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Agenda

Thursday Friday Download Program Download Program Materials

Schedule of Events: Thursday, November 3, 2022

CLE: MO 8.0 hours includes 2.0 hours ethics / Credit pending KS, IA, NE,  IL, OK, MN CLE
CPE Credit 8.0 hours, CFP Credit and Insurance credit pending

8:00 a.m. Webinar Access (Thursday's link)

8:25 a.m. WELCOME AND ANNOUNCEMENTS

Institute Chairpersons:

Jordan Bergkamp
Jordan Bergkamp,
Husch Blackwell LLP
Scott Bruce
Scott Bruce,
MarksNelson, LLC

 

8:30-10:10 a.m. ETHICAL OBLIGATIONS FOR ATTORNEYS AND TAX PROFESSIONALS

A summary of what is new and “hot" at the IRS with regard to practice and procedure and ethics issues.

Prof. Steven M. Platau
Prof. Steven M. Platau,
John H. Sykes College of Business,
University of Tampa, Fl.

10:10 - 10:25 a.m. BREAK

10:25 - 11:45 a.m. PARTNERSHIP TAX UPDATE-HOT TOPICS

This session will focus on the latest changes to federal tax statutes, regulations, cases and rulings for partnerships. We will also look at any updates to reporting requirements for the 2022 compliance season.
Megan J. Whitlock
Megan J. Whitlock,
Moss Adams, Dallas, Tx.

11:45 - 12:30 p.m. LUNCH BREAK

12:30 - 1:15 p.m. CREATING VALUE WITH INCENTIVES & CREDITS

Identifying, understanding and securing incentives and tax credits can play a pivotal role in the success of our clients. This presentation will help educate the audience on relevant opportunities, recent legislation, and the type of processes that may be utilized to drive value at the federal, state and local level.
Aaron Aversman
Aaron Aversman,
EY, Houston, Tx.

1:15 - 2:15 p.m. PASS-THROUGH ENTITY TAXES AND OTHER SALT MAYHEM CAUSED BY EVENTS OVER THE
LAST FEW YEARS


This discussion will focus on the PTET, an outgrowth of the SALT cap imposed at the federal level. We will also spend some time talking about state tax nexus and how it has been impacted by the recent MTC position statement and the rise of Work From Home.
Sid Silhan
Sid Silhan,
EY, Atlanta, Ga.

2:15 - 2:30 p.m. BREAK

2:30 - 4:30 p.m. ESTATE PLANNING UPDATE: 2026 Is Coming—What Do We Do Now and After?

Congress has created another deadline for planners—On January 1, 2026, the exemption amounts will be cut in half. What should planners be doing now to prepare clients for this?
John R. Strohmeyer
John R. Strohmeyer,
Strohmeyer Law PLLC,
Houston, Tx.

4:30 p.m. ADJOURN

4:30 p.m. NETWORKING SOCIAL FOR IN-PERSON ATTENDEES

Schedule of Events: Friday, November 4, 2022

CLE: up to 9.0 hours includes 1.0 hour elimination of bias
CLE: MO 8.0 hours includes 1.0 hour elimination of bias / Credit pending KS, IA, NE,  IL, OK, MN CLE
CPE Credit 8.0 hours, CFP Credit and Insurance credit pending

8:00 a.m. WEBINAR ACCESS (Friday's Link)

8:25 a.m. Welcome and Announcements

Institute Chairpersons:
Jordan Bergkamp
Jordan Bergkamp,
Husch Blackwell LLP
Scott Bruce
Scott Bruce,
MarksNelson, LLC

8:30 - 9:20 a.m. US AND REGIONAL ECONOMIC OUTLOOK

The presentation will cover recent developments in both the US and regional economy
Jason Brown
Jason Brown,
Federal Reserve Bank of Kansas City, Mo.

9:20 - 10:20 a.m. STAGES OF TAX CONTROVERSY

This program will discuss the tax assessment process from audit to Tax Court or a refund action. We will cover IRS audits, including how the IRS collects information about taxpayers, common privileges, statutes of limitations, and tax assessments, as well the Appeals Process, and the methods for obtaining judicial review of IRS assessments.
Megan L. Brackney
Megan L. Brackney,
Kostelanetz & Fink, LLP
New York, New York

10:20 - 10:35 a.m. BREAK

10:35 - 12:35 a.m. BUSINESS AND INDIVIDUAL TAX UPDATE

In this session we will discuss recent developments and changes in business and individual
tax. Topics include the Inflation Reduction Act, tax court cases, and IRS
guidance that impact the 2022 tax year and beyond.
Amie Kuntz
Amie Kuntz,
RubinBrown
Jason Uetrecht
Jason Uetrecht,
RubinBrown

12:35 a.m. - 1:15 p.m. LUNCH BREAK

1:15 - 2:15 p.m. CRYPTOCURRENCY UPDATE


Prof. Del Wright, Jr.
Prof. Del Wright, Jr.,
Professor of Law, UMKC School of Law,
Kansas City, Mo.

2:15 - 3:15 p.m. DEATH, TAXES & CYBERSECURITY

Technology has transformed how information is used and shared. This presentation will review how information security regulations present a new certainty in the digital world.
Preston Bukaty
Preston Bukaty,
Senior Compliance Attorney, IntelePeer

3:15 - 3:30 p.m. BREAK

3:30 - 4:20 p.m. ELIMINATION OF BIAS PRESENTATION: Playing Favorites: The Hidden Dangers of
Implicit In-Group Bias

The American Psychological Association defines in-group bias as “the tendency to favor one’s own group, its members, its characteristics, and its products, particularly in reference to other groups.” Implicit bias researchers have found that in-group bias can have a significant impact on individuals, affecting the judgments and decisions we make as well as our behaviors. In fact, the research suggests that in-group bias is often more powerful than any out-group animus we harbor against people who are not like us. This session will explore the pitfalls of in-group bias and offer techniques for avoiding biased decision-making.
Dean Mikah K. Thompson

Dean Mikah K. Thompson,
Assoc. Dean for Diversity, Equity and Inclusion
University of Missouri – Kansas City School of Law, Kansas City, Mo.

4:20 p.m. ADJOURN

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