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Conference Co-Chairs |
John Tittle, Jr., Crossroads, LLC
William L. Wallander, Vinson & Elkins
Lan Haverfield, CIT Business Credit
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June 23 : Pre-Conference Seminars
(Two Concurrent Sessions)
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| 7:30am
- 8:30am: |
Registration
& Continental Breakfast.
Sponsored By: Phelps Consulting Group
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| 8:30am - 4:45pm: |
Concurrent Sessions |
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Concurrent Sessions |
| FINANCIAL
ADVISOR'S TOOLBOX: Forensic Investigations
An introductory overview of the specialized
skills required to pursue forensic investigations within
the context of bankruptcy cases. Practical advice on
specific areas to look at when analyzing financial statements
along with effective report writing advice. Real life
examples of fraud schemes uncovered during the course
of workouts and bankruptcies. Various views of what
to include in a report, the discovery process and how
to handle deposition and cross-examination. What to
expect and how to respond when the authorities step
in.
| Co-Moderators:
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| |
Matthew
Schwartz, CIRA (Bederson & Company LLP) |
|
Grant
T. Stein (Alston & Bird LLP) |
| Panel
Members: |
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S. Gregory Hays, CIRA (Hays Financial
Consulting, LLC) |
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Ian Ratner (GlassRatner Advisory
& Capital Group LLC) |
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Grant
T. Stein (Alston & Bird LLP) |
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Michael Finn (CitiCapital) |
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Special Agent Brent McDaniel (CID) |
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Donald F. Conway (Mercadien PC
CPAs) |
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Gregory Haworth (Duane Morris) |
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Antony J. Walker, CIRA (TRG) |
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Gary L. Diamond, CIRA |
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Charles R. Goldstein, CIRA (Navigant
Consulting, Inc.) |
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Francis G. Conrad, CIRA (Business
Strategy Advisors) |
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Dennis Faulkner (Lain, Faulkner
& Co., PC) |
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David H. Judd (Neilson Elggren
LLP) |
BANKRUPTCY TAXATION
Listen to an in-depth analysis of the tax consequences
of abandoned property and related issues affecting individuals
and businesses. A recent case law update will inform
you of cases that have been decided in the past 12 -24
months involving tax issues associated with both private
and corporate bankruptcy. IRS Form 982 and attribute
reduction will be discussed, with the focus on the compliance
reporting involved in the cancellation of indebtedness
with reduction of tax attributes , including rules and
regulations. Discussion of the pros and cons to using
Liquidation trusts and Qualified settlement funds. Look
for pitfalls in developing a Chapter 11 plan. A corporate
tax planning case study will lead you through the intricate
world of corporate tax planning when debt relief is
involved.
| Moderator:
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| |
Dennis Bean, CIRA
(Dennis Bean & Company) |
| Panel
Members: |
| |
Professor Jack F. Williams (Georgia
State University College of Law) |
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Mark S. Wallace (Stutman Treister
& Glatt ) |
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Bob Pope (Gullett, Sanford, Robinson
& Martin PLLC) |
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Alan Barton, CIRA (KPMG LLP) |
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Matthew
Schwartz, CIRA (Bederson & Company LLP) |
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Michael Barton (KPMG LLP) |
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Dana L. Goldberg, (KPMG LLP) |
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| 9:45am
- 10:00am: |
Morning Break
Sponsored by Greenberg Traurig LLP |
| 12:00pm - 1:00pm: |
Lunch with Keynote Speaker
Jack F. Williams
Co-sponsored by: Business Strategy Advisors and
Weiser LLP |
| 3:00pm - 3:15pm: |
Afternoon Break
Sponsored by Munger, Tolles & Olson LLP
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| 7:00pm - 9:00pm: |
Opening Reception
Co-sponsored by Duane
Morris LLP and Houlihan
Lokey Howard & Zukin |
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