32nd ANNUAL TAX PLANNING SEMINAR
Day 1 – Thursday, November 5, 2020, 9:00am – 12:45pm
Katelyn Van Sickel, “The Basics of Stock Basis” – An overview of the importance of and guidelines for calculating stock basis.
Andrea Paisley and David Rae, “Tax and Other Considerations Affecting Mergers & Acquisitions” – An overview of tax and other issues in Mergers & Acquisitions.
Steven Lord, “Entity Selection for Owning Mineral Interests” – An overview of the different ways that mineral interests can be owned and the implications of such ownership.
Peter Marmo, “International Tax Update” – A review the changes in the international taxation regime under the TCJA of 2017, with focus on the impact of those changes on businesses and recent regulatory developments.
CPE/CFP Hours: 4.00 CLE Hours: 3.75
Day 2 – Friday, November 6, 2020, 9:00am – 12:30pm
Chris Goodrich, “Charitable Donations of Real Estate” – A discussion of the tax implications behind real estate donations.
Anthony Garcia, “Income Taxation of Trusts and Estates” – This presentation will discuss the income taxation of trusts and estates.
Jay Houren, “Current Tax Developments” – A discussion of current developments in tax.
CPE/CFP Hours: 3.50 CLE Hours: 3.50