Advanced Tax Institute 2023 – Individual Tax and Business Tax Update (Day 1)


Join the MSBA Section of Taxation Law and the MACPA for an all new Advanced Tax Institute (ATI) Day 1: Individual Tax Issues and a Business Tax Update, November 6th at 8:30 am! 

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

  • Tax Procedure, Individual, Business Updates
  • Artificial Intelligence Update
  • Corporate Transparency Act


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

Course Level
Professional Area of Focus
Tax Law
Business Law
CLE Field of Study
Continuing Education Legal Credit
Martin’s West
6817 Dogwood Rd
Baltimore, MD 21244 US
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Event Information
Nov 6, 2023
8:30 am - 4:00 pm EDT
Martin’s West
6817 Dogwood Rd
Baltimore, MD 21244 US
Total CLE Credits
In-Person + Webcast Live


Day 1

8:30 am
Day 1 - Current Tax Issues and Business Tax Update

8:00 am – 8:30 am Attendee check-in and continental breakfast (in-person only)

8:30 a.m. – 9:30 a.m. Individual tax update

A discussion of the changes in tax law for 2023 as it relates to personal taxes, along with related regulations, IRS rulings, and significant court decisions.

Edward Leyden, Leyden Law, LLC

9:30 a.m. – 9:45 a.m. Break 

9:45 am -11:00 am Tax Procedure Update

This session will include current developments in economic policies, and issues such as domestic and foreign collection efforts, bankruptcy, offers-in-compromise and Collection Due Process (CDP) Hearings.

Eric Rollinger, Stein Sperling and Peter Haukebo, Frost Law 

11:00 a.m. – 11:15 a.m. Break 

11:15 am – 12:30 pm Business Tax Update

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. 

Brian O’Connor and Elizabeth Stieff, Venable, LLP

12:30 p.m. – 1:30 p.m. Lunch 

1:30 p.m. – 2:30 p.m. AI update

Jeff Bathurst, SCH Group and Michael March, Frost Law 

2:30 p.m. – 2:45 p.m. Break

2:45 pm – 4:00 p.m. Corporate Transparency Act

Mario A. de Castro and Claire Allenbach, Whiteford Taylor Preston LLP


$ (% off)


$ (% off)
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Advanced Tax Institute 2023 – Individual Tax and Business Tax Update (Day 1)