Tax Intensive

Wednesday, October 12, 2022

8:20 a.m. - 8:30 a.m.

Welcome and Announcements

8:30 a.m. - 9:30 a.m.

Different Types of Income   
Donna Jackson and Dennis Sandoval
[Session Description Coming Soon]

9:30 a.m. - 10:20 a.m.

2022 Tax Update
Shannon Laymon-Pecoraro
A reflection on tax law updates and changes since the 2021 conference.

10:20 a.m. - 10:40 a.m.

Break and Visit with Sponsors and Exhibitors

10:40 a.m. - 11:30 a.m.

Taxation of Cryptocurrency and Other Digital Assets
Deirdre Wheatley-Liss
[Session Description Coming Soon]

11:30 a.m. - 12:20 p.m.

SECURE Regulations
Robert Fleming and Dennis Sandoval
[Session Description Coming Soon]

12:20 p.m. - 1:40 p.m.


1:45 p.m. - 2:35 p.m.

Breakout Session 1

  • A Dime A Million: Special Needs Planning for the High-Net-Worth Family
    Mark D. Munson
    [Session Description Coming Soon]
  • Walking Through a 1041
    Hyman G. Darling 

    [Session Description Coming Soon]

2:40 p.m. - 3:30 p.m.

Breakout Session 2

  • De-mystifying DNI
    Letha McDowell

    DNI (“Distributable Net Income”) and its corresponding deduction is what sets trust taxation apart from all other types of tax. It is a topic that is often confusing and baffles CPAs and attorneys alike. This session will focus on DNI, how it is calculated, as well as how the deduction is calculated. Understanding DNI will help you advise clients on making appropriate distributions from trusts and estates to minimize tax liability as well as to ensure that you don’t advise a client to over distribute leaving them (and you) in a tax lurch.

  • General Taxations of SNTs
    Crystal West Edwards

    Special Needs Trusts are a powerful planning tool for clients. In this session, Crystal West Edwards will discuss the income, gift and estate tax treatment of special needs trusts, using relevant and timely case examples.

3:30 p.m. - 3:45 p.m.

Break and Visit with Sponsors and Exhibitors

3:50 p.m. - 4:40 p.m.

Breakout Session 3

  • The Kiddie Tax
    Deirdre Wheatley-Liss
    [Session Description Coming Soon]

  • Mediation and Tax Cases: A Match Made in Heaven?
    Michael A. Kirtland

    [Session Description Coming Soon]