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Maddin Hauser's 32nd Annual Tax Symposium

Thirty-Second Annual Tax Symposium



November 11, 2023


8:30 am – 12:30 pm


Four CPE credits will be available to CPAs who are eligible.


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.

Download Symposium Materials

To register, please scroll to the form at the bottom of the page.

Symposium Agenda:

A Client Asked Me About Preparing a Federal Estate Tax Return. Pshaw! How Hard Can That Be?
Geoffrey N. Taylor

  • Must a return be prepared?
  • Should a return be prepared?
  • How is a return prepared?

Preparing for the Corporate Transparency Act Regulations
Jordan M. Small

  • Who is required to report, and when?
  • Conducting an analysis of reporting obligations under the new regulations
  • Preparing your clients for the CTA

Forms Which Must Be Prepared by Accountant in Connection With:
Stuart M. Bordman

  • Business start up
  • Asset sale
  • Liquidation and dissolution

Roundup of Recent Tax Developments
William E. Sigler

  • New Laws, Cases and Rulings
  • Hot Topics and Pending Legislation
  • Practice Pointers

Pulling the Cap Off of Uncapping Events
Andrew M. Harris

  • A brief overview of Proposal A tax law in Michigan
  • How to identify “Uncapping” Events under Proposal A, with a special emphasis on recent trends involving municipalities sending letters informing businesses of unforeseen “Uncapping” Events
  • How to avoid these recent “Uncapping” Events

Past Death’s Door – Post Mortem Tax Planning
Robert D. Kaplow

  • Tax elections
  • Timing of Funding and Distributions
  • Portability

Hot Topics in ERC’s: IRS Guidance and Moratoria
Jordan B. Segal

  • IRS guidance and its oversight of ERC vendors                                                                         
  • How to identify the reputable ERC vendors
  • Practical effects of IRS moratorium on processing

Noncompete Agreements in Business Transactions
Rita M. Lauer

  • The purpose of a Non-Compete Clause                                                                                     
  • Is a Non-Compete Clause viable and enforceable?
  • Reporting the consideration for a Non-Compete on Form 8594

5 (of Many) Changes Included in SECURE 2.0 You Should be Aware of
Charles M. Lax

  • What is SECURE 2.0?
  • What are the key changes that your clients and you should be aware of?
  • What new planning opportunities are now available?

Registration for this event is now closed.