Category: Tax Law, Estates and Trusts Practice, Live Seminars ... (show more) Category: Tax Law, Estates and Trusts Practice, Live Seminars, MSBA CLE, Recent Developments, Solo & Small Firm (show less)

2018 Advanced Tax Institute (ATI) – Day 2
Martin’s West, Baltimore MD
Tuesday, November 13, 2018
8:00 am – 4:40 pm
6.5 CLE credits

“Estate Planning Issues”

8:00 a.m. – 8:30 a.m.
Registration/Check In & Continental Breakfast

8:30 a.m. – 10:00 a.m.
Pitfalls in the Preparation of Form 1041
Jeremiah Doyle, BNY Mellon

10:00 a.m. – 10:15 a.m.
Break

10:15 a.m. – 12:00 p.m.
Recent Federal Tax Developments for Estate Planners
Beth  Shapiro Kaufman, Caplin & Drysdale - Megan Wernke, Caplin

12:00 p.m. – 1:00 p.m.
Lunch

1:00 p.m. – 2:40 p.m.
Estate Planning for the 99% of Us
Jordon Rosen - Belfint, Lyons & Shuman

2:40 p.m. – 2:55 p.m.
Break

2:55 p.m. – 4:40 p.m.
Grantor Trusts
Jennifer Pratt, Venable, LLP


Day Co-Chairs:
Gary R. Anderson, JD, CPA, WMS Partners, LLC
Michael Mandish, CPA, CSEP, CDFA, Gorfine, Schiller & Gardyn