Advanced Tax Institute 2022 – Estate Planning Issues (Day 2)

Description

Join the MSBA Section of Taxation Law and the MACPA for an all new virtual Advanced Tax Institute (ATI) Day 2: Estate Planning Tax Issues on Tuesday, November 8th at 8:30 am! Attendees can attend In-person or virtually.

Get the latest from experienced faculty on hot topics such as:

  • In Marriage QDROS
  • State / Federal Tax Controversy
  • Dual Citizenship and Foreign Beneficiary
  • And more!

Please note – 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.

MULTI-DAY DISCOUNTS ARE AVAILABLE.

6.5 hours of credit with the surrounding MCLE states will be offered per day.

Location
 
Martin’s West
6817 Dogwood Rd
Baltimore, MD 21244 US
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Event Information
When
Nov 8, 2022
8:30 am - 4:00 pm EDT
Location
Martin’s West
6817 Dogwood Rd
Baltimore, MD 21244 US
Total CLE Credits
6.5
Format
In-Person + Webcast Live

Agenda

Day 1

11/08/2022
8:30 am
In Marriage QDROS

Marcus Foote, Kuehne & Foote, APLC

10:10 am
Break
10:20 am
Annual Tax Update

Beth Shapiro Kaufman and Megan Wernke, Caplin & Drysdale

12:00 pm
Lunch
12:30 pm
State / Federal Tax Controversy
2:10 pm
Break
2:20 pm
Dual Citizenship

Elizabeth Morgan

4:00 pm
Program Adjourns

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$ (% off)
$310.00

NON-MEMBER


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$310.00
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Advanced Tax Institute 2022 – Estate Planning Issues (Day 2)