Advanced Tax Law Updates

Published By G&K

Advanced Tax Law Updates

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.

Register and learn more here.