Home »

Coming in 2022: 

Cellphone / Surveillance Camera Use in the Courts
Nursing Home Litigation in the Years of COVID – TBA

Cost of CLEs
Members $10 / credit
Non-members $25 / credit

Loading Events
  • This event has passed.

Vital Year End Tax, Business and Estate Law Strategy Forum

Date December 9, 2021 @ 1:00 pm - 4:00 pm
Location Allegheny County Law Library
414 Grant Street
Pittsburgh, PA 15219 United States

Unfortunately, this event has been postponed. We will work to reschedule the event some time in the future.

Presented by Frederich Liechti and J. Bradford Barlow, Jr.

2 Substantive and 1 Ethics CLE credits

Contact Lori Hagen at hagenl@duq.edu or follow the link below to register:
https://duq.zoom.us/meeting/register/tJUtcOyoqjIvGdZRNZZKa247rCuuiy2lcTVn

Agenda for the presentation:

2021 Year End Tax Issues

IRS Updates – Litigation and Enforcement
1. Fraud Enforcement – Civil Vs Criminal
2. Captive Insurance – Business Expense or Scheme?
3. Conservative Easements – Syndicated/Promoted
4. Cryptocurrency Enforcement – John Doe Summons to Identify Taxpayers
5. High Income Non-Filers
6. Partnership Tax Audits – 2015 Bipartisan Budget Act replaced TEFRA
7. Foreign Penalties – FBAR
8. Collection Procedures – Passport Revocation

Retirement Issues
1. Beneficiary Distribution Rules
2. Roth IRAs vs 401 K Plan Roth Deferrals
3. Defined Benefit Plan

Trust Tax Issues
1. Three Types of Trust – Revocable, Irrevocable and Intentionally Defective Grantor Trusts
2. Income Tax vs Estate/Inheritance Issues
3. Retirement Beneficiary Trusts

IRS Ethical Issues
1. Circular 230
2. New IRS Identification Program

Individual, Corporate, Partnership, Trust, and Estate Updates

Details

Date:
December 9, 2021
Time:
1:00 pm - 4:00 pm
Event Category:

Venue

Allegheny County Law Library
414 Grant Street
Pittsburgh, PA 15219 United States
Phone:
412-350-5339

Organizer

Allegheny County Law Library
Phone:
412-350-5339
Email:
hagenl@duq.edu