64th Annual Tax Conference

64th Annual
William and Mary Tax Conference
November 7-9, 2018


Wednesday, November 7

5:00 – 7:00 p.m.

Topic:          Fundamentals of Partnership Taxation

Speakers:     Ari Berk and Drew Tidwell 

Thursday, November 8

8:00 – 8:20 a.m.

Registration and Continental Breakfast 

8:20 – 8:30 a.m.

Introductory Remarks

Mark C. Van Deusen 

8:30 – 9:30 a.m.

Topic:          Applying the New 20% Passthroughs Deduction under Section 199A in the Real World

Speakers:     Jim Sowell and tephen Giordano

Moderator:  Mark Van Deusen

9:30 a.m. – 10:50 a.m.

Topic:          The Intersection of the Estate Tax and the Income Tax

Speaker:       Tom Pauloski

 10:50-11:05 a.m.          Networking Break

 11:05 a.m. – 12:05 p.m.

Topic:          When are you an investor versus a dealer in real property?

Speakers:     Jim Sowell and Stephen Giordano

12:05 - 12:20 p.m.

12:20 - 1:20 p.m.        Networking Break

Lunch Session:      Virginia Hot Topics

Speaker:                 Craig D. Bell                      

A discussion surveying recent cases, rulings, legislation and developments of interests in the area of Virginia taxation.

 1:20 – 1:30 p.m.    Networking Break

 1:30 – 2:45 p.m.

Topic:          Excess Losses, Net Operating Losses, Passive-Activity Losses and the At-Risk Rules after Tax Reform

Speakers:     Brian O’Connor and Steven Starkey

2:45 – 3:45 p.m.

Topic:          Employee Benefits 

Speakers:     Taylor W. French and William G Tysse

 3:45 – 4:00 p.m.    Networking Break

 4:00 – 5:00 p.m.

Topic:          International Pitfalls       

Speaker:       Bill Sherman

 5:00 – 6:00 p.m.

Topic:          Partnership Audit Rules

Speaker:       Jerry August

Moderator:   Craig Bell


Friday, November 9

8:15 – 8:50 a.m.

Registration and Continental Breakfast

 8:50 – 10:30 a.m.

 Topic:          New Section 163(j) and the Rules of the Road for Depreciation and Like-Kind Exchanges after Tax Reform

Speaker:       Bob Schachat

Moderator:   Stephen Owen

10:30 – 10:45 a.m.          Networking Break

 10:45 a.m. to Noon

Topic:          M&A for Partnerships, S Corporations, and C Corporations

Speaker:       Jerry August

 Noon – 12:15 p.m.          Lunch Break

12:15 p.m. – 1:15 p.m.

Lunch Session:      Washington Update

Speaker:                 Evan Migdail

 1:15 – 1:30 p.m.              Networking Break

 1:30 – 3:00 p.m.

Topic:          Choice of Entity after Tax Reform

Speaker:       Penn Rogers

 3:15 – 4:45 p.m.

Topic:          Federal Tax Update

Speaker:       Stephen L. Owen

 This session will include a discussion of the “Top 15” current developments and tax planning opportunities.  The primary focus will be on transaction involving S corporations and limited liability companies.