Advanced Tax Institute 2023- Estate Planning Issues (Day 2)


Join the MSBA Section of Taxation Law and the MACPA for an all new in person Advanced Tax Institute (ATI) Day 2: Estate Planning Tax Issues on Tuesday, November 7th at 8:30 a.m. at Martins West. 

Scroll down to see the full agenda. Experienced faculty will cover such hot topics as: 

  • Planning for Uncertainty: Strategies for Doing Good in a Volatile World
  • Not Just Asking: IRS Audits in Theory and Practice
  • Post SECURE Act 2.0: A New Tax and Estate Planning Landscape
  • And more!


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

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.

There will be a $25 fee for changing from IN PERSON format to Virtual after October 23, 2023.

The MSBA is committed to making its programs accessible to all attendees. If you need accommodations please email


Martin’s West
6817 Dogwood Rd
Baltimore, MD 21244 US
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Event Information
Nov 7, 2023
8:30 am - 4:15 pm EDT
Martin’s West
6817 Dogwood Rd
Baltimore, MD 21244 US
Total CLE Credits
In-Person + Webcast Live


Day 1

8:30 am
Agenda for Day 2: Estate Planning Issues


8:30 am – 10:10 am

Planning for Uncertainty: Strategies for Doing Good in a Volatile World

Jennifer B. Goode, J.D., Director, Institute for Trust and Estate Planning and Shea McCabe, CFP®, MBA, Associate Director, Wealth Strategist, Bernstein Wealth Management

This session considers the current economic and tax landscape’s potential effects on sophisticated philanthropic planning strategies. More specifically, we will discuss the impact of today’s market conditions on the use of split-interest trusts and how best to leverage non-charitable trust distributions to support a client’s charitable and tax planning goals. Additionally, we will review the benefits and drawbacks of using certain “non-traditional” planning vehicles to achieve a client’s larger philanthropic aims.

10:10 – 10:20 am Break

10:20 am – 12:00 pm Annual Federal Estate and Gift Tax Update

Beth Shapiro Kauffman, J.D., Partner, Lowenstein & Sandler 

Megan Wernke, J. D., Partner, Lowenstein & Sandler 

The panelists will discuss the year’s important developments in the federal estate and gift tax areas.  The discussion will include any new proposed or final regulations and other IRS guidance, new case law, and the potential for legislation.

12 – 12:45pm Lunch

12:45 pm – 2:25 pm Not Just Asking: IRS Audits in Theory and Practice

Jay Nanavati, Partner and Andrew Weiner, Counsel, Kostelanetz, LLP

This panel demystifies the audit process and prepares you for the next time your client receives a dreaded IRS audit letter. You will learn how the IRS selects returns for audit, what to expect and how to advise clients. You will also learn the warning signs that a civil audit may be headed in the direction of a criminal investigation and how to guard against the possibility. Finally, you will see how the process works in practice by focusing on IRS examinations of Malta pension plans, one of the current “Dirty Dozen” tax scams that are enforcement priorities.

2:25 – 2:35 pm Break

2:35 pm – 4:15 pm IRA New Rules and Tax / Estate Planning

Tom Lenkiewicz, CFP®, CPWA®. Executive Director and Jonathan Oliver, Managing Director, JP Morgan

Signed into law by President Biden on December 29, 2022 the voluminous SECURE Act 2.0 added over 90 new provisions to the Internal Revenue Code. The intent of this legislation was to enhance workers’ ability to save for retirement by increasing contribution limits and flexibility for retirement accounts. It has also created opportunity for proactive advice in the arena of selecting the right savings vehicles, optimizing contributions, asset location, planning for required minimum distributions and estate planning.


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Advanced Tax Institute 2023- Estate Planning Issues (Day 2)