Maddin Hauser will present its “33rd Annual Tax Symposium” as a webinar on Saturday, November 16, from 8:30 a.m. to 12:30 p.m. Webinar details will be provided to participants prior to the event.
The Symposium’s agenda will feature:
—Business Buy-Sell Agreements After Connelly v. IRS, with David B. Deutsch
• Primer on Buy-Sell Agreements
• Summary of Connelly v. IRS and its impact on Buy-Sell Agreements
• Planning and strategies after Connelly
—Appointing the Beneficiary as Trustee, with Geoffrey N. Taylor
• Are there creditor concerns?
• Are there tax issues?
• Isn’t this simply allowing the fox to guard the henhouse?
—Roundup of Recent Tax Developments, with William E. Sigler
• New laws, cases and rulings
• Hot topics and pending legislation
• Practice pointers
—They Gave the Building Back to the Bank: A Case Study on Forgiveness of Indebtedness, with Gary M. Remer
• The tax consequences of recourse vs. nonrecourse debt
• Issues impacting the disposition of the property
• Multiparty settlements and negotiations to minimize tax liability
—Planning for Disabled Clients (Physical or Mental Disabilities), with Robert D. Kaplow
• Testamentary capacity to execute documents
• How to best use trusts for the disabled beneficiary
• Advantages and disadvantages of an ABLE account
—New Salary Basis Rule for Exempt Employees and How It Affects Your Business, with Mariel Newhouse
• Discussion of the FLSA overtime rule and exempt versus non-exempt classifications
• Explanation of new Department of Labor rule
• Best practice for compliance moving forward
—How Tax Probate and Trust Administration Often Doesn’t Mesh, with Steven H. Malach
• Probate and trust accountings format and data vs. tax filing format and data
• Family disputes affecting tax filings
• Written will vs. trusts vs. no estate plan affect tax considerations and filings
—The CTA Deadlines Are Here: What Are You Waiting For?, with David H. Freedman and Jordan M. Small
• Status of challenges to the CTA and potential outcomes
• A defunct entity may not have a free pass
• Tidbits learned along the way
—SECURE 2: What’s Coming in 2025 and What Got Clarified in 2024?, with Charles M. Lax
• Required minimum distributions
• Catch-up limits for 401K Plans
• Automatic enrollment in 401K Plans
For additional information on the Symposium or to register, visit https://maddinhauser.com/event/thirty-third-annual-tax-symposium.
The Symposium’s agenda will feature:
—Business Buy-Sell Agreements After Connelly v. IRS, with David B. Deutsch
• Primer on Buy-Sell Agreements
• Summary of Connelly v. IRS and its impact on Buy-Sell Agreements
• Planning and strategies after Connelly
—Appointing the Beneficiary as Trustee, with Geoffrey N. Taylor
• Are there creditor concerns?
• Are there tax issues?
• Isn’t this simply allowing the fox to guard the henhouse?
—Roundup of Recent Tax Developments, with William E. Sigler
• New laws, cases and rulings
• Hot topics and pending legislation
• Practice pointers
—They Gave the Building Back to the Bank: A Case Study on Forgiveness of Indebtedness, with Gary M. Remer
• The tax consequences of recourse vs. nonrecourse debt
• Issues impacting the disposition of the property
• Multiparty settlements and negotiations to minimize tax liability
—Planning for Disabled Clients (Physical or Mental Disabilities), with Robert D. Kaplow
• Testamentary capacity to execute documents
• How to best use trusts for the disabled beneficiary
• Advantages and disadvantages of an ABLE account
—New Salary Basis Rule for Exempt Employees and How It Affects Your Business, with Mariel Newhouse
• Discussion of the FLSA overtime rule and exempt versus non-exempt classifications
• Explanation of new Department of Labor rule
• Best practice for compliance moving forward
—How Tax Probate and Trust Administration Often Doesn’t Mesh, with Steven H. Malach
• Probate and trust accountings format and data vs. tax filing format and data
• Family disputes affecting tax filings
• Written will vs. trusts vs. no estate plan affect tax considerations and filings
—The CTA Deadlines Are Here: What Are You Waiting For?, with David H. Freedman and Jordan M. Small
• Status of challenges to the CTA and potential outcomes
• A defunct entity may not have a free pass
• Tidbits learned along the way
—SECURE 2: What’s Coming in 2025 and What Got Clarified in 2024?, with Charles M. Lax
• Required minimum distributions
• Catch-up limits for 401K Plans
• Automatic enrollment in 401K Plans
For additional information on the Symposium or to register, visit https://maddinhauser.com/event/thirty-third-annual-tax-symposium.
