Join colleagues from accounting, law, investment management and insurance for the annual TXCPA Fort Worth joint meeting with the Fort Worth Business & Estates Section of Tarrant County Bar Association.

 

 

Preregistration is required. You must be a member of TXCPA or the Fort Worth Business and Estates Council to attend.

Attorney Mike Bourland once again assembles a panel of nationally-recognized advisers, advocates and thought leaders to discuss emerging topics, drawn from legislative and regulatory developments and judicial action. 

 

Learning Objectives:

• Consider an array of issues regarding planning under the uncertainty of possible legislative changes and when/if the exclusion amount will decline and planning for flexibility; learn about attacks on FLP/LLC planning techniques; learn about the IRS' radar screen; consider specific issues on which IRS has or has not issued guidance and related legislative issues.
• Develop an understanding of possible legislative changes; planning issues in light of the uncertainty of when/if the exclusion amount will decline and planning for flexibility; consider current IRS guidance and related legislative issues; review transfer planning and consider general planning implications in the current environment; review the IRS radar screen regarding audits and litigation.