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ADVANCED TAX INSTITUTE – DAY 2 – ESTATE PLANNING ISSUES

Description

Designed for CPAs with an interest in business law, ATI is four days of programming covering the new tax laws, rules and regulations, with each day having a specific focus – including the latest business and estate planning issues. Multi-day discounts are available. See agenda below:

Provider
Maryland Association of CPAs
Course Level
Advanced
Professional Area of Focus
Tax
Personal Financial Planning
CPE Field of Study
Taxes
8
Who Should Attend
CPAs in practice and industry and Attorneys
Location
 
Martin’s West
6817 Dogwood Rd
Woodlawn, MD 21244 US
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When
Nov 12, 2019
8:30 am - 4:40 pm EDT
Location
Martin’s West
6817 Dogwood Rd
Woodlawn, MD 21244 US
Total CPE Credits
8
Format
In-Person

Agenda

Day 1

11/12/2019
8:30 am
Unwinding Insurance Transactions

Speaker: Todd Steinberg, Loeb & Loeb LLP

 

10:00 am
Break
10:15 am
Estate Planning/Recent Tax Developments

Speakers: Beth Kaufman & Megan Wernke, Caplin & Drysdale

12:00 pm
Lunch
1:00 pm
Planning for Portability and Tax Basis Issues

Speaker: Jordon Rosen, Belfint, Lyons, Shuman

2:40 pm
Break
2:55 pm
1202 or Internet Social Media and Electronic Issues

MEMBER


$ (% off)
$240.00
Price includes $50 early registration discount(s) - expires 10/14/2019
Price increases to $290.00 on 10/15/2019

NON-MEMBER


$ (% off)
$240.00
Price includes $50 early registration discount(s) - expires 10/14/2019
Price increases to $290.00 on 10/15/2019
Become A Member

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ADVANCED TAX INSTITUTE – DAY 2 – ESTATE PLANNING ISSUES


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