facebook twitter linkedin google gplus pinterest mail share search arrow-right arrow-left arrow print vcard




November 12, 2016


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.

CPE Credits:

4.0 CPE Credit Hours for Certified Public Accountants.


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

Download the presentation book | View photos from the event

Symposium Agenda:

Welcome Presentation
Steven D. Sallen

The (Dreaded) Proposed 2704 Regulations
Geoffrey N. Taylor

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

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

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

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

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

Roundup of Recent Tax Developments
William E. Sigler

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

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

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

Health Care Compliance Testing
Marc S. Wise

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

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

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

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