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BREAKFAST BITES: TAX LAW: Estate Planning in a (Sky) High Exemption Environment

09.18.19

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 1:
Overview of Developments for the Upcoming Tax Season and Meetings with Clients  

Presented By:
William E. Sigler

Wednesday
January 16, 2019
7:30 am – 9:30 am

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 developments with respect to Tax Reform. 


Session 2:
Basics of Section 199A–Deduction for Qualified Business Income  

Presented By:
Stuart M. Bordman

Wednesday
February 13, 2019
8:00 am – 9:30 am

Session pending 1 CPE credit for CPAs

This session will cover the Basics of Section 199A – Deduction for Qualified Business Income, including Explanations of Qualified Business Income, Specified Service Businesses, Qualified Trades or Businesses and Qualified Property.


Session 3:
The State of Health Care in 2019

Presented By:
Marc S. Wise

Wednesday / Thursday
May 15 & 16, 2019
8:00 am – 9:30 am

Session qualifies for 1 CPE credit for CPAs and 1 PDC for the SHRM-CPSM or SHRM-SCPSM.

A discussion of financing options for health care plans, including the latest rules for health reimbursement accounts, cafeteria plans, health savings accounts and wellness benefits.


Session 4:
Estate Planning in a (Sky) High Exemption Environment

Presented By:
Geoffrey N. Taylor

Wednesday
September 18, 2019
8:00 am – 9:30 am

Session qualifies for 1 CPE credit for CPAs

With the federal estate tax exemption at a mighty $11,400,000 and climbing, the estate planning landscape has shifted away from estate tax deferral and avoidance. At a minimum, existing plans need to be reviewed for appropriateness, even if the plan cannot (apparently) be modified. This session will examine the changing approach to estate planning as a result of the Tax Cuts and Jobs Act and analyze options for revocable and irrevocable trusts.

Registration Closed