Advanced Tax Institute- Day 2- Estate Planning Issues

Date: November 14, 2017 Time: 8:30 am - 4:40 pm EST Location: Baltimore, MD CPE: 8 Format: In-Person
EVENT 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.

 

8 – 8:30am – Registration and continental breakfast

 

Topics and speakers for the day

8:30 – 10am – Planning with GRATs, Sales to IDGTs and Other Freezes and GST Related Planning – Speaker (s):  Mr. N. Todd Angkatavanich, Esq., Withers Bergman

10:15am – 12:pm – Update on Estate and Gift Tax Legislation and Cases – Speaker (s):  Ms. Beth Shapiro Kaufman, Esq., Caplin & Drysdale

1 – 2:40pm –Malpractice as it Relates to Estates and Trusts – Speaker (s):  Ms. Deborah Rood, CPA, MST, Continental Casualty Company/CNA  and Mr. Sean Ginty, Esq., CNA – Lawyers Insurance Program

This session will focus on malpractice issues relating to estate and trust planning as well as those acting as a fiduciary. The session will be split between two speakers representing companies underwriting liability insurance for professionals. One will focus on issues from the perspective of CPAs and the other will focus on issues from the perspective of attorneys.

 

2:55 – 4:40pm – ESOPs in Succession Planning – Speaker (s):  Mr. Steven Greenapple, Esq., Steiker, Greenapple & Fusco, P.C.

Steven Greenapple has extensive experience in structuring, financing, documenting and closing transactions involving Employee Stock Ownership Plans (ESOPs). This session will focus on ESOPs as a powerful and flexible tool for business succession planning and ownership transition, in a tax-advantaged transaction.

LEARNING OBJECTIVES
Estate Planning Issues
EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
Personal Financial Planning Tax
CPE FIELD OF STUDY
Taxes (8 Credits)
WHO SHOULD ATTEND
CPAs in Practice and Industry and Attorneys
COURSE LEVEL
Advanced
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