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TWENTY-SEVENTH ANNUAL TAX SYMPOSIUM

Date:

October 27, 2018

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.

New Location:

The Inn at St. John’s
44045 Five Mile Road,
Plymouth, MI 48170
Map


Symposium Agenda:

IRC §199A – Qualified Business Income
Stuart M. Bordman

  • Analysis of pass through deduction for qualified trades or businesses
  • Calculation before proposed regulations
  • Analysis of proposed regulations

College Funding – What’s New, What’s Old
Robert D. Kaplow

  • Recent Changes in Section 529 College Savings Plans
  • Other Alternatives for College Funding
  • Use of Section 529 Plans in Retirement Funding

Seven Ways to Leave Your Creditor
Earle I. Erman and David M. Eisenberg

  • Signs of Trouble
  • Overview of Business Insolvency Mechanisms
  • Out of Court Proceedings

Is Breaking Up Hard to Do? The 1031 Drop and Swap
Gary A. Kravitz

  • The Courtship: The use of LLC’s to acquire real estate and the basics of 1031 like-kind exchanges
  • The Conflict: What to do when parties have different objectives in the LLC’s sale of real estate
  • The Breakup: The “Drop and Swap” method, its obstacles and impediments and other factors for consideration

Roundup of Recent Tax Developments
William E. Sigler

  • TCIA Guidance
  • New Laws, Cases and Rulings
  • Practice Pointers

Health Care Planning and Compliance for Small Employers
Marc S. Wise

  • Permitted Health Care Financing Options for Small Employers
  • Health Care Documentation
  • Upcoming Form 5500 Changes

Estate Planning in a High Exemption Environment
Geoffrey N. Taylor

  • Review your estate plan documents, and if you don’t have any, get some!
  • Focus on income taxes instead of estate and gift taxes
  • Same as it ever was

What’s New About 401K Plan Hardship Withdrawals
Charles M. Lax

  • Extended withdrawal rules under the Bipartisan Budget Act of 2018
  • New IRS audit guidelines for documenting hardship withdrawals
  • The impact of TCJA on hardship distributions for casualty related home repairs