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Fourteenth Annual Tax Symposium



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


I. 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

II. 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

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

Debt Financed Income
Prohibited Transactions
Other Tax and Nontax Considerations


I. 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

II. Representing Emerging and Growing Businesses – William E. Sigler

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