Bankruptcy Taxation Moderator: Dennis Bean, CIRA (Dennis Bean and Company) Speakers: Robert Pope (Gullett Sanford Robinson & Martin), Mark Wallace (Stutman, Triester & Glatt), Jay Crom, CIRA (Bachecki, Crom & Co. CPAs), Alan Barton, CIRA (KPMG), Elizabeth Berry, CIRA (Elizabeth C. Berry, CPA, PLLC), M. Kathleen Klein (M. Kathleen Klein CPA), Michael Barton (KPMG), Joseph Dawson, CIRA (Dawson & Gerbic), Lee Zimet (Deloitte Tax, LLP), Robert Liquerman (KPMG)
The morning program will include a comprehensive presentation of recent cases dealing with tax issue developments with an emphasis on the impact of BAPCPA; panel discussion of the recent IRS notices covering reporting compliance matters affecting estates of individuals and tax clearance procedures; a presentation about dealing with COD issues outside of bankruptcy; and pre-bankruptcy tax planning.
The afternoon program will be devoted entirely to corporate reorganization tax issues starting with a review of the basic rules governing debt relief, change of ownership and planning for the preservation of tax attributes, and expanding to issues involving consolidated entitles.
Financial Advisors’ Toolbox: Litigation in Bankruptcies and Related Proceedings Moderator: Matthew Schwartz, CIRA (Bederson & Company LLP) Speakers: Hon. Alfred M. Wolin (Saiber Schlessinger), Hon. Francis G. Conrad, CIRA (Weiser LLP), Gregory R. Haworth, (Duane Morris LLP), Robert K. Malone (Drinker Biddle), Charles S. Lunden (Bederson & Company LLP), Wayne Walker (Walker Nell Consultants, Inc.), Eric Danner, CIRA (TRG), Margaret Hunter, CIRA (PENTA A Protiviti Company)
The panelists will discuss various topics a financial advisor could encounter during a bankruptcy litigation proceeding, including:
Valuation of businesses and collateral in bankruptcy and workouts
Providing expert testimony
ADR and other techniques to drive settlements
Trustee litigation
Investigative techniques
Risk management
9:45 -10:00am
Morning BreakSponsored byGrant Thornton LLP
12:00 - 1:00pm
Lunch with Keynote Speaker Diane C. SwonkSponsored byPENTA A Protiviti Company
3:00 - 3:15pm
Afternoon BreakSponsored byBlackman Kallick
6:30 - 8:30pm
Opening ReceptionCo-Sponsored byAlvarez & Marsal and Duane Morris LLP