Join the MSBA Taxation Law Section and the MACPA for Advanced Tax Institute (ATI) Day 1: Individual Tax Issues and a Business Tax Update!
8:30 a.m. – 9:45 a.m. IRS Procedure Update | Eric Rollinger, Stein Sperling Bennett De Jong Driscoll PC, and Peter Haukebo, Frost Law
Stay informed on latest IRS trends and procedures that impact tax compliance and reporting. This session will cover past and current IRS operations and procedures including a look at the Employee Retention Tax Credit. Ideal for tax professionals and advisors, this presentation will equip you with the knowledge needed to understand and navigate the evolving tax landscape effectively.
9:45 a.m. - 10:00 a.m. Break
10:00 am -11:15 am Business Tax Update | Brian J. O'Connor, Esq., Partner, Venable LLP and Elizabeth Fialkowski Stieff. LL.M., J.D., Partner, Venable LLP
A review of the most significant judicial and administrative developments during the preceding year in the business tax area along with recent developments in accounting, business income and deductions, investment gain and corporate and partnership matters.
11:15 a.m. - 11:30 a.m. Break
11:30 am - 1:00 p.m. Planning for SALT Cap Sunset | Michael March, J.D., LL.M., Partner, Whiteford, Taylor & Preston LLP and Jordan Halle, J.D., LL.M., Partner, Co-Chair of Tax & Private Wealth Section, Whiteford, Taylor & Preston LLP
The law known as the Tax Cuts and Jobs Act (TCJA) of 2017, P.L. 115-97, included some major changes to the Code, but not all of them are here to stay. A number of significant provisions are set to expire after 2025. Although Congress may act to extend some or all of them, it is important to know which provisions are expiring so taxpayers can be prepared to maximize their tax savings in case the provisions sunset as currently scheduled.
1:00 p.m. - 2:00 p.m. Lunch
2:00 p.m. - 3:15 p.m. Cannabis, 280E, and the Road Ahead | Jonathan Havens, J.D., Partner, Saul Ewing, LLP
This exciting and interactive discussion will center on the cannabis legal landscape, IRC 280E, and the road ahead. More specifically, attendees will come away from the session with a better understanding of how the cannabis industry is navigating 280E and how the industry can prepare for the potential rescheduling of cannabis from Schedule I to Schedule III (i.e., 280E no longer applying to the industry).
3:15 p.m. - 3:30 p.m. Break
3:30 pm - 4:45 p.m. Overview of U.S. Income Tax and Information Reporting Obligations Related to Foreign Assets | Peter Palsen, International Tax Professional, Frost Law, and Eli S. Noff, Esq, CPA, Partner, Frost Law
This session will provide an overview of IRS information reporting and income tax obligations related to foreign assets, the penalties for failure to comply, and the available procedures to bring clients into compliance.
4:45 p.m Program Adjourns
This program has been the must-attend educational event for lawyers and CPAs in Maryland for almost 20 years. ATI is the only program in Maryland focused on complex tax issues for business and individuals in four different areas: Current Tax Issues and Business Tax Update, Real Estate & Partnerships, Estate Planning Issues and State and Local Tax.
With our partners at MACPA, we are proud to bring national and statewide speakers and faculty to Maryland attorneys to enrich your practice.
2024 Advanced Tax Institute (ATI): Day 1
Current Tax Issues and a Business Tax Update Agenda
6.5 hours of credit with the surrounding MCLE states will be offered per day.
Price: $325 (Member/ Non-Member)
Register to attend other days virtually or view the full conference below:
Day 2 | Real Estate & Partnerships
Day 3 | Estate Planning Issues
Day 4 | State and Local Tax Day
Want to attend in-person? View whole conference here
*Multi-day discount is automatically available once multiple days are added to your cart.
Electronic Material Notice:
Materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.
The Maryland State Bar Association (MSBA) is committed to making its online and in-person services, products, and events accessible to everyone, including people with disabilities. To request an accommodation, please complete this form.
Price: $325 (Member/ Non-Member)