Events, Info & Blogs
Twenty-Fourth Annual Tax Symposium
November 14, 2015

Sheraton Detroit-Novi Hotel
21111 Haggerty Road,
Novi, MI  48375

 
Registration begins at 8:00 am and a continental breakfast will be served. The presentations will commence at 8:30 am and conclude at 12:30 pm.
 
4.0 CPE Credit Hours for Certified Public Accountants.

 
Online registration is closed. If you wish to attend the symposium, please sign up in person at the door.
 
 
 

Symposium Agenda:

  1. You’re The Trustee – Now What?
  2. Robert D. Kaplow
    • Trustee Duties
    • Fiduciary Duties to Beneficiaries
    • Accountings and Reports to Beneficiaries

  3. Prenuptial Agreements; Tax and Non-Tax Considerations
  4. Stuart M. Bordman
    • Financial Disclosure
    • Non Cash Considerations
    • Tax Considerations

  5. What You Need to Know About Like-Kind Exchanges
    • Master the Basic Requirements of an Exchange
    • Understand the Various Types of Exchanges
    • Learn How to Avoid Common Pitfalls

  6. Roundup of Recent Tax Developments
  7. William E. Sigler
    • New Laws, Cases and Rulings
    • Hot Topics
    • Practice Pointers

  8. Wage Audits – Challenges Involving Drivers, Tipped, and
    Minimum Wage Employees
  9. James M. Reid
    • What to Expect From a Department of Labor Audit
    • Reimbursement Requirements
    • Tip Credits

  10. Affordable Care Act – 3 Things to Know
  11. Marc S. Wise
    • Mid-Size Businesses are Now Subject to the ACA
    • Review of Form 1095 Reporting Requirements
    • Preparing for the Cadillac Tax


  12. Trusts and the Federal Tax Man
  13. Geoffrey N. Taylor
    • Overview
    • Computing Income Tax
    • Administrative Issues

  14. Putting the Lid Back On – Uncapping Michigan Property Taxes
  15. Gary A. Kravitz
    • How Does the Law Operate?
    • Joint Tenancies and Klooster v City of Charlevoix and Other Tips
    • The Effect of Public Act 310 of 2014

  16. If It Ain’t Broke, Don’t Fix It; But If It Is, Use VCP
  17. Charles M. Lax
    • Review of the IRS Voluntary Compliance Program (“VCP”) for Qualified Retirement Plans
    • What’s New in the VCP
    • Common Plan Failures that Require VCP

     

 
Online registration is closed. If you wish to attend the symposium, please sign up in person at the door.