Events

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This trio of presentations will update accountants and financial planners on topics affecting their clients. Attorneys from Stein Sperling’s Tax Law and Estate and Trust groups will offer three sessions for a total of 3 CPE credits on Wednesday, December 6, 2017. Register by Monday, November 27, 2017.

Breakfast will be served at 7:30 AM followed by the three presentations.

Topics will include:

Top 40 Federal Tax Developments of 2017 by David S. De Jong

 

The session will focus on reviewing the leading federal tax regulations, cases and rulings of
2017. Even in a year likely to lack major tax legislation, the body of tax law changes rapidly.
Developments affecting individuals and businesses will be featured but the session will also cover
retirement plans, estate planning and procedure.

Estate Planning Tips for Wealthy Clients by Steven A. Widdes

Pending a determination of the future of estate tax, married couples with wealth over $11 million
and single individuals with estates over $5.5 million may face a 40 percent federal tax on their
excess estates. This session will feature techniques to reduce large estates tax burden and pass
wealth to next generations.

Dealing with the IRS in 2018 by Eric J. Rollinger

Taking away in-person Appeals conferences in most instances was a bad idea and they have
now been restored, among the many changes in dealing with the IRS. This “when to” and “how
to” program will be a practicum on handling audits, appeals and collection including Offers in
Compromise installment agreements, innocent spouse and bankruptcy tax issues.

Register

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