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Singleton
B. Wolfe Memorial Federal Tax Conference
October 29-30, 2009
Co-sponsored
by:
The University of Tennessee Conference Center
600 Henley Street, 4th Floor
Knoxville, Tennessee
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About the Conference:
You are invited to participate in the 2009 Singleton B. Wolfe Memorial Tax Conference on October 29-30, 2009, at the University of Tennessee.
The objective of the conference is to update participants on federal and state tax laws and present instruction in related tax domains. Participants may earn up to 16.0 CPEs.
The conference is co-sponsored by the University’s College of Business Administration and Division of Outreach and Continuing Education.
This conference is named for the UT professor who spearheaded the past Federal Tax Conferences held by the University. Singleton B. Wolfe began his professorship at UT on Jan. 1, 1981, after serving as assistant commissioner of Internal Revenue Service, where he worked for 34 years. A Distinguished Lecturer Emeritus of the University of Tennessee, Knoxville, Wolfe continued to assist UT in its response to its continuing education mission by serving as the chair for the Federal Tax Advisory Board until his death on Nov. 11, 1999.
For his diligence and leadership, the University of Tennessee and the Federal Tax Conference Advisory Board have decreed that henceforth this conference will be called The Singleton B. Wolfe Memorial Federal Tax Conference.
Program Learning Objectives:
The objective of this course is to provide the learner exposure to changes in taxation regulations and policies. This course has an advanced curricula designed for taxation professionals.
Prerequisites:
There are no prerequisites to this course.
Registration Fee:
Early registration is $245 per person through October 16. The registration fee is $265 per person beginning Oct. 17. The registration fee includes program materials, lunch and breaks, and parking in the Locust Street garage or the Hilton Hotel garage (only). There will be an additional charge for all continuing education units.
Agenda
Thursday, October 29, 2009
7:30 - 8:15 a.m. -- Registration and Continental Breakfast
Session #1
Moderator: Jim R. Shelby, CPA, The Trust Company, Knoxville, Tenn.
8:15 - 8:30 a.m. - Welcome Address
Dr. Jan Williams, Dean and Professor of the College of Business Administration, University of Tennessee
8:30 - 10 a.m. -- Current State Tax Developments: Legislative, Judicial, and Administrative
Reagan Farr, Esq., Commissioner, Tennessee Dept. of Revenue, Nashville, Tenn.
Michael D. Sontag, Esq., Bass, Berry & Sims, Nashville, Tenn.
G. Michael Yopp, Esq., Waller, Lansden, Dortch & Davis, PLC, Nashville, Tenn.
10 - 10:15 a.m. -- Refreshment Break
10:15 a.m. - Noon -- 2009 Federal Income Tax Update
John D. Houston, CPA, Houston & Associates, Chattanooga, Tenn.
12:15 - 1:15 p.m. -- Lunch
Session #2
Moderator: Maurice W. Gerard, Esq., Stone & Hinds, PC, Knoxville, Tenn.
1 - 2:15 p.m. -- Internal Revenue Service Collections Panel
Ellen Dolby, Director of Collections, Gulf States Region, Internal Revenue Service, Nashville, Tenn.
Leslie Shields, Esq., Shields & Ellis, PLLC, Knoxville, Tenn.
Al Kolak, Retired, Assistant Commissioner of Collections, Internal Revenue Service, Washington, D.C.
2:15 - 2:30 p.m. -- Refreshment Break
2:30 - 3:45 p.m. -- IRS Potpourri
John Lee, Gulf States Territory Examine Manager, Internal Revenue Service, Nashville, Tenn.
Joel Abbott, Senior Stakeholder Liaison Mid-South Area (SBSE), Internal Revenue Service, Nashville, Tenn.
3:45 - 4 p.m. -- Refreshment Break
4 -5 p.m. -- Update on Benefit Plan Changes
Amy Roth, CPA, President, Unity Benefit Services, Inc., Knoxville, Tenn.
Friday, October 31, 2008
7:30 - 8 a.m. -- Registration and Continental Breakfast
Session #3
Moderator: Susan A. Foard, CPA, Pugh & Company PC, Knoxville, Tenn.
8 - 9:30 a.m. -- Current State Tax Developments (Legislative, Judicial and Administrative)
Regan Farr, Commissioner, Tennessee Dept. of Revenue, Nashville, Tenn.
Michael D. Sontag, Esq., Bass, Berry & Sims, Nashville, Tenn.
G. Michael Yopp, Esq., Waller, Lansden, Dortch & Davis, PLC, Nashville, Tenn.
9:30 - 9:45 a.m. -- Refreshment Break
9:45 - 10:45 a.m. - Retirement Benefits and Trusts: Sophisticated Beneficiary Choices
Stacy Ellison Roettger, The Trust Company, Knoxville, Tenn.
10:45 - 11 a.m. -- Refreshment Break
11 - Noon -- Tax Issues Related to Divorce
Robert Vance, Lattimore, Black, Morgan & Cain, PLC, Knoxville, Tenn.
Noon - 1 p.m. -- Lunch
Session #4
Moderator: Richard A. Goldstine, CPA, HG&A Associates, Knoxville, Tenn.
1 - 2 p.m. -- State Specific Required Ethics for CPAs (This session meets the one-hour requirement by the Tennessee State Board of Accountancy. Specific attendance records will be kept for this session.)
James K. Myers, CPA, Knoxville, Tenn.
2 - 3 p.m. -- Ethics Bowl
Anne M. McKinney, Esq., Anne McKinney, PC., Knoxville, Tenn.
Richard A. Goldstine, CPA, HG&A Associates, Knoxville, Tenn.
3 - 3:15 p.m. -- Refreshment Break
3:15 p.m. - 4:25 p.m. --Estate Planning/Family & Marriage
Anne M. McKinney, Esq., Anne McKinney, PC, Knoxville, Tenn.
 The
University of Tennessee (108229)
is registered with the National
Association of State Boards of Accountancy (NASBA), as a sponsor of continuing
professional education on the registry
of CPE Sponsors. State Boards of Accountancy
have final authority on the acceptance
of individual courses for CPE credit. Complaints
regarding registered sponsors may be addressed
to the National Registry of CPE Sponsors,
150 Fourth Ave. North, Suite 700, Nashville,
TN, 37219-2417. Phone: 615-880-4200 |
Continuing
Education Units
16.0 Continuing Professional Units (CPEs) will be available to participants who complete the entire program requirements and pay a fee of $15. Continuing Legal Education and Specialization Units (CLEs) have been applied for and, if approved, will be available for a fee of $28. All continuing education forms will be available at the registration desk during the seminar.
Contact information
The
University of Tennessee, Department of
Conferences
Singleton Wolfe Memorial
Federal Tax Conference
P.O. Box 2648
Knoxville, Tennessee 37901
Phone: 865-974-0280
Fax: 865-974-0264
E-mail: conferences@tennessee.edu
Cancellation
Policy
Your registration fee minus a $25 processing fee will be refunded if it becomes necessary for you to cancel your registration before October 16, 2009. From October 17-28, 2009, the refund will be pro-rated to cover guarantees. There will be no refunds on or after October 29, 2009. However, substitutions are welcome at any time. Cancellations and substitutions must be sent to us in writing. Mail cancellations or substitutions to: UT Conferences, Attn: Singleton B. Wolfe Memorial Tax Conference, P.O. Box 2648, Knoxville, TN 37901-2648. Our you may fax to: (865) 974-0264. For more information regarding administrative policies such as complaint and refund, please contact our offices at (865) 974-0250.
Location
The
program sessions will take place at the
UT Conference Center, located at 600
Henley Street on the fourth floor and
situated directly across the street from
the Knoxville Hilton and the Holiday
Inn Select. As the temperature in each
room varies, it is advisable to bring
a sweater to ensure your comfort during
the sessions. Directions >>
Parking
While parking is available all around the UT Conference Center, free parking is available only in the Locust Street garage, provided space is available. Your parking ticket will be validated at the registration table.
Tax Conference Advisory Board
Chair
Richard A. Goldstine
Certified Public Accountant
HG&A Associates, P.C.
Knoxville, Tenn.
Members
Susan A. Foard
Certified Public Accountant
Pugh & Company, P.C.
Knoxville, Tenn.
Maurice W. Gerard
Attorney at Law
Stone & Hinds, P.C.
Knoxville, Tenn.
Jim R. Shelby
Certified Public Accountant
The Trust Company
Knoxville , Tenn.
Anne M. McKinney
Attorney at Law
Anne M. McKinney, P.C.
Knoxville, Tenn.
Daniel P. Murphy, PhD.
Deloitte & Touche Professor of Accounting
University of Tennessee
College of Business Administration
Knoxville, Tenn.
Al Kolak
Retired
Internal Revenue Service
Washington, D.C.
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