Online registration is now closed. Walk-in registrations are welcome. If you would still like to attend, we can collect your information and payment on-site.
Congress avoided the fiscal cliff at the eleventh hour. Keep up with the changes that have occurred and review the existing state of the tax laws and how the laws may affect your clients. This year is also a prime opportunity to expand traditional tax and auditing skill sets to other business areas that can help practitioners expand their services and become stronger trusted advisers to the clients they serve. Butzel Long’s annual Taxation and Succession Planning Institute is hosted by attorneys who have a long history of serving businesses and individuals with their taxation, estate planning, succession planning, corporate, and employment needs. Join us on June 20, 2013 to hear from these leading attorneys and discuss critical tax, estate, and business issues.
This program has been approved for the following continuing education credits:
4 CPE Credits for Michigan CPAs
4 CFP Credits for Financial Planners
2 CE Insurance Credits in Life/Health
Please direct inquiries to Jonathan Spencer at
Income, Trusts & Estates, Gift and GST Update
David W. Sommerfeld, W. Patrick Dreisig, Robert M. Nemzin, Amy L. Glenn, Terry O. Lang
An update on the current thinking and planning after the fiscal cliff legislation, including an in depth discussion about the income taxation of trusts.
Formulas and Flexibility in Family Business Transactions and Portability Planning
Robert P. Perry, Robert M. Nemzin
A review of using formulas in transactions involving family LLCs and limited partnerships as well as a review of the rules for the portability of a deceased spouse’s tax exemption and planning opportunities.
Tax Planning in Choice of Entity and Mergers, Acquisitions and Reorganizations
Jeremy Cnudde, Terry O. Lang
A discussion of the recent federal and state law changes that affect choice of entity as well as a review of tax related issues involving the mergers, acquisitions and reorganizations.
Health Care Law Update
Robert H. Schwartz, Mark Lezotte
What’s on line and coming next year, how it affects your client’s health insurance and what they can do to manage costs.
New horizons for providing value to your clients.
MEDC Guest Speaker
Representatives from the Michigan Economic Development Corporation will lead a discussion on personal property tax reform as well as a review how you can provide value to your clients with assets based economic development.