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Thirteenth Annual Tax Symposium



October 16, 2004

Exit Strategies

Stuart M. Bordman

  • What Do You Have to Sell?
  • How Much is it Worth?
  • Who Are the Potential Buyers?

Business Succession Planning Strategies

William E. Sigler

  • Plan Now or Pay Later
  • Kaizen
  • The Ways and Means

Incentives for Real Estate Developers

  • Low Income Housing Tax Credits
  • Federal and Michigan Historic Credits
  • Michigan Brownfield Credits

The Pendulum Swings at the IRS: Stepping Up Enforcement Activities

Charles M. Lax

  • Watch Out for Those Tax Avoidance Transactions
  • Professional Responsibility for Tax Professionals
  • New Programs to Ensure Compliance

Fixing Defects in Your Retirement Plan: How to Take it to the Repair Shop

  • General Information on the EPCRS
  • Identifying the Types of Errors That Can Be Corrected
  • The Error Correction Process from Error to Submission to Re-Qualification

The IRS Claims I Owe Them Money, What Do I Do?

  • The Ability to Enter into an Installment Agreement
  • Is Innocent Spouse Relief Available?
  • The Use of an Offer in Compromise

“Intentionally Defective” Grantor Trusts – Boon or Bane?

Robert D. Kaplow

• How to Use for Client’s Advantage

• Typical Provisions

• The Maddin, Hauser, Wartell, Roth & Heller, P.C. “GREAT” Trust

Reports of the Family LLC’s Death Have Been Greatly Exaggerated

Geoffrey N. Taylor

  • Why Family LLCs are Used in Estate Planning
  • How the Courts Have Treated Family LLCs
  • Structure of a Successful Family LLC

Creative Financing Using SCINS and Private Annuities

Richard F. Roth

  • What is a SCIN?
  • Private Annuity vs SCIN?
  • Estate of Costanza – A Great New Case!

Keeping the Family Cabin in the Family

  • Creating a Master Plan
  • Transfers from the Senior to the Junior Generations • Ongoing Management of the Cabin