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Schedule of Events: Thursday, October 24, 2019

8:00 a.m. Registration and Continental Breakfast

8:30 a.m. Ethics and Professionalism Presentation:Ethical Considerations for Tax Lawyers and Advisors: A Roadmap to Where to Draw the Line

Chuck Hodges

Jones Day ®
Atlanta, GA

Anne Wurtzebach

DLA Piper

Description: The Internal Revenue Manual states that “[a]voidance of taxes is not a criminal offense. Any attempt to reduce, avoid, minimize, or alleviate taxes by legitimate means is permissible.” IRM presentation, conducted by two tax controversy attorneys, will focus on those rules that govern tax advisors and their attempt to take positions that legally and ethically minimize their clients’ tax liabilities.The rules include Circular 230, ABA Opinions, AICPA rules, as well as state bar rules, which in some instances could present different conclusions. The presenters will use hypotheticals to guide the tax advisor through the maze of these ethical rules.

10:20 a.m. Refreshment Break

10:35 a.m. 2019 Tax Update for Pass-Through Entities

Kyle V. Brown
Washington, DC

David Zangrilli
Ft. Lauderdale, FL

Description: This session will discuss select provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) as they apply to pass-through entities.

12:25 p.m. LUNCHEON (included in registration fee)

1:10 p.m. Beyond the Land of Oz: Comparing Opportunity Zones, Like-Kind Exchanges and Charitable Remainder Trusts

Ramsay H. Slugg
Bank of America N.A.
Fort Worth, TX

Description: Taxpayers detest capital gains taxes! This presentation will compare and contrast three discrete techniques to defer and avoid capital gains taxes to determine which maybe best in a particular client situation.

2:10 p.m. Health Savings Accounts Update: The Basics and Beyond

Tara DeVore
Willis Towers Watson
Cleveland, OH

Mike Mace
Willis Towers Watson
Clayton, MO

Description: The session will review HSA basics as well as key considerations, advantages and challenges with plan design, administration, communication and tax impact from both an employer and employee perspective. The session will illustrate the broader implications and advantages of a strategic use of HSAs from a financial well-being perspective, quantifying the impact on income at retirement.

3:10 p.m. Refreshment Break

3:25 p.m. International Update

Ed Hood

Professor Emeritus,
UMKC School of Law,
Kansas City, MO

Description: This presentation will describe how the2017 Tax Cuts and Jobs Act affected international tax planning in a dramatic and significant fashion. In addition, this presentation will focus on the IRS implementation of this legislation.

4:25 p.m. Adjourn and Networking Reception

Schedule of Events: Friday, October 25, 2019

8:00 a.m. Registration and breakfast

8:30 a.m. Estate Planning in 2019 and Beyond: Estate Planning for High Net-Worth Individuals and Families

Eric A. Ess
Husch Blackwell LLP
Phoenix, AZ

Description: The presentation will begin with a discussion of the process of approaching an estate plan design including the current gift, estate and generation-skipping transfer tax laws. It will also discuss what clients truly care about — taking care of their families and how to avoid the sometimes harmful impact of wealth. The presentation will cover what types of planning clients are doing now through several case studies and a discussion of recent client conversations.

10:30 a.m. Refreshment Break

10:45 a.m. Tax Controversy: Assessments and the Appeals Process

Maureen Monaghan

Chief Counsel
Missouri State Tax Commission

Description: This presentation will be an overview of ad valorem assessments in Missouri and the procedures to contest an assessment.

11:45 p.m. LUNCHEON (included in fee)

12:30 p.m. Economic Update

Yung-Yu Ma, Ph.D.
Chief Investment Strategist
BMO Wealth Management – U.S.
Portland, OR

Michail Gournis

Private Wealth Advisor
BMO Private Bank
Chicago, IL

Description: This presentation will be a discussion of the current economic environment and the impact of recent economic news.

1:10 p.m. S-Corporation Hot Spots in Light of the Tax Cuts and Jobs Act

Kathy Hettick, EA, ABA, ATP,
Owner, Hettick Accounting &Tax LLC
Enumclaw, WA

Description: For the last several years, S-Corporations have been the most popular entity for a small business, and the recent Tax Cuts and Jobs Act had a big impact in a variety of ways. This session will cover what you need to know about the tax act provisions and their affect on S-Corporation “hotspots,” including a review of QBI §199, cash versus accrual basis, shareholder loans and distributions, reasonable compensation, fringe benefits and more.

Biography: Kathy Hettick, EA, ABA, ATP, is the owner of Hettick Accounting & Tax, LLC. She has owner her business for over 30 years, providing tax preparation and accounting services to small businesses and individuals. She is an active member of several professional organizations including NSA, NAEA, WAATP and WSSEA. Kathy has spoken and presented at professional events both locally and nationally, including the IRS Nationwide Tax Forums. She has held numerous leadership positions at local, state and national levels, including NSA President. Kathy currently serves as the Internal Revenue Service Advisory Council (IRSAC) Co-Chair for 2019. In her free time, she enjoys hiking, biking, and spending time with family and friends.

2:10 p.m. Refreshment Break

2:25 p.m. 2019 Individual Tax Update

Susan Jones
St. Louis, MO

Description: The Tax Cuts and Jobs Act continues to create opportunities and frustrations for tax practitioners and their clients, including the interpretation of newly issued Regulations, unresolved technical drafting errors and related compliance challenges. This session will explore these complexities and what can be expected as we close out the 2019 filing season.

3:25 p.m. The ground has shifted - State and Local Tax (SALT) update in a post TCJA and Wayfair World

Sidney S. Silhan
Ernst & Young LLP
Atlanta, GA

Description: This topic will address developments in the state and local tax arena as related to federal tax reform and the impact of recent Supreme Court decisions on nexus. The speaker will consider the impact on state income tax and state sales and use tax implementation practices across the states, as well as general adoption of tax reforms provisions.

4:25 p.m. Adjourn

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