Maddin Hauser will present its “35th Annual Tax Symposium” on Saturday, November 14, from 8 a.m. to 12:30 p.m. at Plum Hollow Country Club, 21631 Lahser Rd. in Southfield.
The Symposium’s agenda will feature:
—Irrevocable(ish): Changing an “Unchangeable” Trust, with Geffrey N. Taylor
• High exemptions render many irrevocable trusts unneeded and undesirable (and expensive)
• Read the trust agreement!
• Michigan law offers some relief, but be careful
—Navigating Worker Classification, with Mariel G. Newhouse
• Key factors for classification
• Consequences of misclassification
• Practical steps to take now
—Sold But Still There: The Tax Side of Sale-Leasebacks, with Jordan B. Segal
• True sale or disguised loan – how the benefits and burdens test decides
• Gain, recapture, rent deductions and the §467 rent-schedule trap
• Michigan uncapping, repurchase options and other deal-killing traps
—Roundup of Recent Tax Developments, with William E. Sigler
• New laws, cases, and rulings
• Hot topics and pending legislation
• Practice pointers
—Estates of the Rich and Famous – Accounting Dos and Don’ts, with Steven H. Malach
• Post-death assignment options for future income
• Post-death distribution of personal effects; not different from sports cards or gun collections, only way more
• Analysis of income, projected income, and lifestyle during a client’s lifetime is crucial
—Current Hot Topics in Health and Welfare Benefits, with Gary M. Remer
• An overview of the current state of affairs
• IRS’s proposed regulations and the impact of dependent care accounts and deductibility
• Weight loss drugs (glp-1s) and secondary 125 plans – the creative side of benefits?
—Leveraging the Accountant’s Expertise in M&A Transactions, with David B. Deutsch and David H. Freedman
• Due diligence
• Working capital and earnout calculation/analysis
• Financial representations, warranties and covenants
—Foundations of Fiduciary Accounting: A Beginner’s Guide for CPAs, with Carly R. Kolo
• Fiduciary duty to account
• Trust accounting concepts
• Accounting forms/reports
—The Accountant and Creditor Protection for Your Clients, with Robert D. Kaplow
• Signs that asset protection is needed
• Asset protection suggestions that don’t need a lawyer
• Asset protection suggestions that do need a lawyer
For additional information on the Symposium or to register, visit https://www.maddinhauser.com/event/thirty-fifth-annual-tax-symposium.
The Symposium’s agenda will feature:
—Irrevocable(ish): Changing an “Unchangeable” Trust, with Geffrey N. Taylor
• High exemptions render many irrevocable trusts unneeded and undesirable (and expensive)
• Read the trust agreement!
• Michigan law offers some relief, but be careful
—Navigating Worker Classification, with Mariel G. Newhouse
• Key factors for classification
• Consequences of misclassification
• Practical steps to take now
—Sold But Still There: The Tax Side of Sale-Leasebacks, with Jordan B. Segal
• True sale or disguised loan – how the benefits and burdens test decides
• Gain, recapture, rent deductions and the §467 rent-schedule trap
• Michigan uncapping, repurchase options and other deal-killing traps
—Roundup of Recent Tax Developments, with William E. Sigler
• New laws, cases, and rulings
• Hot topics and pending legislation
• Practice pointers
—Estates of the Rich and Famous – Accounting Dos and Don’ts, with Steven H. Malach
• Post-death assignment options for future income
• Post-death distribution of personal effects; not different from sports cards or gun collections, only way more
• Analysis of income, projected income, and lifestyle during a client’s lifetime is crucial
—Current Hot Topics in Health and Welfare Benefits, with Gary M. Remer
• An overview of the current state of affairs
• IRS’s proposed regulations and the impact of dependent care accounts and deductibility
• Weight loss drugs (glp-1s) and secondary 125 plans – the creative side of benefits?
—Leveraging the Accountant’s Expertise in M&A Transactions, with David B. Deutsch and David H. Freedman
• Due diligence
• Working capital and earnout calculation/analysis
• Financial representations, warranties and covenants
—Foundations of Fiduciary Accounting: A Beginner’s Guide for CPAs, with Carly R. Kolo
• Fiduciary duty to account
• Trust accounting concepts
• Accounting forms/reports
—The Accountant and Creditor Protection for Your Clients, with Robert D. Kaplow
• Signs that asset protection is needed
• Asset protection suggestions that don’t need a lawyer
• Asset protection suggestions that do need a lawyer
For additional information on the Symposium or to register, visit https://www.maddinhauser.com/event/thirty-fifth-annual-tax-symposium.




