortem Tax Planning and Issues
  Luncheon Speaker: Ronald D. Aucutt
McGuireWoods LLP
Capital Report
  R. Marshall Jones
Jones Lowry
David Pratt
Life Insurance & Estate Planning - Tricks, Traps & Tools
  Thomas J. Pauloski
Selling a Business: Specific Applications and Issues