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
Jun - 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
May - Hale E. Sheppard: The Conservation Easement Controversy
May - Shelton Chambers: 2025 – What's the Big Deal?
Jun - Courtney J. Vinson: Deconstructing the Partnership Debt Allocation Rules
Jun - Brad Pittman: R + D Tax Credits
Oct - Amar Patel: Intro to Cost Segregation-KBKG
Oct - Jesse Stanley: 179D Today and Tomorrow-KBKG
Nov - David Peters: Small Business Planning: Insuring Closely Held Businesses and Their Owners
Dec - Michelle Baker: Lead Better, Live Well Soft Skills Workbook
Dec - Will Hitchcock: The Corporate Transparency Act
2025 Events
Jan - Ian Williams: Interplay of R&D Credits and 174 Capitalization-Legislative UpdatesFeb - Shelton Swafford: 2025-What's the Big Deal
Feb - David Zaiken & Brad Pittmand: Planning for a Trump Future
Jun - Jason D Steele, CPA & Nathan Blackwell, CPA: Section 461(L) Limitation on excess business losses of noncorporate taxpayers
Aug - Shelly Carmichael: Navigating Site Selection, Incentives, Maximizing ROI, Mitigating Risks
Nov - Shawn Holland: Fortune Favors The Insured
Dec - Samual Montgomery and John Mark Griggs: Tax Focused Financial Planning
Dec - Tripp Thurston: FireCrown Case Study
2026 Events
Jan - Brandee A. Tilman:"SALT" State and Local Tax PresentationFeb - Hale Sheppard: 1. Limited Partner Exception to SECA Taxes: Five Decades of Battles Recent Taxpayer Victory Open Issues
Feb - Hale Sheppard: 1. Outline-Limited Partner Exception to SECA Taxes: Five Decades of Battles Recent Taxpayer Victory Open Issues
Feb - Hale Sheppard: 2. Charitable Giving: IRS Enforcement Actions in Normal and Unexpected Areas
Feb - Hale Sheppard: 2. Outline-Charitable Giving: IRS Enforcement Actions in Normal and Unexpected Areas
May - Christopher J. Picciurro: 1. Growth and Retention Client Acquisition Strategies
May - Christopher J. Picciurro: 2. Tax Planning for Businessess
Jun - Nick Oles: How To Catch a Phish 2026
Jul - David R. Peters: Education Planning: 529 Plans
Sep - Brian Wages: Cost Segregation & State Tax Credits