Every year, the Chesapeake Tax Conference offers tax CPAs a robust look at the new changes and issues affecting tax accounting. The event features topics related to federal and state taxation, as well as specialty topics.

Learning Objectives
  1. Get updates on local tax issues.
Major Topics
Course Level
Professional Area of Focus
Legislative & Regulatory
Personal Financial Planning
CPE Field of Study
Who Should Attend
All CPAs with an interest in taxes and tax planning.
Advanced Preparation

Martin’s West, 6817 Dogwood Rd Baltimore, MD 21244-2608

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September 22 - 23, 2016
8:00 am - 5:00 pm EDT
Martin’s West, 6817 Dogwood Rd Baltimore, MD 21244-2608
Total CPE Credits
In-Person + Simulcast


DAY 1 of 2 September 22, 2016
7:30 am - 8:00 am
Registration & Continental Breakfast
8:00 am - 9:50 am
Federal Tax Update

Speaker: David DeJong, Stein, Sperling, Bennett, DeJong, & Discoll PC

Get prepared for the upcoming tax season by attending this update on legislative and regulatory developments.  In this session, you’ll also learn the implications these changes will have on tax planning for your clients.

9:50 am - 10:00 am
Networking Break
10:00 am - 11:30 am
Residential Real Estate

Speakers: Tom Nice, CPA & Daniel King, CPA, Cohn Reznick

11:30 am - 12:30 pm
12:30 pm - 1:45 pm
Planning for MD Estate Taxes/When Does it Make Sense to Pay?

Speaker: David Pessin, PK Law

1:45 pm - 3:00 pm
Affordable Care Act Update and Implementation

Speaker: Eddie Adkins, Grant Thornton LLP

3:00 pm - 3:15 pm
Networking Break
3:15 pm - 4:45 pm
What Professionals Need to Know about Changes in Social Security Claiming Strategies in 2016 and Beyond

Speaker: Jodi Davis, The Kelly Group

Social Security can be far more complicated than people realize. The decisions your clients make now can have a tremendous impact on the total amount of benefits they receive over their lifetime.  As professionals, staying on top of Social Security planning with clients is very challenging due to the complexities of the program, and add in the recent legislative changes, retirement planning just got even more complicated.  Jodi will review the basics of social security planning, and also provide a thorough review of the legislative changes and how strategizing with clients will truly give you the edge you need to boost your practice.   Jodi recommends Advisors and CPAs complete a Social Security audit on all clients and prospects who are receiving Social Security, or plan to file for benefits soon, to discover some missed benefits and client opportunities.  Client examples will be provided.

DAY 2 of 2 September 23, 2016
7:30 am - 8:00 am
Registration & Continental Breakfast
8:00 am - 9:15 am
Independent Contractor vs. Employee

Speaker: Russell Berger, Esq. Offit Kurman

9:15 am - 9:30 am
Networking Break
9:30 am - 11:00 am
Tax Ramifications of Sale or Conversion of a Business

Speaker: C.J. Persson, Esq., Adelberg, Rudow, Dorf & Hendler, LLC

1.25 CREDITS 11:00 am - 12:15 pm
R&D Credit and Domestic Production Activity Deductions

Speaker: Matt Mundorf, Deloitte Tax LLP

12:15 pm - 1:15 pm
1:15 pm - 2:15 pm
Cost Segregation and the Repair Regulations

Speaker: Kevin Jerry, CSSI

2:15 pm - 2:30 pm
Networking Break
1 CREDIT 2:30 pm - 3:30 pm
The Economist Who Loved Me

Speaker: Anirban Basu, Sage Policy Group

This presentation provides a detailed, data-driven update of the performance of the global, national, and relevant regional economy.  Special attention is given to key aspects of economic life, including trends characterizing financial, real estate, energy, and labor markets.


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