Previous CTP Events
2011 Events
Sep. - Todd M. Colburn: What’s New In Retirement PlansOct. - Laura J. Malone: Helping Your Clients Leverage Their Assets
Nov. - Ron Levitt: Current Issues Facing S Corporations
2012 Events
Feb. - Phillip Hampton: Cloud ComputingMay - Tom Ray: Selected Bankruptcy Related Tax Problems
Nov. - Randall Van Dolson: Tennessee Changes in Gift and Inheritance Tax
2013 Events
Jan. - Leigh Griffith: The Taxpayer Relief Act of 2012 and Selected TN Tax UpdateFeb. - David Haddock: Ethics-Tennessee Specific
Feb. - Dana Perry: Elder Law 101: Navigating the Long-Term Care Maze
Feb. - Philip Postlewaite: Section 754: Trap for the Unwary, Tax Planning Tool or Both
Jun. - Scott Smith: Southeast States Annual SALT Roundup
Sep. - James Catanzaro: Affordable Health Care Act
Jun. - Allen L. Venet: From the Bazaar to the Bizarre: Planning and Administering Unusual Assets in Estates and Trusts
Nov. - Patrick Kelley: Health Care Legislation - Chattanooga
Dec. - Josh Hazelwood: Estate Tax Planning for Non US Citizens
2014 Events
Jan. - J. Kevin Stophel: An Overview of Changes in the 401k World: What You Need to KnowFeb. - Jeffrey L. Roth: Worker Misclassification Deficit Reducing Opportunity or Employer Nightmare
Mar. - Loren Chumley: MFA Update for Chattanooga Tax Practictioners
Apr. - Allen Hovious: Successful Family (Privately Held) BusinessTransitions
May - Timothy Brown: Save and/or Defer Taxes Through Export Operations-Utilization of an IC-DISC
Sep. - Eric Wallace: New Tangible Property Regulations
Oct. - James Catazanro: Affordable Healthcare Update
Nov. - David_Haddock: Tennessee Specific Ethics
Nov. - Larry Hyatt: Credit and Incentives Tennessee and Georgia
2015 Events
Jan. - Michael S. Goode: International Tax Issues / Foreign Asset DisclosureMar. - Leigh Griffith: Tennessee Revenue Modernization Act
May - Natalie B. Choate: Planning for Retirement Benefits-Part 1
May - Natalie B. Choate: Planning for Retirement Benefits-Part 2
2016 Events
Jan. - Sese Bennett: Cloud Security-Are the Risk Real2017 Events
Sep. - Justin Porter: Baby Boomer Exit PlanningOct. - Ron Levitt: Responding to the New IRS Partnership Audit Procedures
Nov. - John Huggard: Understanding Variable Annuities
2018 Events
Jan. - Jamie Mendelsohn: Advanced Planning Applications for Market-Based Life Insurance ValuationsFeb. - Billy Trout: TN Legislative Update
2019 Events
Jan. - John D. Houston: Federal Income Tax Update 2018Feb. - Hale. E. Sheppard, Esq.: International Tax Issues and Rising IRS Enforcement: Critical Matters in 2019 and Beyond
Mar. - Pat Kelly: The Centralized Partnership Audit Rules
Apr. - Mark Johnson: To Talk To Boards About Cyber
Jun. - J. Leigh Griffitn: Opportunity Zones Now Up and Jogging
2020 Events
Mar. - Lisa Rousseau & Alicia Barrett: TN Dept. of Revenue 2019 UpdateDec. - Miles Mason, Sr. JD, CPA: Seven Deadly Sins: How Divorces End Up One-Sided
2021 Events
Jan. - Carrie Turcotte: Planning for Disability and/or DeathFeb. - Dana Perry: Elder_Care_Law_Planning_and_Elder-Financial_Abuse
Jun. - Leigh Griffith: President Bidens Tax_Plans
Nov. - Justin Porter: Tax and Estate Planning for Retirees Post Secure Act.pdf
2022 Events
Mar. - Miles Mason: Divorcing the Business OwnerApr. - Jameson Miller: Cryptocurrency and Its Tax Consequences
May - James Purgason: The Economics of Private Equity
Sep. - Hale Sheppard: IRS Attacks the Dirty Dozen in 2022
Oct. - Bergin Fisniku: Recent Developments and Hot Topics
2023 Events
Feb. - Steve Pashley: Cryptocurrency Challenges in TaxationMay - Hale Sheppard: The Journey to Chaos SECA Taxes PPT
Jun - J Leigh Griffith: S Corps and “F” Reorganizations in M&A
May - J Leigh Griffith: Tennessee Works Tax Act of 2023
Nov - Abby Axelrod-Wunderman: Raising_the_Bar-Philanthropy_Must_Evolve
Dec - Larry Hyatt: Tennessee Tax Update
Dec - Nishani Vincent and Steve Davenpor: Digital Assets: Fundamentals, Controls, and Tax Issues
2024 Events
Jan. - Greg Reabold: A Deep Dive into Direct IndexingMar. - Gerald Reihse: OZ Basics