M Sessions
Wednesday, November 16,
8 - 9:25 a.m.
M1. General Estate Planning
Speaker(s): Robert Keebler
NASBA field of study: Specialized Knowledge - Technical (1.5)
Estate planning for those who definitely will or won’t be subject to the federal estate is relatively straightforward. However, planning for those in the middle is extremely difficult. Planning for these clients involves complicated tradeoffs and is mathematically difficult. This session will focus on the mathematics of portability and navigating the Tax Cuts and Jobs Act sunset.
M2. Basic International Tax
Speaker(s): Katrina Haynes
NASBA field of study: Taxes - Technical (1.5)
Learn how ownership in foreign corporations will impact U.S. taxpayers and gain the skills to conquer any foreign corporate U.S. tax issues that clients bring to you. Discuss U.S. tax implications of ownership in foreign corporations. Review controlled foreign corporations and Form 5471, passive foreign investment companies and Form 8621, foreign trust reporting and Form 3520/3520-A and foreign partnerships and Form 8865. Examine tax treaty positions for foreign corporations and go through numerous examples that will help you understand and advise on international tax topics.
M3. Retaining Top Talent During the Labor Crunch
Speaker(s): Richard Lavina
NASBA field of study: Business Management & Organization - Non-Technical (1.5)
Firms have been faced with an unprecedented challenge in attracting and retaining talent. Explore ways your firm can keep your top people and prevent them from burning out. Gain ideas on how your firm can scout and retain top talent from a perpetually shrinking pool of accounting professionals and how you can make your firm more attractive to new hires and veterans alike.