January 18, 2018 Workshops + Dinner Meeting

Date: Thursday, January 18, 2018
Time: 4:30pm - 8:15pm
Location: Hyatt Regency Miami
Speaker: Tom Mannion (Workshop), Mark Parthemer (Dinner Presentation)

Join Us!

DATE: Thursday, January 18, 2018

LOCATION: Hyatt Regency Miami
400 S. E. Second Avenue
Miami, Florida 33131

Pre - Workshop – 4:30 – 5:20 p.m.

“Highlights of the Tax Cuts and Jobs Act”

Presented by:  Howard Lucas, Tax Partner, BDO

On December 20, 2017, both the House and Senate passed the "An Act to Provide for Reconciliation Pursuant to Titles II and V of the Concurrent Resolution on the Budget for Fiscal Year 2018," previously referred to as the "Tax Cuts and Jobs Act."  This session will discuss key provisions of the report and how it will affect individual taxpayers and corporations, as well as international tax and taxation of partnerships and pass through entities.

Workshop - 5:30 - 6:20 p.m.

Business Valuation – Recent Trends Affecting Gifts & Estate Tax Reporting

Presented by:  Tom Mannion - Managing Director of BDO Business Valuation Analytics

This presentation will discuss recent trends affecting gifts and estate tax reporting and address the following questions: why are valuations needed for tax purposes?; who provides this type of work?; what third parties could review a tax valuation?; what are some engagement scoping considerations?; what are some nuances related to tax valuations, including terminology differences vs. financial reporting, adequate disclosure requirements, and revenue Ruling 59-60; what are general expectations for tax valuations?; and what are some controversial issues surrounding gifts and estate tax reporting?

 Cocktails and Dinner - 6:30 – 8:30 p.m.

Tales From The Dark Side –

How the Language Options in “Boilerplate” Clauses Impact Taxation and Trust Administration

Presented by:  Mark R. Parthemer, Esq., AEP – Bessemer Trust

Mark Twain once observed, “The difference between the right word and almost the right word is like the difference between lightening and lightening bug.”  This presentation focuses on how the words in seemingly innocuous provisions of a trust agreement, often a stock set of provisions referred to as “boilerplate,” can have a major impact on tax consequences and trust administration both to the beneficiaries and to the trust.  It reflects a compilation of experiences from the presenter and colleagues like himself, who have left the private practice of law to work in-house for a corporate trustee.

Each session has been approved for 1 hour of continuing education credit for the following disciplines: CLE (Legal), CFP (Certified Financial Planners) and CPE(Accountancy)

Dinner Generously Sponsored by:

Please send your RSVP so that we may guarantee dinner accommodations for you and your guests. Be sure to include your food preference: chicken, swordfish or vegetarian.

The guest fee for this meeting is $65. You may prepay by credit card or you may pay by credit card or check at the door (make your check payable to the Estate Planning Council). As a guest, if you decide to become a member of our organization within 45 days of this meeting, the $65 will be credited toward the fee for any membership.

Membership dues include the cost of all dinners.

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We look forward to seeing you at the meeting!


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