June 2019
International Tax Update presented by Peter Marmo, J.D.
Outbound international taxation for individuals and closely held businesses. An overview of strategies in determining how to structure outbound transactions.
Read moreJuly 2019
Activity Grouping, presented by Emily Bivona, J.D., C.P.A.
Threading the needle of strategic planning around activity grouping for purposes of Code Section 199A deduction, passive activity limitations under Code Section 469, and the net investment tax. An overview of strategies in identifying passive and at-risk activities and how taxation of such activities differ.
Read moreAugust 2019
Partnership Tax Update, presented by Jay R. Houren, J.D., C.P.A.
An overview of partnership tax issues including Code Section 752 and the at-risk rules.
Read moreSeptember 2019
QSSTs, ESBTs, IDGTs, QRTs . . . OMG! presented by Anthony A. Garcia, J.D., LL.M.
Issues and planning considerations surrounding the ownership of S Corporation stock by trusts. A discussion of income taxation of trusts and estates and how to report income and the appropriate deductions.
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