85th Institute on Federal Taxation

Tax attorneys Joshua Odintz and William Sherman and Private Wealth Services attorney Shaina Kamen will speak at the 85th Institute on Federal Taxation, hosted by the New York University (NYU) School of Professional Studies. The six-day program will provide tax practitioners with updates and practical guidance across major areas of federal taxation, including international tax, corporate transactions, trusts and estates, and tax controversies. Holland & Knight is proud to sponsor the event and support collaboration within the tax community.

Joshua will discuss developments affecting the U.S. taxation of foreign taxpayers and internationally headquartered businesses. He will address regulatory guidance involving foreign sovereigns, considerations for establishing and funding U.S. operations and the availability of benefits under the U.S.-Croatia Treaty, including their application to hybrid and reverse hybrid entities.

William will examine U.S. tax considerations for cross-border mergers and acquisitions (M&A) following recent changes to the controlled foreign corporation (CFC) rules and related international tax provisions. His discussion will cover taxable and tax-free acquisitions, recently issued pro rata share regulations, holding company planning and inversion transactions, helping practitioners evaluate the tax implications of acquiring foreign and U.S. companies.

Shaina will review recent tax and non-tax developments affecting trusts and estates professionals. She will examine legislative changes, regulatory guidance and noteworthy judicial decisions, providing attendees with current perspectives for advising individuals, families and fiduciaries on estate planning and administration.

Session Times and Topics

Inbound Planning and Hot Topics
November 16, 2026 | 8:30 – 10:15 a.m.
Speaker: Joshua Odintz

International Mergers and Acquisitions: U.S. Tax Considerations and Planning Techniques
November 16, 2026 | 3:00 – 5:00 p.m.
Speaker: William Sherman

Current Developments in Estate Planning and Taxation
November 20, 2026 | 8:30 – 9:30 a.m.
Speaker: Shaina Kamen