TWENTY-SIXTH ANNUAL TAX SYMPOSIUM

Symposium Agenda:

The Why and How of Non-Charitable Purpose Trusts
Robert D. Kaplow

• Pet Trusts
• Firearm Trusts
• Trusts for Gravesites and Other Family Assets

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

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

Serving as a Retained Expert Witness

• Tips for a Successful Expert Experience
• Best Practices for Getting Paid for Your Work
• Expert Reports – Yes or No?

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

Roundup of Recent Tax Developments
William E. Sigler

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

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

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

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

• Requirements
• Effects
• Tax issues

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

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