Events, Info & Blogs

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.



Symposium Agenda:

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

  3. A Review of the New Centralized Partnership Audit Regime
      • Taxing the Partnership/LLC Directly for Audit Adjustments
      • What is the Role of the “Partnership Representative”?
      • Amendments to LLC Operating Agreement and Partnership Agreement

  4. 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

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

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

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

  8. Roundup of Recent Tax Developments
    William E. Sigler

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

  9. Employer’s Guide to UIA Tax Filings & Responding to Claims
    Kaitlin A. Brown

      • Employee Eligibility & Disqualification Criteria
      • How to Protest Claim for Unemployment Insurance Benefits: Hearing & Appeal Process
      • Action Plan of Protective Measures to Limit Liability

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

      • Requirements
      • Effects
      • Tax issues

  12. 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


Registration is closed: