Introduction & Overview
Melissa Gillespie | Law Office of Melissa Gillespie

Hot Topics and Trends in Family Office Philanthropy
Laura Angel-Lalanne | Schulte Roth & Zabel LLP
Samantha Heffner | See Three Solutions
Cynthia Reed Altchek | Katten Muchin Rosenman LLP
Hillary Zilz | FJC

Hot Topics in International Taxation
Melissa Gillespie | Law Offices of Melissa Gillespie
Michael J. Miller | Roberts & Holland
Ian Shane | Barton LLP
Vanessa Tollis | Gide Loyrette Nouel LLP

Morning Coffee Break

Hot Topics in Taxation-Corporate/Partnership/Individual; Ethics
William M. Funk | Sills Cummis & Gross
James McCann | Schulte Roth & Zabel LLP

Hot Topics in Estate and Gift Taxation
Melissa Gillespie | Law Offices of Melissa Gillespie
Kevin Matz | ArentFox Schiff LLP

Networking Luncheon with Keynote Speaker
Megan Brackney | Kostelanetz LLP Chair Elect of the American Bar Association, Tax Section

Estate and Gift Planning with the International Client
Kevin Matz | ArentFox Schiff LLP

Partnership Continuations and Other Private Equity Pitfalls
John Barrie | McLaughlin & Stern
Stephen P. Foley | Davis + Gilbert
Vanessa Tollis | Gide Loyrette Nouel LLP

Navigating the Current Tax Controversy Landscape
Michael Goldberg | Goldberg Tax Law, LLC
Fran Obeid | MFO LAW, P.C.

OR

Hot Tax Issues for Funds and Fund Managers
Sonita Bennitt | Seward & Kissel, LLP
Philip S. Gross | Kleinberg Kaplan Wolff & Cohen, P.C.

Afternoon Coffee Break

Circular 230 Discussion: What should tax professionals do when they discover an error on a client’s prior tax return.
Michael Sardar | Kostelanetz LLP

OR

Jeopardy! Understanding the IRS’s Jeopardy Assessment Authority and Strategies for Contesting a Jeopardy Determination
Isaac M. Hoenig |Fox Rothschild LLP

Closing Remarks
Stephen P. Foley | Davis + Gilbert