8:00 AM 9:00 AM
7:00 AM 8:00 AM
6:00 AM 7:00 AM
5:00 AM 6:00 AM
2:00 PM 3:00 PM
8:00 AM 6:00 PM
7:00 AM 5:00 PM
6:00 AM 4:00 PM
5:00 AM 3:00 PM
2:00 PM 12:00 AM
9:00 AM 9:10 AM
8:00 AM 8:10 AM
7:00 AM 7:10 AM
6:00 AM 6:10 AM
3:00 PM 3:10 PM
George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin
9:10 AM 10:00 AM
8:10 AM 9:00 AM
7:10 AM 8:00 AM
6:10 AM 7:00 AM
3:10 PM 4:00 PM
Moderator
Robert Velotta, Partner
Cohen & Company
Miri Forster, Partner and National Tax Controversy Leader
Eisner Advisory Group LLC
Eric Emrich, CPA, CMA, Chief Financial Officer, Treasurer and Principal
Lubert-Adler Management Company, LP
10:00 AM 10:50 AM
9:00 AM 9:50 AM
8:00 AM 8:50 AM
7:00 AM 7:50 AM
4:00 PM 4:50 PM
Colleen McHugh, CPA, Partner-in Charge
Marcum
Joe Zhou. Private Equity, STS International Senior Manager
BDO
Victoria Rincon, Manager, International Tax
RSM US LLP
10:50 AM 11:10 AM
9:50 AM 10:10 AM
8:50 AM 9:10 AM
7:50 AM 8:10 AM
4:50 PM 5:10 PM
11:10 AM 12:00 PM
10:10 AM 11:00 AM
9:10 AM 10:00 AM
8:10 AM 9:00 AM
5:10 PM 6:00 PM
• Evaluate how crypto losses can decrease the tax liability of other assets
• Discuss implications of the wash-sale rule and where it may apply
• Identify best practices for state-by-state filing on crypto
Mark Leeds, Partner
Mayer Brown
Roger Brown, Global Head of Tax Strategy
Chainalysis Inc.
12:00 PM 1:00 PM
11:00 AM 12:00 PM
10:00 AM 11:00 AM
9:00 AM 10:00 AM
6:00 PM 7:00 PM
1:00 PM 1:50 PM
12:00 PM 12:50 PM
11:00 AM 11:50 AM
10:00 AM 10:50 AM
7:00 PM 7:50 PM
Morgan Klinzing, Partner
Troutman Pepper
Nick Heijkoop, Partner Global Structuring
PricewaterhouseCoopers
1:50 PM 2:40 PM
12:50 PM 1:40 PM
11:50 AM 12:40 PM
10:50 AM 11:40 AM
7:50 PM 8:40 PM
Erica England, Chief Financial Officer (Moderator)
The Wolcott Organization
Robert Wall, Partner
Akerman
Ali Kazimi, Managing Director
Hansuke Consulting
2:40 PM 3:00 PM
1:40 PM 2:00 PM
12:40 PM 1:00 PM
11:40 AM 12:00 PM
8:40 PM 9:00 PM
3:00 PM 3:50 PM
2:00 PM 2:50 PM
1:00 PM 1:50 PM
12:00 PM 12:50 PM
9:00 PM 9:50 PM
Moderator
George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin
Timothy Noonan, Partner
Hodgson Russ LLP
Randy Varner, Counsel
Troutman Pepper
3:50 PM 4:40 PM
2:50 PM 3:40 PM
1:50 PM 2:40 PM
12:50 PM 1:40 PM
9:50 PM 10:40 PM
Moderator
Robert Velotta, Partner
Cohen & Company
Michael Spiro, Partner
Finn Dixon & Herling LLP
Irina Kimelfeld, Partner
EisnerAmper
4:40 PM 4:50 PM
3:40 PM 3:50 PM
2:40 PM 2:50 PM
1:40 PM 1:50 PM
10:40 PM 10:50 PM
George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin
4:50 PM 6:00 PM
3:50 PM 5:00 PM
2:50 PM 4:00 PM
1:50 PM 3:00 PM
10:50 PM 12:00 AM
Join us for drinks, hors d’oeuvres, and face-to-face networking with peers.
8:00 AM 9:00 AM
7:00 AM 8:00 AM
6:00 AM 7:00 AM
5:00 AM 6:00 AM
2:00 PM 3:00 PM
8:00 AM 2:00 PM
7:00 AM 1:00 PM
6:00 AM 12:00 PM
5:00 AM 11:00 AM
2:00 PM 8:00 PM
9:00 AM 9:10 AM
8:00 AM 8:10 AM
7:00 AM 7:10 AM
6:00 AM 6:10 AM
3:00 PM 3:10 PM
George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin
9:10 AM 10:00 AM
8:10 AM 9:00 AM
7:10 AM 8:00 AM
6:10 AM 7:00 AM
3:10 PM 4:00 PM
• Explore how to invest in MLP investments
• Evaluate the benefits of tax-deferred accounts
• Analyze reporting for MLP’s on the K-1
Philip Gross, Partner
Kleinberg Kaplan
John Perry, Senior Tax Director
NGP Energy Capital Management
10:00 AM 10:50 AM
9:00 AM 9:50 AM
8:00 AM 8:50 AM
7:00 AM 7:50 AM
4:00 PM 4:50 PM
Jill Darrow, Partner
Katten Muchin Rosenman LLP
Ron Nardini, Partner
Vinson & Elkins LLP
10:50 AM 11:10 AM
9:50 AM 10:10 AM
8:50 AM 9:10 AM
7:50 AM 8:10 AM
4:50 PM 5:10 PM
11:10 AM 12:00 PM
10:10 AM 11:00 AM
9:10 AM 10:00 AM
8:10 AM 9:00 AM
5:10 PM 6:00 PM
Peter Bergren, Partner and Chief Financial Officer (Moderator)
Empyrean Capital Partners
Ron Nardini, Partner
Vinson & Elkins LLP
Janicelynn Park, Partner
Proskauer Rose LLP
12:00 PM 1:00 PM
11:00 AM 12:00 PM
10:00 AM 11:00 AM
9:00 AM 10:00 AM
6:00 PM 7:00 PM
1:00 PM 1:50 PM
12:00 PM 12:50 PM
11:00 AM 11:50 AM
10:00 AM 10:50 AM
7:00 PM 7:50 PM
Robert Welzel, Partner, Managing Director
WTS GmbH
Len Lipton, Managing Director
Globe Tax
1:50 PM 2:00 PM
12:50 PM 1:00 PM
11:50 AM 12:00 PM
10:50 AM 11:00 AM
7:50 PM 8:00 PM
George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin