2022 ADVANCED TAX INSTITUTE DAY 2 ESTATE PLANNING ISSUES

Description

To register for more than one day and receive a multi-day registration discount please use this landing page to register.

DAY TWO ESTATE PLANNING ISSUES
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Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.

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Provider
Maryland Association of CPAs
Course Level
Overview
Professional Area of Focus
Tax
Practitioners
Taxation
CPE Field of Study
Taxes
8
Location
 
Martin’s West
6817 Dogwood Rd
Woodlawn, MD 21244 US
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Event Information
When
Nov 8, 2022
8:30 am - 4:10 pm EDT
Location
Martin’s West
6817 Dogwood Rd
Woodlawn, MD 21244 US
Total CPE Credits
8
Format
In-Person

AGENDA

DAY 1 of 1 November 8, 2021
8:00 am - 8:30 am
Registration
8:30 am - 10:10 am
The In Marriage QDRO - Controlling Qualified Funds

Marcus Foote, Esq., Partner,  Kuehne & Foote, APLC

An In Marriage QDRO® allows a married couple to access qualified funds at any time and in any amount without penalty or restriction. The legal basis incorporates the ability of spouses to contract under state domestic relations law with the enforcement mechanism of a Qualified Domestic Relations Order (QDRO) under federal law. The presentation will provide a brief overview of the statutory and jurisprudential authorities allowing for an In Marriage QDRO® (IMQ), then get into the most common applications. These applications include delaying RMDs by transferring funds to a much younger spouse, obtaining a pension lump sum before new actuary table devalue national pensions, saving a pension in Long Term Health Planning and asset diversification by removing 401k funds to a privately managed IRA account ahead of retirement.

 

10:10 am - 10:20 am
Break
10:20 am - 12:00 pm
Annual Federal Tax Update

Meghan M. Federman,  Associate, Beth Shapiro Kaufman, J.D. Member, and Megan E. Wernke, Member, Caplin & Drysdale

 

Panelists will discuss recently issued and expected federal tax regulations and other IRS guidance relevant to estate planners. In addition, panelists will analyze and explain important developments in the case law from the past year. Since this program is being held on election day, we won’t be able to comment on the impact of the election, but the panelists will comment on recently enacted 2022 legislation.

 

12:00 pm - 12:45 pm
Lunch
12:45 pm - 2:25 pm
State / Federal Tax Controversy

Timothy Wagner, CPA, Partner, Nelson Mullins 

John Pontius, Founder Pontius Tax Law, LLC

2:25 pm - 2:35 pm
Break
2:35 pm - 4:15 pm
Dual Citizenship

Elizabeth Morgan, Elizabeth Morgan & Associates

NON-MEMBER


$ (% off)
$310.00
Become A Member

MEMBER


$ (% off)
$310.00

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2022 ADVANCED TAX INSTITUTE DAY 2 ESTATE PLANNING ISSUES


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