Thirty-Fourth Annual Tax Symposium Materials and Video Presentations
Date:
November 8, 2025
Time:
8:30 am – 12:30 pm
Credits:
Four CPE credits will be available to CPAs who are eligible.
Location:
This year’s Symposium will be presented virtually. Webinar details will be provided to participants prior to the event.
Download a printable pdf of the agenda
Symposium Agenda
HELP! My [Client’s] Child is Starting College
Robert D. Kaplow
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- Scholarships and Financial Aid
- Tax Credits
- Self-Funding – College Savings Plans, Education Savings Accounts, and more
The Wizard of (Q)OZ: Rural Riches and Urban Upsides in Qualified Opportunity Zones (QOZs)
Jordan B. Segal
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- Permanent program with re-designations starting in 2026
- Enhanced tax benefits, especially for rural zones
- New reporting and compliance requirements that accountants must know
Qualified Small Business Stock (“QSBS”)
David B. Deutsch and David H. Freedman
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- History and legislative intent
- Requirements for QSBS qualification and tax benefits
- Planning opportunities, practical challenges and pitfalls
Roundup of Recent Tax Developments – Including OBBBA!
William E. Sigler
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- New laws, cases and rulings
- Hot topics and pending legislation
- Practice pointers
Planning with Intention: Charitable Giving & IRAs
Carly R. Kolo
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- What is a Qualified Charitable Distribution (QCD)?
- Give more, pay less (in taxes)
- Key errors to watch out for
A Fiduciary Client is Different
Steven H. Malach
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- Representing a POA
- Representing a Guardian/Conservator/Personal Representative
- Representing a Trustee
You Can’t Take it With You, but Uncle Sam Can Take His Cut – An Overview of Federal Transfer Taxes
Geoffrey N. Taylor
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- Gift Tax
- Estate Tax
- Generation-Skipping Transfer Tax
Tax Planning Opportunities When Buying a Franchise
Gary M. Remer
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- Rollovers as Business Startups (ROBS) as a method to fund a franchise purchase
- Other alternative source of cash to fund the purchase
- Current beneficial tax provisions for franchisees
It’s Time to Catch Up on the 401(k) Catch-up Contribution Rules
Charles M. Lax
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- How catch-up contributions actually work
- Super catch-up contributions
- Catch-up contributions for high earners