Maddin Hauser will present its “34th Annual Tax Symposium” as a webinar on Saturday, November 9, from 8:30 a.m. to 12:30 p.m.
The Symposium’s agenda will feature:
—HELP! My [Client’s] Child is Starting College, with Robert D. Kaplow
• Scholarships and Financial Aid
• Tax Credits
• Self-Funding – College Savings Plans, Education Savings Accounts, and more
—Qualified Small Business Stock (“QSBS”), with David B. Deutsch and David H. Freedman
• History and legislative intent
• Requirements for QSBS qualification and tax benefits
• Planning opportunities, practical challenges and pitfalls
—Roundup of Recent Tax Developments – Including OBBBA!, with William E. Sigler
• New laws, cases and rulings
• Hot topics and pending legislation
• Practice pointers
—Planning with Intention: Charitable Giving & IRAs, with Carly R. Kolo
• What is a Qualified Charitable Distribution (QCD)?
• Give more, pay less (in taxes)
• Key errors to watch out for
—The Wizard of (Q)OZ: Rural Riches and Urban Upsides in Qualified Opportunity Zones (QOZs), with Jordan B. Segal
• Permanent program with re-designations starting in 2026
• Enhanced tax benefits, especially for rural zones
• New reporting and compliance requirements that accountants must know
—A Fiduciary Client is Different, with Steven H. Malach
• Representing a POA
• Representing a Guardian/Conservator/Personal Representative
• Representing a Trustee
—Tax Planning Opportunities When Buying a Franchise, with Gary M. Remer
• Rollovers as Business Startups (ROBS) as a method to fund a franchise purchase
• Other alternative source of cash to fund the purchase
• Current beneficial tax provisions for franchisees
—You Can’t Take it With You, but Uncle Sam Can Take His Cut – An Overview of Federal Transfer Taxes, with Geoffrey N. Taylor
• Gift Tax
• Estate Tax
• Generation-Skipping Transfer Tax
—It’s Time to Catch Up on the 401(k) Catch-up Contribution Rules, with Charles M. Lax
• How catch-up contributions actually work
• Super catch-up contributions
• Catch-up contributions for high earners
For additional information on the Symposium or to register, visit https://maddinhauser.com/event/thirty-fourth-annual-tax-symposium.
The Symposium’s agenda will feature:
—HELP! My [Client’s] Child is Starting College, with Robert D. Kaplow
• Scholarships and Financial Aid
• Tax Credits
• Self-Funding – College Savings Plans, Education Savings Accounts, and more
—Qualified Small Business Stock (“QSBS”), with David B. Deutsch and David H. Freedman
• History and legislative intent
• Requirements for QSBS qualification and tax benefits
• Planning opportunities, practical challenges and pitfalls
—Roundup of Recent Tax Developments – Including OBBBA!, with William E. Sigler
• New laws, cases and rulings
• Hot topics and pending legislation
• Practice pointers
—Planning with Intention: Charitable Giving & IRAs, with Carly R. Kolo
• What is a Qualified Charitable Distribution (QCD)?
• Give more, pay less (in taxes)
• Key errors to watch out for
—The Wizard of (Q)OZ: Rural Riches and Urban Upsides in Qualified Opportunity Zones (QOZs), with Jordan B. Segal
• Permanent program with re-designations starting in 2026
• Enhanced tax benefits, especially for rural zones
• New reporting and compliance requirements that accountants must know
—A Fiduciary Client is Different, with Steven H. Malach
• Representing a POA
• Representing a Guardian/Conservator/Personal Representative
• Representing a Trustee
—Tax Planning Opportunities When Buying a Franchise, with Gary M. Remer
• Rollovers as Business Startups (ROBS) as a method to fund a franchise purchase
• Other alternative source of cash to fund the purchase
• Current beneficial tax provisions for franchisees
—You Can’t Take it With You, but Uncle Sam Can Take His Cut – An Overview of Federal Transfer Taxes, with Geoffrey N. Taylor
• Gift Tax
• Estate Tax
• Generation-Skipping Transfer Tax
—It’s Time to Catch Up on the 401(k) Catch-up Contribution Rules, with Charles M. Lax
• How catch-up contributions actually work
• Super catch-up contributions
• Catch-up contributions for high earners
For additional information on the Symposium or to register, visit https://maddinhauser.com/event/thirty-fourth-annual-tax-symposium.
