Attorneys
Register now for Chamberlain Hrdlicka's 39th Annual Atlanta Tax and Business Planning Seminar
Chamberlain Hrdlicka's 39th Annual Atlanta Tax and Business Planning Seminar will take place on Tuesday, November 12, 2024 at The Westin Perimeter.
Anyone is welcome to register to attend. Self-parking is free.
There are no prerequisites for these courses.
Georgia CPE & CLE Hours: 5.0
Schedule
11:30 a.m. Registration
12:00 p.m. - 5:00 p.m. Presentations
5:00 p.m. - 6:00 p.m. Reception
Location - The Westin Perimeter, 7 Concourse Pkwy, Atlanta, Georgia, 30328
Cost
$100 per person
*$125 per person for Walk-In Registration (if space allows)
Agenda
SESSION I Keynote and Lunch: Lightning Bolts From Above: Critical Decisions Striking the Tax World From the Supreme and Lesser Courts
Presenter: David D. Aughtry
Recent Supreme Court, appellate, and Tax Court decisions cast doubt over IRS regulation and rule making powers in a way that every tax advisor needs to understand. The conservation, captive, and now ERC wars impact all of us, as does notable developments.
SESSION II: Pre-liquidity Planning: Possibilities, Pitfalls & More
Presenters: Steven M. Wyatt and Emily A. Dabney
With 2026 on the horizon, and a less than certain election beforehand, many have delayed complex income tax planning and estate planning in hopes of gaining increased certainty. However, clients must be prepared when opportunity comes knocking. No matter the goal, whether it be ensuring the most income tax efficient result or maximizing charitable intent, sooner often makes for better. We’ll discuss key income tax planning tools (and related pitfalls) you can use to position your clients in advance of selling a business.
SESSION III: Navigating the ERC Minefield: Mastering Audits and Refund Litigation in a Changing Landscape
Presenters: Samuel H. Grier and Jerrika C. Anderson
Employee Retention Credits (ERC) have become a crucial topic for businesses, but recent developments have increased scrutiny and complexity. This presentation delves into the current landscape of ERCs, focusing on audit risks and potential refund litigation. We'll explore the recent moratorium on claims, processing timelines, and risk levels. You'll learn essential steps for navigating an ERC audit, including documentation requirements and best practices for IRS interactions. We'll also discuss when and how to consider refund litigation, providing you with the knowledge to make informed decisions about your ERC claims and protect your business interests.
SESSION IV: Don’t Ruin Christmas… Protect The Family Business!
Presenters: Scot Kirkpatrick, Stephen C. Heymann, and Hunter W. Ragsdale
Under current law, significant and radical law changes are set to take effect at the end of December in 2025. These impending law changes create a precarious situation for business owners who have yet to implement a comprehensive contingency, business succession, or wealth transfer plan for their business. Oftentimes, a closely-held business is a family’s most prized and valuable asset. Yet planning for the future of the business is often avoided until it is simply too late. This presentation will focus on what every business owner needs to consider when planning for the future from an estate tax perspective. The presentation will explore several case studies which demonstrate the value of estate tax planning for the business owner and highlight the risks of a failure to plan. This presentation will equip every business owner with what they need to know to have many joyous holidays to come for themselves, their family, and their employees.
SESSION V: No Good Deed Goes Unpunished – How the IRS is Increasing Enforcement on Gifts and Charitable Donation Transactions
Presenters: Patrick J. McCann, Jr. and Victor M. Fox
The IRS has increasingly been auditing and asserting hyper-technical arguments in both the gift and charitable donation contexts. These arguments range from valuation disputes, to assignment of income arguments, to finer substantiation requirements. During this presentation, we will discuss common IRS arguments for these transactions, potential explanations for the IRS’s shift in gifts and charitable donation enforcement, and best methods for protecting clients against IRS enforcement in these areas.
If you have any questions, please email Meg Grossman at Meg.Grossman@chamberlainlaw.com.