Twenty-First Annual Tax Symposium

Our program will include a series of short presentations on a broad range of topics, providing useful information for the tax professional and planning opportunities for their clients.  The program will be conducted in a general session format only (without breakout sessions). 

Download the presentation book

Videos:

Steve Sallen: Opening Remarks

Charles Lax: Moderator

Ronald A. Sollish: Identifying Wage & Hour Compliance Issues

Robert D. Kaplow: Life Insurance – Friend or Foe

William E. Sigler: Roundup of Recent Tax Developments

Charles M. Lax: Knock Knock: Who’s There? The IRS Return Preparer Visitation Project

Richard F. Roth: Trust Protectors

Geoffrey N. Taylor: Modifying Irrevocable Trusts, Powers of Appointment, Backdoor Provisions, etc.

Marc S. Wise: Health Care Compliance for 2013/2014

Stuart M. Bordman: Mergers, Acquisitions and Combinations of Medical Practices