Date: December 6, 2017
Time: 7:30am - 11:00am
Event Type: Seminar
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:
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.
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.
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.
The purpose of a donor agreement is to clearly establish that donor is not the child's legal parent.
Letters of Administration? "Interested Persons"? Accounts? Learn about the Maryland Probate Process.
Missteps, such as misclassification of employees and paying workers "salary," can lead to claims.
Get tips for paying accident-related medical bills in Virginia, Maryland and D.C.
The laws are complex and provide for significant penalties for any violations.