Events, Info & Blogs
TWENTY-SEVENTH ANNUAL TAX SYMPOSIUM
 
October 27, 2018
 

>DOWNLOAD SYMPOSIUM MATERIALS 

 
NEW LOCATION:
The Inn at St. John's 
44045 Five Mile Road, Plymouth, MI 48170
 
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.

 
 

REGISTER NOW

Symposium Agenda

  1. IRC §199A – Qualified Business Income
  2. Stuart M. Bordman
      • Analysis of pass through deduction for qualified trades or businesses
      • Calculation before proposed regulations
      • Analysis of proposed regulations

  3. College Funding – What’s New, What’s Old
    Robert D. Kaplow

      • Recent Changes in Section 529 College Savings Plans
      • Other Alternatives for College Funding
      • Use of Section 529 Plans in Retirement Funding

  4. Seven Ways to Leave Your Creditor
    Earle I. Erman and David M. Eisenberg

      • Signs of Trouble
      • Overview of Business Insolvency Mechanisms
      • Out of Court Proceedings

  5. Roundup of Recent Tax Developments
  6. William E. Sigler
      • TCIA Guidance
      • New Laws, Cases and Rulings
      • Practice Pointers

  7. Is Breaking Up Hard to Do? The 1031 Drop and Swap
    Gary A. Kravitz and Kevin M. Henry

      • The Courtship: The use of LLC’s to acquire real estate and the basics of 1031 like-kind exchanges
      • The Conflict: What to do when parties have different objectives in the LLC’s sale of real estate
      • The Breakup: The “Drop and Swap” method, its obstacles and impediments and other factors for consideration

  8. Health Care Planning and Compliance for Small Employers
    Marc S. Wise

      • Permitted Health Care Financing Options for Small Employers
      • Health Care Documentation
      • Upcoming Form 5500 Changes

  9. Estate Planning in a High Exemption Environment
    Geoffrey N. Taylor

      • Review your estate plan documents, and if you don’t have any, get some!
      • Focus on income taxes instead of estate and gift taxes
      • Same as it ever was

  10. What’s New About 401K Plan Hardship Withdrawals
    Charles M. Lax

      • Extended withdrawal rules under the Bipartisan Budget Act of 2018
      • New IRS audit guidelines for documenting hardship withdrawals
      • The impact of TCJA on hardship distributions for casualty related home repairs

  11.  

 
DIRECTIONS TO
THE INN OF ST. JOHN’S
44045 Five Mile Road, Plmouth, Michigan 48170
______________________________________________________________________

From the East:
Take I-96 west toward Ann Arbor. After passing the I-275 interchange, I-96 becomes M-14.
Exit M-14 at the Sheldon Road exit.
Turn right onto Sheldon Road and continue for about half a mile.
Turn right onto Five Mile Road. Entrance to The Inn at St. John’s is on the right

From the West:
Follow M-14 east to Sheldon Road exit.
Turn right onto Sheldon Road.
Follow Sheldon Road for about half a mile.
Turn right onto Five Mile Road.
Entrance to The Inn at St. John’s is on the right.

From the South:
Take I-275 north to M-14.
Exit onto M-14 west towards Ann Arbor.
Follow M-14 west to Sheldon Road exit.
Turn right onto Sheldon Road.
Follow Sheldon Road for about half a mile.
Turn right onto Five Mile Road.
Entrance to The Inn at St. John’s is on the right.

From the North:
Take I-275 south to M-14.
Exit onto M-14 west towards Ann Arbor.
Follow M-14 west to Sheldon Road exit.
Turn right onto Sheldon Road.
Follow Sheldon Road for about half a mile.
Turn right onto Five Mile Road.
Entrance to The Inn at St. John’s is on the right.
 
Please register via the form below: