Events


This trio of presentations will update accountants and financial planners on topics affecting their clients. Attorneys from Stein Sperling’s Tax Law and Estates + Trusts departments will offer three sessions in one morning program worth a total of 3 CPE credits.

Federal Tax Update • David S. De Jong, LL.M., CPA, CVA • 1 CPE Credit

 

In this fast-moving presentation, David will select the most significant or interesting developments in federal income taxation during 2015-2016 that figure to be useful and relevant to accountants and financial planners. The developments discussed will affect individual and business taxation, retirement and estate planning as well as tax procedure.

Reporting Foreign Income & Assets • Mark W. Schweighofer, LL.M. • 1 CPE Credit

 

IRS continues to focus significant resources on taxpayers with income or assets located overseas. Mark will provide an overview of the reporting requirements (including FBARs, Form 8938 and Form 5471), a summary of the programs offered by the IRS to date to address past omissions, including the Offshore Voluntary Disclosure Program (“OVDP”) and the streamlined compliance filing procedures, as well as practical strategies for helping clients come into compliance. 

Estate Planning Developments • Steven A. Widdes, LL.M. • 1 CPE Credit

 

Steve will cover what accountants and financial planners need to know about recent developments in estate planning and new (and sometimes tried and true) approaches to these developments from an attorney’s perspective. Analysis of the changes will focus on how the interplay between estate taxes and increased basis considerations/techniques impacts planners’ efforts to preserve asset protection and goals for clients and their beneficiaries. 

REGISTRATION IS CLOSED FOR THIS EVENT.

Questions? Contact Dana Romero at 301-838-3246.


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