Panel Discussion: Best Ideas from the Conference: Yours and Ours

• Martin S. Finn, CPA, J.D., LL.M., Partner, Lavelle and Finn, LLP
• Rob Keller, CPA, J.D., LL.M. (Taxation), Partner, Washington National Tax, KPMG
• Brandon Lagarde, CPA, J.D., LL.M. (Taxation), Partner, EisnerAmper
• David Lifson, CPA, Senior Advisor, Crowe LLP
• Daniel T. Moore, CPA, Owner, D.T. Moore & Company
• Annette Nellen, CPA, CGMA, Esq, Professor, MST Program Director, San Jose State University
• Shaune Scutellaro, CPA, Partner, CohnReznick, LLP
• Mrs. Sandi O. Thorman, CPA, Partner, GreerWalker LLP
• Melissa Wiley, J.D., Partner, Lowenstein Sandler LLP

Planning with a Surviving Spouse

• Steven Siegel, J.D., LL.M. (Taxation), President, The Siegel Group
• Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Sage View Advisory Group

The Income Taxation of Trusts and Estates

• Justin Miller, J.D., LL.M., TEP, AEP(R), CFP(R), Partner and National Director of Wealth Planning, Evercore Wealth Management

Post-Mortem & Disclaimer Planning

• Steven Siegel, J.D., LL.M. (Taxation), President, The Siegel Group

Sid Kess Award, Morning Announcements and IRS and Treasury Update

• Daniel T. Moore, CPA, Owner, D.T. Moore & Company
• David Lifson, CPA, Senior Advisor, Crowe LLP
• Douglas W. O'Donnell - Invited, CPA, Deputy Commissioner, Services & Enforcement, Internal Revenue Service
• Amalia Colbert - Invited, Commissioner, Small Business/Self-Employed (SB/SE), Internal Revenue Service
• Nikole C. Flax - Invited, CPA, J.D., LL.M. (Taxation), Deputy Commissioner, Large Business and International (LB&I) Division, Internal Revenue Service
• Edward Killen - Invited, J.D., Commissioner, Tax Exempt & Government Entities (TE/GE), Internal Revenue Service
• Kenneth C. Corbin, Commissioner, Wage and Investment Division, Internal Revenue Service
• James Lee - Invited, Chief, Criminal Investigation, Internal Revenue Service
• Erin M. Collins - Invited, National Taxpayer Advocate, Internal Revenue Service

Supporting AICPA Members through Tax Advocacy and in their Tax Practices

• Jan Lewis, CPA, Partner, Haddox Reid Eubank Betts PLLC
• Ed Karl, CPA, CGMA, Vice President - Taxation, AICPA
• Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA & CIMA

Inflation Reduction Act of 2022: Corporate AMT

• Susan Massey, J.D., LLM in International & Comparative Law, Director, Legal Research, Blue J Legal
• Ben Willis, MS, U.S. Tax Director, Blue J Legal

Powering Prosperity with Tax Advisory (Sponsored by Intuit)

• Jim Buffington, CPA, Advisory Services Leader, Intuit Accountants

State of Charitable Giving: From Basics to Billionaires

• Jeremiah W. Doyle, BS (Accounting), J.D.,LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management

Retirement Planning for Small Business Owners

• Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Sage View Advisory Group