Tax Law 2022: 3 General, 1 Dual

Courses Included

• Tax Law Forum 2022: Tennessee Tax Updates
  
  

  This session will cover hot topics and updates on recent legislation, litigation and rulings.

  Bernadette Welch, Tennessee Department of Revenue

  Phil Fitzgerald, Tennessee Department of Revenue

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  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Philip FitzGerald, Tennessee Department of Revenue, Nashville
  • M. Bernadette Welch, Tennessee Department of Revenue, Nashville
    M. Bernadette Welch is Senior Tax Counsel for the Tennessee Department of Revenue.  Previously, she worked in the Tax Division of the Tennessee Attorney General's Office.  She received her...
• Tax Law Forum 2022: Required Minimum Distributions
  
  

  This course covers required minimum distributions from retirement accounts and the resulting tax implications.

  Shelton Swafford Chambers, Chambliss Bahner & Stophel 

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  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Shelton Chambers, Chambliss Bahner and Stophel, Chattanooga
    Shelton works primarily in the areas of tax and estate planning serving trusts, tax-exempt and not-for-profit organizations, and she holds significant experience in public accounting and estate...
• Tax Law Forum 2022: Ethical Issues Relating to Tax Law Practice
  
  

  This session will cover ethical issues commonly encountered by tax lawyers, including the representation of organizations, conflicts of interest, and confidentiality.

  Steven Christopher, Tennessee Board of Professional Responsibility

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  Course Information

  Format:Online VideoDual Credits:1.00General Credits:0.00

  Speakers/Producers

  

  • Steven Christopher, Board of Professional Responsibility of the Supreme Court of Tennessee, Brentwood
    Steven J. Christopher is Deputy Chief Disciplinary Counsel in the Investigations Section of the Tennessee Board of Professional Responsibility. Prior to working at the Board, Steven was the Managing...
• Tax Law Forum 2022: Over-rated? How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning
  
  

  For the past decade, historically low interest rates—not valuation discounts or the huge gift and estate tax exclusion (currently $12.06 million)—have been the cornerstone of wealth transfer planning strategies established by ultra-high-net-worth families. But with surging interest rates and low growth expectations, that is likely to change. In this interactive session, Tom Pauloski, National Managing Director of Bernstein’s Wealth Strategies Group, will discuss why these seismic economic changes may profoundly affect how tax professionals advise wealthy families. The next generation of wealth transfer plans may look more like those created in the 1990s than like recent plans, which have been driven largely by near-zero capital costs.

  Tom Pauloski, AllianceBernstein 

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  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Thomas Paulowski, AllianceBernstein,
    Thomas J. Pauloski is a National Managing Director of Wealth Strategies; he works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and...