TWENTY-FOURTH ANNUAL TAX SYMPOSIUM

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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