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DTSTART:20180118T213000Z
DTEND:20180119T011500Z
LOCATION:Hyatt Regency Miami
UID:1546920180118T213000ZJanuary 18, 2018 Workshops + Dinner Meeting
DTSTAMP:20260413T153418Z
DESCRIPTION:\nJoin Us!\n \nDATE: Thursday, January 18, 2018\n \nLOCATION: Hyatt Regency Miami\n400 S. E. Second Avenue\nMiami, Florida 33131\n \n\n \nPre - Workshop – 4:30 – 5:20 p.m.\n \n“Highlights of the Tax Cuts and Jobs Act”\n \nPresented by:  Howard Lucas, Tax Partner, BDO\n \nOn 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.\n \nWorkshop - 5:30 - 6:20 p.m.\n \nBusiness Valuation – Recent Trends Affecting Gifts & Estate Tax Reporting\n \nPresented by:  Tom Mannion - Managing Director of BDO Business Valuation Analytics\n \nThis 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?\n \n â€‹Cocktails and Dinner - 6:30 – 8:30 p.m.\n \nTales From The Dark Side –\n \nHow the Language Options in “Boilerplate” Clauses Impact Taxation and Trust Administration\n \nPresented by:  Mark R. Parthemer, Esq., AEP – Bessemer Trust\n \nMark 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.\n \nEach session has been approved for 1 hour of continuing education credit for the following disciplines: CLE (Legal), CFP (Certified Financial Planners) and CPE(Accountancy)\n \nDinner Generously Sponsored by:\n \n\n \nPlease 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.\n \nThe 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.\n \nMembership dues include the cost of all dinners.\n \nFor more information and to receive news and updates from the Council follow us:\n \nfacebook.com/estateplanningmiami\ntwitter.com/epcmiami\n[linkedin.com/company/estate-planning-council-of-greater-miami​](https://www.linkedin.com/company/estate-planning-council-of-greater-miami%E2%80%8B)\n \nWe look forward to seeing you at the meeting!\n \n \n
SUMMARY:January 18, 2018 Workshops + Dinner Meeting - Estate Planning Council of Greater Miami 
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