Firm presents ‘35th Annual Tax Symposium’ in Southfield

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.