BREAKFAST BITES: TAX LAW – 2017 SERIES

Educational Series:

Maddin Hauser’s educational series, Breakfast Bites, will cover numerous topics.

Please review the agenda and sign up for the sessions you would like to attend using the form at the bottom of this page.

Location:

The sessions will be held at Maddin Hauser’s offices, located at 28400 Northwestern Hwy, 2nd Floor, Southfield, MI 48034. Click for map.

Complimentary continental breakfast will be provided.

Agenda:

Session qualifies for 1.5 CPE credits for CPAs  

As tax season is upon us, a refresher on important recent tax developments will help address issues that arise in counseling clients and assisting them with filing their tax returns. This session will cover both State and Federal tax developments, including issues such as the new partnership audit rules and the changes in Michigan’s flow-through entity withholding rules. Year-end tax legislation will also be covered. 

Session qualifies for 1 CPE credit for CPAs

This session will focus on tips and tricks to navigate your client through a tax audit, appeal and tax court litigation. Whether the taxpayer is in examination or collection, we will discuss important topics such as drafting a protest letter, preparing for examination, settlement and closing documents, and jurisdictional issues. We will also delve into the practice and procedure both administratively and judicially so that you can efficiently represent your client before and against the IRS with confidence.

Session qualifies for 1 CPE credit for CPAs

Contrary to the myth that having a trust avoids creditor claims, a Michigan resident historically could not protect his assets from creditors by simply transferring his assets into a trust for his benefit. Enter the Michigan Qualified Dispositions in Trust Act, which became effective March 8, 2017. If certain form and funding requirements are satisfied, a Michigan resident can create and transfer assets to a trust having another Michigan resident as trustee, continue to receive benefits from the assets, and protect the assets from claims of his creditors. We will discuss the parameters of this exciting new planning opportunity.