NOTE: There is limited seating available so hurry & register early!

This seminar will focus on many hot-button tax issues. Topics include: Current State of IRS, Real Estate & Opportunity Zones - OBBBA Emphasis, M&A - focus on Section 1202, Trusts and Estates in light of OBBBA.

Topics & Learning Objectives Include:

Morning Sessions:

• Session 1: M&A – 1202, Family Office, Due Diligence in buying and selling and tax consequence
• Session 2: Real Estate – Qualified Opportunity Zone

Afternoon Sessions: 

• Session 1: Trusts and Estates – How new tax law impacted tax of trusts and estates
• Session 2: Tax Controversy

Note: Order of sessions may be reversed.