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November 12, 2016

Sheraton Detroit-Novi Hotel
21111 Haggerty Road,
Novi, MI  48375

Registration begins at 8:00 am and a continental breakfast will be served. The presentations will commence at 8:30 am and conclude at 12:30 pm.
4.0 CPE Credit Hours for Certified Public Accountants.




Symposium Agenda:

  1. The (Dreaded) Proposed 2704 Regulations
    Geoffrey N. Taylor

      • What Do They Do?
      • When Do They Do It?
      • How Could They Do This?

  2. Everything You Wanted to Know About Historic Tax Credits, But Were Afraid to Ask
    Gary A. Kravitz

      • The Basics
      • Historic Boardwalk Case – Hogs Get Slaughtered
      • The Impact of Revenue Procedure 2014-12

  3. You Call That Art? – Issues Regarding Art and Collectibles
  4. Robert D. Kaplow

    • Who Gets the Picasso and Who Gets the Kaplow
    • Valuation and Basis
    • Income, Gift, and Estate Tax Considerations

  5. A Financial Evaluation of How to Comply with the Wage & Hour Department’s New Overtime Rule
    Kaitlin A. Brown

      • Exempt Employees: Before and After the New Rule
      • Options for Reclassifying Employees as Exempt or Non-Exempt
      • Bonus Payments: Implications of Reclassification

  6. Roundup of Recent Tax Developments
    William E. Sigler

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

  7. Tax Controversy: Tax Audits, Appeals and Litigation

      • How to Handle an IRS Audit for your Client
      • Appeals – What is Their Role and Function
      • Tax Court or District Court: What is Best for my Client

  8. Ethics and the Use of the Internet: Two Case Studies
    Charles M. Lax

      • The Impact of Social Media in the Workplace
      • What Role Does Circular 230 and the AICPA Code of Professional Conduct Play
      • The Need for a Social Media Policy Statement

  9. Health Care Compliance Testing
    Marc S. Wise

      • Types of Benefits
      • IRS Testing Requirements
      • Health Care Penalties

  10. The ABCs of Responding to a Subpoena

      • Basics of the Subpoena
      • CPA Confidentiality – Requirements for the Privileges to Apply
      • Steps to Avoid Inadvertent Disclosure of Privileged Information When Responding to a Subpoena and/or Giving Testimony

  11. Tax and Non-Tax Considerations of Offering Minority Interests in a Closely Held Business to Key Employees
  12. Stuart M. Bordman

    • Income to the Employee
    • Deduction to the Employer
    • Provisions in the Shareholder or Operating Agreement to Protect the Employer



Registration is closed.