37th Annual Tax Planning Seminar

Speakers and Topics:

Katelyn Van Sickel, J.D., C.P.A. and Grady J. Fleming, J.D. - Mind the Gap

Crawford Moorefield, J.D. - Threading the Needle: Navigating FICA, SECA and the NIIT

Chris M. Goodrich, J.D., LL.M. - Update on Section 1202; Opportunity Zones 2.0 (Now Permanent)

Matthew R. Rodriguez, J.D. and Allyson M. Heiner, J.D., C.P.A. - Tax Considerations when Succession Planning

David E. Fuss, J.D. - Keeping It in the Family

Anthony A. Garcia, J.D., LL.M. - The Forms They Are a-Changin’

Jay R. Houren, J.D., C.P.A. - Current Tax Developments

CPE 8; CLE 7

Info: A discussion on how to bridge frequently seen gaps between a client's attorney and their CPA or other financial advisors.

Info: An overview of the various employment tax rules, Federal Insurance Contribution Act (FICA), Self-Employment Contribution Act (SECA) as well as the Net Investment Income Tax (NIIT), how the rules apply to various corporations, partnerships, LLCs and Trusts, and potential structuring options to minimize these taxes.

Info: A review of the recent developments and statutory changes relating to IRC section 1202.

Info: Common tax issues that arise when succession planning with family-owned businesses, ranches and other real property, and the involvement of trusts and estates.

Info: An overview of the utility of Family Limited Partnerships and their impact on the management and investment of family wealth.

Info: A review of the proper preparation of federal estate, gift, and GST tax returns, including a discussion of recent IRS form changes.

Info: An overview of recent case law and other developments in taxation, including the impact of the One Big Beautiful Bill Act.

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Host or Publisher Crady Jewett McCulley Houren LLP