2017 Georgia Federal Tax Conference - Both Days (13075)

Thursday, June 8, 2017 - Friday, June 9, 2017 / Atlanta, GA

The Georgia Federal Tax Conference is designed for experienced tax professionals and features up-to-date changes in tax law and the latest from Washington, D.C. in anticipation of future developments. The conference focuses on one specific area of knowledge per day. Day one will discuss trending topics related to estate planning. Day two will delve into income tax issues.

Ga. Federal Tax Live Stream Both Days - LS13075

Ga. Federal Tax Thursday Only - #13076
Ga. Federal Tax Live Stream Thursday Only - #LS13076

Ga. Federal Tax Friday Only - #13077
Ga. Federal Tax Live Stream Friday Only - #LS13077


Event Status: CLOSED – Please contact the CPE Department at 404-231-8676, Opt. 3 or 800-330-8889, Opt. 3 for additional assistance.

Event ID: #13075

CPE: 16.0 credits

Total Price: $560.00

Other Attendance Options

These related conferences are also available for purchase.

No Thanks

The Georgia Federal Tax Conference is designed for experienced tax professionals and features up-to-date changes in tax law and the latest from Washington, D.C. in anticipation of future developments.

The conference focuses on one specific area of knowledge per day. Day one will discuss trending topics related to estate planning. Day two will delve into income tax issues.


The GSCPA has a room block:
Renaissance Waverly Hotel
2450 Galleria Parkway
Atlanta, GA  30339
Group rate:  $169
Cutoff Date:  Wednesday, May 17, 2017
Marriott Reservations:
To reserve a room online click here

Be sure to mention the Georgia Society of CPAs when making your reservation.

Thursday, June 8, 2017

7:00 am-8:00 am
Registration/Continential Breakfast

8:00 am-8:05 am
Welcome and Announcements

8:05 am-10:05am
A – Recent Wealth Transfer Developments Credits: 2.0 GN

Sam Donaldson, J.D., LL.M.
Georgia State University College of Law , Atlanta, GA

This informative and entertaining recap will cover the important cases, rulings, regulations, and legislation from the past 12 months related to federal income, estate, and gift taxes.


B – Prospects for Estate Tax Changes Five Months into the Trump Administration Credits: 1.0 GN

Ronald D. Aucutt, Esq.
McGuireWoods LLP , Tysons Corner, VA

Discuss whether there will there be tax reform; if the estate tax will be repealed; whether the consistent basis rules will ever make any sense; what is happening with valuation discounts; and other changes that affect estate planning.

C – Estate Planning for Private Equity and Hedge Fund Principals Credits: 1.0 GN

Chirstine R. Quigley, Esq.
Partner / Schiff Hardin LLP , Chicago, IL

Focus on the challenges and opportunities unique to wealth transfer planning for principals of private equity, hedge, venture capital and other private investment funds, including an in-depth discussion of the application of Code Section 2701 and carried interest planning alternatives.

12:10pm-1:30 pm
Lunch - D – Economic and Market Outlook Credits: 0.5 GN

Daniel Morgan
Senior Portfolio Manager / Synovus Trust Company, N.A. , Atlanta, GA

The Federal Reserve’s decision to raise the “Fed Funds” Rate could place the current muted economic recovery at risk. What will be the long-term impact of these policies? How long will it take Trump’s proposed growth stimulators to actually lead to a stronger economy? How does the mushrooming Federal Deficit impact future growth?

1:35 pm-2:25 pm
E – Using Trusts as Beneficiaries of Retirement Benefits Credits: 1.0 GN

James W. Narron, J.D., LL.M.
Naron, O'Hale, and Whittington , Smithfield, NC

Special situations and special beneficiaries, from blended families to minors to special needs children and spendthrifts, require special solutions. Explore trusts as solutions and shall address tax issues, fixing mistakes, economic considerations, and more.

2:25 pm-2:40 pm

2:40 pm-3:30 pm
F – Walking Thru Form 706 Credits: 1.0 GN

Terri E. Lawson, CPA
Frazier & Deeter LLC , Atlanta, GA

Jeremy T. Ware, Esq.
Arnall Golden Gregory, LLP , Atlanta, GA

Walk through Form 706, the basics, things to look for, common mistakes and other topics with a focus on Schedules M and R for the marital deduction and GST implications. Also review a completed Form 706 and the new Form 8971.

3:40 pm-4:30 pm
G – Modifying Obsolete Estate Planning Techniques Credits: 1.0 GN

John J. Scroggin, J.D., LL.M, AEP
Scroggin & Company, PC , Roswell, GA

Tax and estate planning laws and strategies continue to evolve. Client facts change in unexpected ways. Mistakes are inadvertently made in a client’s planning. Discuss ways to modify existing techniques that no longer make sense and discuss how to plan flexibility into new estate planning strategies.

Friday, June , 2017

7:00 am-8:00 am
Registration/Continential Breakfast

8:00 am-10:00am
H – What’s New: 2016 Federal Income Tax Update Credits: 2.0 GN

Christine P. Engel, CPA
Regier Carr & Monroe LLP , Tucson, AZ

Take a lively look at federal legislative and regulatory changes as well as court decisions affecting 2016 returns. Also touch on various issues affecting the environment of tax practice as a result of these changes.


I – America’s Largest Tax Break: The R&D Tax Credit Credits: 1.0 GN

Kevin Corley, CPA
Senior Managing Director / Alliantgroup, LLP , Houston, TX

Review the latest updates to powerful tax credits, incentives and deductions for American business owners. Walk through the Research and Development (R&D) Tax Credit and why it applies to your clients, how they can qualify for these credits and the latest changes to the tax code from the IRS.

J – Roll Without Punches Credits: 1.0 GN

Phillip Gall, J.D., LL.M.
Ernst & Young LLP , New York, NY

Maximilian Pakaluk, J.D.
Ernst & Young LLP , Washington, DC

Consider various tax issues arising in connection with dispositions of businesses when the existing owners of the target receive continuing equity interests in the acquirer, often referred to as rollover equity. Focus on rollover equity in partnerships and on structures used to ensure the receipt of the rollover equity on a tax-deferred basis.

12:05pm-1:25 pm
Lunch - K - Cyber Security: Avoid These Common Pitfalls Credits: 0.5 GN

Brian T. Muia, CPA
Shareholder / Jones and Kolb, CPAs , Atlanta, GA

Are you a victim of cybersecurity? If your answer is yes, what should you be doing to mitigate future risks? If your answer is no, statistics say you are wrong. Discuss real life threats and how to avoid the common cybersecurity pitfalls.

1:30 pm-2:20 pm
L – International Tax Compliance, Enforcement, and Disputes: Pressing Issues in 2017 and Beyond Credits: 1.0 GN

Hale E. Sheppard, J.D., LL.M.
Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

Nowadays, nearly all taxpayers have international aspects. The IRS receives more data than ever about foreign activities thanks to FATCA, e-filing of FBARs, Forms 8938, whistleblowers, the “Panama Papers,” etc. This combination will trigger, in 2017 forward, more international enforcement than ever. Addresses pressing issues and solutions.

2:20 pm-2:35 pm

2:35 pm-3:25 pm
M – New Partnership and Audit Rules Credits: 1.0 GN

Mark Mesler, J.D.
Ernst & Young LLP , Atlanta, GA

Matthew S. Cooper, J.D.
Ernst & Young LLP , Washington, DC

The Bipartisan Budget Act of 2015 (BBA) enacted new centralized partnership audit regime to replace the TEFRA and electing large partnership (ELP) partnership audit regimes. An unofficial draft of the proposed regulations were released to the public on Wednesday, January 18, 2017. Mr. Mesler and Mr. Cooper will provide an overview of the proposed regulations.

3:35 pm-4:25 pm
N – Legal Residency and Changing Legal Residency for Georgia State Income Tax Purposes Credits: 1.0 GN

Richard C. Litwin
The Litwin Law Firm, P.C. , Atlanta, GA

This session will (1) explain Georgia law on legal residency (domicile), (2) explain the obligations of a legal resident with regarding to reporting and paying income tax on 100 percent of his/her income, (3) present the steps required to change legal residency to another state or country, and (4) examine the presumption of continuing legal residence and other traps that unwary taxpayers face when trying to prove that he/she has broken ties with Georgia and established legal residency in another state or country.


If you choose this option you will receive your materials as a downloadable PDF file.

eMaterials will be available for download approximately three business days prior to the event. For more information on eMaterials please visit ematerials.gscpa.org. Should you choose to receive eMaterials, printed materials will not be available at the event.

How to access eMaterials
o Go to http://www.gscpa.org and click on "My GSCPA" and then on "My eMaterials." You will be required to log in to access the document by using your gscpa.org login credentials.
o Click on "Download eMaterials" link associated with this conference.
o Download and save the document to your computer prior to the event.

Please note that once the materials are uploaded to the GSCPA website refunds, transfers and cancellations are not accepted.

Printed Materials

This option will allow you to pick up a printed manual when you check-in at the event.

Conference Site

Cobb Galleria Centre
2 Galleria Pkwy SE
Atlanta, GA 30339



For more information about hotel reservations, please refer to the information tab.