Thirty-Fifth Annual Tax Symposium Materials
Date:
November 14, 2026
There is no charge for attending.
Time:
8:00 a.m. – 12:30 p.m.
Registration and Continental Breakfast: 8:00 a.m.
Presentations:
8:30 a.m. – 12:30 p.m.
Credits:
Four CPE credits will be available to CPAs who are eligible.
Location:
This year’s program will be held
in person at:
Plum Hollow Country Club
21631 Lahser Rd, Southfield, MI 48033
Map
Dress Code:
Unlike in prior years, this year’s event will be held at Plum Hollow Country Club which requires guests to follow its dress code, so please leave sweatshirts and other casual clothing at home. Please click here to review the dress code prior to the symposium.
Materials:
Download a printable pdf of the agenda.
Click here to take the online Symposium survey
Symposium Agenda
Irrevocable(ish): Changing an “Unchangeable” Trust
Geffrey N. Taylor
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- 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
Mariel G. Newhouse
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- Key factors for classification
- Consequences of misclassification
- Practical steps to take now
Sold But Still There: The Tax Side of Sale-Leasebacks
Jordan B. Segal
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- 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
William E. Sigler
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- New laws, cases, and rulings
- Hot topics and pending legislation
- Practice pointers
Estates of the Rich and Famous – Accounting Do’s and Don’ts
Steven H. Malach
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- 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
Gary M. Remer
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- 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
David B. Deutsch & David H. Freedman
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- Due diligence
- Working capital and earnout calculation/analysis
- Financial representations, warranties and covenants
Foundations of Fiduciary Accounting: A Beginner’s Guide for CPAs
Carly R. Kolo
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- Fiduciary duty to account
- Trust accounting concepts
- Accounting forms/reports
The Accountant and Creditor Protection for Your Clients
Robert D. Kaplow
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- Signs that asset protection is needed
- Asset protection suggestions that don’t need a lawyer
- Asset protection suggestions that do need a lawyer
Content provided is informational only and should not be considered legal advice. No attorney-client relationship is created based on the content of any Maddin Hauser materials.