Shareholder Otto Shill will join subject-matter-experts for a CLE presentation hosted by the State Bar of Arizona Tax Law Section on Friday, September 9th.
Otto, a Certified Tax Law Specialist, will discuss key issues that will be important to tax and estate planners during the next 1-2 years, including:
- Internal Revenue Service and U.S. Department of Labor programs for correcting qualified retirement plan compliance failures;
- The anticipated impact of the sunset of 2017 changes in gift, estate and income tax planning;
- The impact on trusts, estates and small businesses of the new federal Corporate Transparency Act (CTA) effective 1/1/24;
- How to use an Employee Stock Ownership Plan as a business succession tool.
Otto is joined by Eide Bailley CPA Brenda Ann Blunt who will present “Federal Income Tax Updates for Tax-Exempt Organizations,” The Cavanagh Law Firm attorney James G. Busby State who will present “Local Tax Law Updates and Developments,” and Chief Legal Officer at StenTam Mike Mitchell as moderator.