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November 11, 2017


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

Symposium Agenda:

The Why and How of Non-Charitable Purpose Trusts
Robert D. Kaplow

  • Pet Trusts
  • Firearm Trusts
  • Trusts for Gravesites and Other Family Assets

A Review of the New Centralized Partnership Audit Regime

  • Taxing the Partnership/LLC Directly for Audit Adjustments
  • What is the Role of the “Partnership Representative”?
  • Amendments to LLC Operating Agreement and Partnership Agreement

The Accountant’s Role in the Due Diligence Process Purchase of a Business
Stuart M. Bordman

  • Financial Analysis of Target
  • Recast Target’s Financial Statement
  • Review Tax Compliance of Target

Serving as a Retained Expert Witness

  • Tips for a Successful Expert Experience
  • Best Practices for Getting Paid for Your Work
  • Expert Reports – Yes or No?

Overseas Accounts and Trusts: What To Do if My Client has Offshore Assets

  • Taxation of Bitcoins
  • Filing and Reporting Requirements Under FACTA and FBAR
  • Offshore Voluntary Compliance Program

Roundup of Recent Tax Developments
William E. Sigler

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

Employer’s Guide to UIA Tax Filings & Responding to Claims
Kaitlin A. Brown

  • Employee Eligibility & Disqualification Criteria
  • How to Protest Claim for Unemployment Insurance Benefits: Hearing & Appeal Process
  • Action Plan of Protective Measures to Limit Liability

Status of ACA – The Rash that Won’t Go Away
Marc S. Wise

  • Latest Proposals in Congress
  • Growing Up to Be a Large Employer
  • ACA Penalties – 1094/1095, Assessments and Error Reports

Honey We Can Cancel Our Trip to the Cook Islands – Michigan Has an Asset Protection Trust Statute!
Geoffrey N. Taylor

  • Requirements
  • Effects
  • Tax issues

Controlled and Affiliated Service Groups – A Quick Overview
Charles M. Lax

  • Why are They Relevant?
  • How to Spot Them
  • What to Do if One is Present

Registration is closed: