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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 EST
Location
Martin’s West
6817 Dogwood Rd
Woodlawn, MD 21244 US
Total CPE Credits
8
Format
In-Person

Agenda

Day 1

11/12/2019
8:00 am
Registration & Continental Breakfast
8:30 am
Unwinding Insurance Transactions

Speaker: Todd l. Steinberg, Esq. – Loeb & Loeb LLP

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

Speakers: Beth Kaufman Esq. & Megan Wernke Esq., – Caplin & Drysdale

12:00 pm
Lunch
1:00 pm
Update on Special Needs Planning in 2019

Speaker: Mary O’Byrne, Esq. – O’Byrne Law, LLC

2:40 pm
Break
2:55 pm
Important Issues in Modern Trust Design

Speaker: Lawrence Macklin, Esq. – Bank of America

4:40 pm
Day 2 Concludes

MEMBER

$ (% off)
$290.00

NON-MEMBER

$ (% off)
$290.00
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ADVANCED TAX INSTITUTE – DAY 2 – ESTATE PLANNING ISSUES

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