Firm plans 'Taxation and Succession Planning Institute'

While Congress avoided the fiscal cliff at the eleventh hour, tax and financial planners need to keep up with changes that have occurred and how they affect their clients. The Butzel Long Taxation and Succession Planning Institute will offer the latest information and techniques to help tax and financial planners during a half-day seminar from 7:15 a.m. to 1:15 p.m. on Thursday, June 20, at the Troy Marriott located at 200 West Big Beaver Road in Troy.

The seminar is designed for Certified Public Accountants (CPA) and financial planners. The attendance fee is $100 per person and includes a continental breakfast, lunch and seminar materials. Members of the Michigan Association of Certified Public Accountants (MACPA) are eligible to receive four Continuing Education Credits (CPE) for participating in the seminar. Financial planners are eligible for four Certified Financial Planner (CFP) credits, and two CE Insurance Credits in Life/Health (pending approval).

Seminar topics include:

* Income, Trusts & Estates, Gift and GST Update.

* Formulas and Flexibility in Family Business Transactions and Portability Planning.

* Tax Planning in Choice of Entity and Mergers, Acquisitions and Reorganizations.

* Health Care Law Update.

* Information Security.

The seminar will feature Butzel Long attorneys who have a long history of serving businesses and individuals with their taxation, estate planning, succession planning, corporate and employment needs. Featured attorneys include: Jeremy R. Cnudde, W. Patrick Dreisig, Amy L. Glenn, Terry O. Lang, Mark R. Lezotte, Robert M. Nemzin, Robert P. Perry, Claudia Rast, Robert H. Schwartz and David W. Sommerfeld.

During lunch, representatives from the Michigan Economic Development Corporation (MEDC) will lead a discussion on personal property tax reform as well as a review on how participants can provide value to clients with assets based economic development.

To register for this seminar, visit For additional information, contact Jonathan Spencer at 313-983-6995 or

Published: Mon, Jun 3, 2013