Seminars
BREAKFAST BITES: TAX LAW: Strategies for Modifying and Undoing Irrevocable Trusts


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Educational Series
Maddin Hauser’s educational series, Breakfast Bites, will cover numerous topics.

Please review the agenda and sign up for the sessions you would like to attend using the form at the bottom of this page.

Location:
The sessions will be held at Maddin Hauser's offices, located at 28400 Northwestern Hwy, 2nd Floor,
Southfield, MI 48034. Click for map.

Complimentary continental breakfast will be provided.

Agenda:  
Session 1:
An Overview of the
Tax Cuts and Jobs Act  
 
Session qualifies for 1.5 CPE credits for CPAs  
Presented By:
The Tax Practice Group of
Maddin Hauser, Roth & Heller, P.C.
Wednesday
January 17, 2018
7:30 am - 9:30 am
Ordinarily, as the tax season approaches we like to provide a refresher on important recent State and Federal tax developments to help address issues that may arise in counseling clients and assisting them with filing their tax returns.. This year, however, in light of the extensive changes brought by the recently enacted Tax Cuts and Jobs Act, we will devote the entire program to its affect on individual, business and estate planning.   
 
Session 2:
Overseas Accounts and Trusts: What to Do if My Client has Offshore Assets
 
Session qualifies for 1 CPE credit for CPAs
Presented By:
Evan H. Kaploe
Wednesday
May 9, 2018
8:00 am - 9:30 am
This tax session will examine the intricacies of the Bank Secrecy Act and Foreign Account Tax Compliance Act and the consequences for failing to comply. We will have an open discussion about when a client or taxpayer needs to file an FBAR, Form 8938, and other international information returns. More importantly, this session covers what to do in the event that you discover a foreign or offshore account before the IRS locates it and how to disclose it appropriately. It will also address situations where the IRS discovers the foreign account during an examination and disclosure is not an available remedy. Finally, we will discuss the implications of the IRS ending the OVDP in September 2018.

Session 3:
When You Said "Irrevocable" I Didn’t Think You Meant Forever – Strategies for Modifying and Undoing Irrevocable Trusts
 
Session qualifies for 1 CPE credit for CPAs
Presented By:
Geoffrey N. Taylor
Wednesday
September 5, 2018
8:00 am - 9:30 am
The doubling of the Federal estate tax exemption to $11.18 million has eliminated Federal transfer tax concerns for all but the most wealthy of clients. This renders unnecessary much planning involving irrevocable trusts. Can anything be done to change or undo existing irrevocable trusts? The answer is a resounding “it depends.” This session will focus on possible approaches and potential pitfalls.