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Fourteenth Annual Tax Symposium



October 29, 2005


You, the IRS, and Circular 230
Stuart M. Bordman

  • What Does Circular 230 Mean for Your Practice?
  • What Steps are Necessary for Compliance?
  • What is an Accuracy Related Penalty?

Suta Dumping
Ronald A. Sollish

  • 2005 Amendments to the Michigan Employment Security Act
  • Questionable Practices
  • How to Manage an Audit
  • Professional Risk

Settlements and Judgments – You Mean I have to Pay Taxes?
Geoffrey N. Taylor

  • Income Tax Consequences for the Plaintiff
  • Deductibility of Payments for the Defendant
  • Tax Consequences of Attorneys Fees


Nonqualified Deferred Compensation and the Effects of Code §409A

  • A Review of Nonqualified Deferred Compensation Prior to Code §409A
  • An Analysis of the Changes Made by Code §409A
  • Items to Review with Clients and Actions to Perform Going Forward

The Evolution of the Roth 401(k)

  • What is a Roth 401(k)?
  • Determining the Applicable Discrimination Testing
  • A Review of the Tax Advantages
  • Who Should Be Taking Advantage of Roth

Investing IRAs and Qualified Retirement Plans in Real Estate
Charles M. Lax

  • Debt Financed Income
  • Prohibited Transactions
  • Other Tax and Nontax Considerations


Structuring and Defending Family Limited Partnerships
Robert D. Kaplow

  • Are They Viable?
  • What Changes Need to be Made to Existing Entities?
  • How to Structure and Operate New Entities

Representing Emerging and Growing Businesses
William E. Sigler

  • Tax, Corporate, Securities, and Accounting Issues
  • Financing Sources and Strategies
  • Technology and Intellectual Property Rights