2018 Tax Symposium – June 3-5, 2018


June 3-5, 2018 (Sunday-Tuesday)
16 CPE Credits
All courses are Intermediate/Advanced
Seminar Fee: $1,050 (Printed) / $950 (Electronic)

Mohegan Sun
1 Mohegan Sun Blvd, Uncasville, CT 06382
(888) 226-7711

The Tax Symposium is an in-depth analysis of the most current Federal and New York State income, estate and gift tax, legislation, cases and rulings, giving the practitioner the tools necessary to advise and represent their clients. The material will be covered from both a technical and practical perspective. In addition, practice management issues will be a strong focus. There will be an opportunity to network with other tax professionals and representatives of related businesses.

2018 Tax Symposium Agenda


Foreign Filings for US Taxpayers: FBARs are Just the Start:

While a great amount of emphasis has been placed on the filing of FinCen Form 114, there are many other requirements facing US citizens and residents regarding ownership of assets overseas. In this Sunday Session we will discuss the various forms that need to be filed, the timing of the filing of the forms and the information that is needed for the forms to be properly prepared.


Federal and State Tax Update:

This session will highlight the changes resulting from the Tax Cuts and Jobs Act with an emphasis on the new §199A deduction. In addition, we will discuss how the new federal rules will impact the New York State returns and we will report on any changes that have been or may be made by the state. There will also be a review of recent developments (cases, rulings, etc.) that impact the tax landscape.

Planning for the Distribution of an IRA after the Death of the IRA Owner:

With the continued growth in client’s retirement plan balances, planning for the distribution on death becomes increasingly important. There are many options and a thorough understanding is essential to be able to advise the client’s family properly. Spousal rollovers, stretch-IRA payments and IRA trusts will all be discussed with examples.

Using Trusts in Estate and Elder Law Planning:

Many people believe that with the changes brought about by the Tax Cuts and Jobs Act, estate planning is no longer essential. However, estate planning reaches far beyond the transfer tax aspects of a plan. Creditor protection, distribution planning and planning for long-term care all remain major issues in clients’ lives. Trusts, in turn, can play a significant role in planning for each of these issues. In this course we will discuss the types of trusts to be utilized for various aspects of planning and focus on creating usable solutions for your clients.

Business Agreement Provisions that Every CPA Needs to Understand:

When reviewing an agreement prepared for a client’s business, it is helpful to be able to distinguish the governing provisions from the “boiler-plate”. Often, the drafting attorney is looking to the accountant for guidance relative to the tax issues created by such agreements. Here we will review the provisions of partnership, operating and shareholders agreements that need to be understood in order to advise your business clients. A specific focus will be on the new Partnership Audit Rules and the changes that are needed in partnership and operating agreements in order to properly implement the centralized audit regime.

Practice Roundtable Focusing on a CPAs Role in Clients’ Legal Matters:

This session is an opportunity for the participants to share their thoughts and concerns regarding current issues in their practices. From staffing to technology to marketing to succession, this interactive discussion will provide information on how issues are affecting and are being addressed by the other professionals. New for 2018, we will also be inviting lawyers who practice different areas of the law to participate in a panel discussion on what the CPAs role is in helping to guide clients through some of the largest (and often most difficult) legal issues they may face.

Registration for Conference Includes:
Sunday evening welcome event, a set of study materials and a full program agenda with breakfast and refreshment breaks daily.

Verified attendance at all sessions (including Sunday Session) is required for the issuance of a Certificate of Completion for 16 CPE Credits. All courses are Intermediate/Advanced. Attendees must have basic knowledge of Federal and NY State Taxation.

Hotel Accommodations:
A limited number of rooms have been reserved for our group at the rate of $169.00 per night. To ensure availability of group rate rooms, hotel reservations must be made no later than May 15, 2018. Group Code: KATZ18

For more information regarding administrative policies such as complaint and refund, please contact our offices at 631-683-8780.

View/Download the printed registration form for additional information.

Katz Tax Seminars, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Spon-sors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.


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