NEW! Tax & Financial Planning Conference - Day 2
Friday, December 7, 2012
We're blending the best as we combine the "Estate and Financial Planning" and "Federal Taxation" Conferences into one bigger event. Financial planning is expected to grow much faster than other occupations over the next few years - retiring Baby Boomers combined with shortfalls in pension funds means these two skills are in high demand.
Don't miss this opportunity to spice up your knowledge, excel in the market and get the CPE credit you need!
AGENDA (all times displayed are EST)
8:00 - 9:40 am - The Top Ten International Tax Issues For CPAs and How To Handle Them In Practice (Credits 2 TB)
Leslie A. Share, Esq, Shareholder / Packman, Neuwahl & Rosenberg, PA, Coral Gables, FL
Jeffrey A. Neiman, Attorney / Law Offices of Jeffrey A. Neiman, Ft Lauderdale, FL
Charles Rubin, Attorney/Managing Partner / Gutter Chaves Josepher Rubin Forman Fleisher PA, Boca Raton, FL
This presentation will be a combination individual speaker review and panel discussion in connection with the most important "inbound" and "outbound" international tax issues currently encountered by CPAs. The speakers will also analyze how to determine and handle the related U.S. tax and compliance considerations, along with the appropriate methods of dealing with current and prospective clients and other professionals once such issues become apparent.
9:55 - 10:45 am - Bankruptcy, Insolvency and Taxation (Credits 1 TB)
Samuel C. Ullman, Partner / Bilzin Sumberg Baena Price & Axelrod LLP, Miami, FL
This presentation will address, with respect to bankrupt and insolvent persons and entities, the creation of a new taxable entity, reporting requirements, return filing requirements, prompt determinations, tax discharges, tax liens and tax preferences.
10:50 - 11:40 - Best Practices on Handling the Estate Tax Audit (Credits 1 TB)
Ricardo D. Bazzani, CPA, Senior Manager / Berkowitz Pollack Brant Advisors and Accountants, LLP, Ft Lauderdale, FL
This presentation will provide best practices on how to handle an examination of the Estate Tax Return. We will discuss what issues a practitioner should expect in an exam, what the IRS is really looking for, and what your client is expecting. If you prepare a lot of estate tax returns, or you do a lot of estate tax planning, you cannot afford to miss this session.
12:45 - 1:35 pm - Criminal Tax & Controversy Survey and Update (Credits 1 TB)
Brian Phillips, Founding Shareholder / A. Brian Phillips, P.A., Orlando, FL
The course will focus on updates and developments in the Criminal Tax Controversy area. Old standbys such as eggshell audits, "badges of fraud," and garden variety tax avoidance schemes will be addressed. In addition, newer areas of focus such as Summons Enforcement, Offshore Accounts/FBAR, and Bank Secrecy Act developments will be highlighted.
1:35 – 3: 15 pm - Health Insurance Law - Individual and Employer (Credits 2 TB)
James J. Moore, Senior Account Manager / Solstice Benefits, Inc., Plantation, FL
The Patient Protection and Affordable Care Act (PPACA) has seen numerous changes and a Supreme Court Ruling since March 23rd, 2010. We will review the changes and show how it will impact you and your clients in 2013 and beyond.