Event Description
Half Day – Federal Tax Planning & Controversy
Sponsored by Chamberlain Hrdlicka & Forvis Mazars
Date: Wednesday – November 4, 2026
Time: Registration begins at 11:30 am
Speakers begin at noon, Program ends by 4:00, Happy Hour to Follow
12:00 –1:00pm: The IRS in the Post-DOGE Era,
a fireside chat with Tom, Chuck, and Chip Chambley of Forvis Mazars
1:00 – 2:00pm: The AI-Enabled Tax Function: Managing Privacy, Cyber, and Privilege Risk on Both Sides of the Return.
Speakers: Aly Dossa and Jared Weber
2:00 – 3:00pm: Preserving Wealth and Estate Planning for Executives.
Speakers: Steve Wyatt and Will Sneed
3:00 – 4:00pm: Tax Controversy from the Trenches.
Speakers: John Hackney, Karen Fleming, Caitlyn Meehan, and Sam Kuzniewski
Location: Chamberlain, Hrdlicka, White, Williams & Aughtry
191 Peachtree Street, N.E., Forty-Sixth Floor
Atlanta, GA 30303
Parking will be validated.
Topic: Tax Controversy, Federal Tax.
Learning Objective: At the conclusion of the program, participants should be able to:
· Identify current IRS organizational and enforcement developments affecting Federal tax administration
· Evaluate privacy, cybersecurity, and privilege risks associated with the use of artificial intelligence in tax functions.
· Recognizae selected estate and wealth tax optimization strategics relevatnt to exectuvies.
· Identify procedural and strategic considerations arising in federal tax examinations and controversies.
Speaker(s): Charles “Chuck” Rettig, Shareholder, Chamberlain Hrdlicka
Tom Cullinan, Shareholder, Chamberlain Hrdlicka
John Hackney, Chair – Tax Controversy, Chamberlain Hrdlicka
Aly Dossa, Chair – IP & Technology, Chamberlain Hrdlicka
Steve Wyatt, Shareholder, Chamberlain Hrdlicka
Sam Kuzniewski, Associate, Chamberlain Hrdlicka
John “Chip” Chambley, Partner, Forvis Mazars
Jared Weber, Senior Manager, Forvis Mazars
William Sneed, Managing Director, Forvis Mazars
Karen Fleming, Director, Forvis Mazars
Caitlyn Meehan, Senior Manager, Forvis Mazars
Program Level: Intermediate
Prerequisites: General familiarity with federal income tax concepts and corporate tax
administration.
Advance Preparation: None
Delivery Method: Group
Recommended CPE: 4.8 CPE (TAXES) (50-min. units)– 4.0 CLE (GENERAL) (60-min. units)
Requirements for CPE: To receive full CPE credit, participants must register, attend the qualifying instructional portions of the program, and complete all required attendance-verification activities. Partial credit will be determined based on documented attendance in accordance with the sponsor’s CPE policies. Participants will be informed before the program of any required polling questions, attendance codes, sign-in procedures, or other verification activities.
Who Should Attend: Tax Directors & Tax Professionals in industry
Registration and Fees: TEI Atlanta Chapter meetings are open to TEI members and non-members. Please confirm your attendance no later than 5 pm five business days prior to meeting via the link below. If you have dietary restrictions, please make notation when registering, and we will try to make accommodations. If you are having difficulty registering for this event using the link below, please e-mail Katie Reiland O’Grady at atlanta@chapters.tei.org.
Meeting Fees are $75 for Members and $100 Non-members.
Season Pass: To provide a cost-effective alternative for TEI members, we offer a Season Pass that covers registration for all regular meetings and our half-day or full-day seminars. The Season Pass will also provide a reduced price to our annual social event. The 2026 – 2027 Annual Pass will cover events occurring between July 1, 2026, and June 30, 2027. The 2026–2027 Season Pass is available for $310 and may be purchased through TEI Atlanta Chapter. Additionally, we are offering “early bird” pricing of $250 for those that purchase prior to September 4, 2026. As a special welcome, we are providing a fifty-percent discount for the Season Pass fee for any first time TEI member who joined TEI after March 1, 2026. The discount will apply to the Season Pass rate at the time purchased ($125 during the early bird discount period; $150 afterwards). To claim the discount to the Season Pass, new TEI members must contact the TEI Atlanta Chapter at atlanta@chapters.tei.org to sign up as a new member. The reduced-price Season Pass offer does not apply to those who renew a prior expired membership from the previous four years (expiring in 2021, 2022, 2023, 2024, or 2025).
Purchase 2026 – 2027 Season Pass
REFUND POLICY AND “NO SHOW” FEE
If the individual signs up for a meeting and cannot make it, cancellations can be made for a full refund if received before noon two days prior to the meeting. CANCELLATION MUST BE BY E-MAIL TO THE TREASURER, CAROLYN HAMILTON (ATLANTA@CHAPTERS.TEI.ORG). There is no refund if a person signs up and does not attend. If a person registers using a Season Pass and does not attend the event, TEI reserves the right to charge the holder a “no-show fee” to recover a portion of Chapter or sponsor costs. The “no-show” fee for 2026-2027 is $30.
For more information regarding administrative policies, please contact David Greenberg (atlanta@chapters.tei.org).
TEI - Atlanta Chapter is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Complaint Resolution Policy: Complaints regarding the program, instructors, facilities, administration, or CPE credit should be submitted in writing to the TEI Atlanta Chapter at atlanta@chapters.tei.org. The Chapter will review the complaint and communicate its resolution to the complainant. Complaints regarding a registered CPE sponsor may also be submitted to the National Registry of CPE Sponsors through its website.