Seminars
TWENTY-SIXTH ANNUAL TAX SYMPOSIUM

November 11, 2017

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.

 
 

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Symposium Agenda:

  1. A Review of the New Centralized Partnership Audit Regime
    Kevin M. Henry

      • Taxing the Partnership/LLC Directly for Audit Adjustments
      • What is the Role of the “Partnership Representative”?
      • Amendments to LLC Operating Agreement and Partnership Agreement

  2. The Accountant’s Role in the Due Diligence
    Process Purchase of a Business

    Stuart M. Bordman

      • Financial Analysis of Target
      • Recast Target’s Financial Statement
      • Review Tax Compliance of Target

  3. Serving as a Retained Expert Witness
  4. Michelle C. Harrell
      • Tips for a Successful Expert Experience
      • Best Practices for Getting Paid for Your Work
      • Expert Reports – Yes or No?

  5. Overseas Accounts and Trusts: What To Do if My
    Client has Offshore Assets

    Evan H. Kaploe

      • Taxation of Bitcoins
      • Filing and Reporting Requirements Under FACTA and FBAR
      • Offshore Voluntary Compliance Program

  6. Roundup of Recent Tax Developments
    William E. Sigler

      • New Laws, Cases and Rulings
      • Hot Topics
      • Practice Pointers

  7. A Financial Evaluation of How to Comply with the
    Wage & Hour Department’s New Overtime Rule

    Kaitlin A. Brown

      • Exempt Employees: Before and After the New Rule
      • Options for Reclassifying Employees as Exempt or Non-Exempt
      • Bonus Payments: Implications of Reclassification

  8. Honey We Can Cancel Our Trip to the Cook islands – Michigan Has an Asset Protection Trust Statute!
    Geoffrey N. Taylor

      • Requirements
      • Effects
      • Tax issues

  9. Controlled and Affiliated Service Groups – A Quick Overview
    Charles M. Lax

      • Why are They Relevant?
      • How to Spot Them
      • What to Do if One is Present

  10. Status of ACA – The Rash that Won’t Go Away
    Marc S. Wise

      • Latest Proposals in Congress
      • Growing Up to Be a Large Employer
      • ACA Penalties – 1094/1095, Assessments and Error Reports

  11. The Why and How of Non-Charitable Purpose Trusts
  12. Robert D. Kaplow
        • Pet Trusts
        • Firearm Trusts
        • Trusts for Gravesites and Other Family Assets



     

 
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