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Twenty-Fourth Annual Tax Symposium

11.14.15

Date:

November 14, 2015

Registration:

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.

Location:

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


Download the presentation book


Symposium Agenda:

You’re The Trustee – Now What?
Robert D. Kaplow

  • Trustee Duties
  • Fiduciary Duties to Beneficiaries
  • Accountings and Reports to Beneficiaries

Prenuptial Agreements; Tax and Non-Tax Considerations
Stuart M. Bordman

  • Financial Disclosure
  • Non Cash Considerations
  • Tax Considerations

What You Need to Know About Like-Kind Exchanges

  • Master the Basic Requirements of an Exchange
  • Understand the Various Types of Exchanges
  • Learn How to Avoid Common Pitfalls

Roundup of Recent Tax Developments
William E. Sigler

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

Wage Audits – Challenges Involving Drivers, Tipped, and Minimum Wage Employees

  • What to Expect From a Department of Labor Audit
  • Reimbursement Requirements
  • Tip Credits

Affordable Care Act – 3 Things to Know
Marc S. Wise

  • Mid-Size Businesses are Now Subject to the ACA
  • Review of Form 1095 Reporting Requirements
  • Preparing for the Cadillac Tax

Trusts and the Federal Tax Man
Geoffrey N. Taylor

  • Overview
  • Computing Income Tax
  • Administrative Issues

Putting the Lid Back On – Uncapping Michigan Property Taxes
Gary A. Kravitz

  • How Does the Law Operate?
  • Joint Tenancies and Klooster v City of Charlevoix and Other Tips
  • The Effect of Public Act 310 of 2014

If It Ain’t Broke, Don’t Fix It; But If It Is, Use VCP
Charles M. Lax

  • Review of the IRS Voluntary Compliance Program (“VCP”) for Qualified Retirement Plans
  • What’s New in the VCP
  • Common Plan Failures that Require VCP