2026 Speakers and Topics (subject to change)

Wednesday, April 8, 2026
8:00 - 8:45 am	Breakfast
8:45 - 10:15 am	Opening Remarks & Panel on International Tax Issues
10:30 - 11:30 am	Scott A. Bowman McDermott Will & Schulte International Tax Topic (Tentative)
11:30 am - 12:00 pm	Get Lunch and Visit with Sponsors
12:00 - 1:00 pm	Prof. Cassady V. Brewer Georgia State University College of Law Prof. Bruce A. McGovern South Texas College of Law Houston *Recent Developments in Federal Income Taxation - Part 1* This session highlights important changes affecting taxpayers over the past twelve months, addressing significant court decisions, rulings, and statutory and regulatory developments.
1:00 - 1:30 pm	Visiting With Sponsors
1:30 - 2:30 pm	Prof. Cassady V. Brewer Georgia State University College of Law Prof. Bruce A. McGovern South Texas College of Law Houston *Recent Developments in Federal Income Taxation - Part 2* This session highlights important changes affecting taxpayers over the past twelve months, addressing significant court decisions, rulings, and statutory and regulatory developments.
2:35 - 3:35 pm	James B. Sowell KPMG LLP *Understanding and Drafting Partnership Allocation Provisions*
3:35 - 4:00 pm	Visiting With Sponsors
4:00 - 5:00 pm	Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished) Georgia State University College of Law *Federal Wealth Transfer Tax Update*
5:00 - 6:00 pm	Welcome Reception
Thursday, April 9, 2026
8:00 - 8:45 am	Samuel C. Ullman Memorial Breakfast and Visit with Sponsors Sponsored by The Florida Bar Tax Law Section
8:45 am	Opening Remarks
8:50 - 9:50 am	Alexander L. Reid, JD, LL.M. BakerHostetler *No Good Deed Goes Unpunished: Charitable Giving, Chapter 42, and Traps for the UnWary* A family office has extra space and decides to rent it to the family's private foundation. The family patriarch buys an auction item at a charitable fundraiser and sends the bill to the foundation. The foundation holds a board meeting in Turks and Caicos and invites spouses, grandkids, and a few friends. It charters a plane to fly everyone, because it is more convenient than flying commercial. The CEO of the foundation has some expense reimbursements that are a few years old. Also, she wants a raise and a loan to help her with a downpayment on her new home. Fortunately, the family patriarch has some great investment opportunities for the foundation in the company he owns with his brother.
9:55 - 11:25 am	A. Brian Phillips A. Brian Phillips, P.A. *Presentation on Criminal Tax topic*
11:25 am - 12:25 pm	Student Networking Luncheon and Visit with Sponsors Sponsored by A. Brian Phillips, P.A.
12:25 pm - 1:25 pm	Speaker TBD *Presentation on Economic Trends and Effects on Florida topic*
1:30 - 2:30 pm	Gregg D. Polsky, JD, LL.M. New York University School of Law *Presentation on 1202 Planning topic*
2:30 - 3:00 pm	Visiting With Sponsors
3:00 - 4:00 pm	Claudia Ray, JD Kirkland & Ellis LLP *Presentation on Generative AI topic*
4:05 - 5:05 pm	Gregg D. Polsky, JD, LL.M. New York University School of Law *Presentation on Corporate Reorganizations topic*
5:05 - 6:30 pm	Attendee Mingle Reception Connect with fellow attendees over unique food and lively conversation. Every 10 minutes, rotate through four pre-assigned tables, each with a new group of 10 people. Table facilitators will spark the chat with fun icebreaker questions.
Friday, April 10, 2026
8:00 - 8:45 am	Breakfast with Sponsors
8:45 am	Opening Remarks
8:50 - 9:50 am	Stephanie Loomis-Price Perkins Coie LLP Presentation on IRS Collection Efforts topic
9:55 - 10:55 am	Paul Lee, JD, LL.M. (taxation) Northern Trust *The Great Unknown: What Really Happens When Partners Die?* They say the only certainties in life are death and taxes. If that has always been true, then why do we know so little about what really happens when a partner dies? This presentation unveils the real truth about the “step-up” in basis when a partner dies and what’s left behind for the partnership and its partners. It will discuss planning opportunities before and after death, pitfalls to avoid, and unanswered questions, with a focus on “negative basis” and “negative capital” assets.
11:00 am - 12:00 pm	Benetta Y. Park, JD Bessemer Trust Matthew J. Scheer Gunster *Family Office Structuring: Overview of Different Models & Their Tax and Non-tax Considerations* What is a family office? What kind of family office does a client need? This program will provide an overview of various family office structures and the tax and non-tax considerations for each one. The presenters will provide a framework for advisors to use when helping clients determine the best option to achieve the family’s goals over time. When is a “Lender-style” profits interest structure appropriate for a family? When should a family consider a private trust company? How do these structures fit within a family’s other family enterprises, entities, and trusts? What role does family governance play? The presenters will answer commonly asked questions and address the important issues when advising ultra-high net worth families in structuring their family office.
12:00 - 12:45 pm	Get Lunch and Visit with Sponsors
12:45 - 1:45 pm	Brant J. Hellwig, JD, LL.M. (taxation) New York University School of Law *Presentation on Tax Consequences of Termination of Grantor Trust Status at Death topic*
1:50 - 2:50 pm	Lauren Y. Detzel, JD Dean Mead *Presentation on Trust Modifications and Decantings topic*
3:00 pm	Dennis Calfee's Birthday Party Come celebrate with us! Join fellow attendees in wishing Professor Calfee a very Happy Birthday — let’s make it a moment to remember!