Complex tax laws change all the time -

the strategy you give your clients must change with them!

Co-sponsored by the MSBA Section of Taxation Law and the MACPA, the Advanced Tax Institute (ATI) has been the “must attend” educational event for lawyers and CPAs in Maryland for almost 20 years. 

Advanced Tax Institute (ATI) invites attendees to choose 1,2,3 or 4 days of programming to expand your understanding and breadth of practice within the Taxation law sphere. ATI is the only program in Maryland focused on complex tax issues for business and individuals in four different areas: Current Tax Issues and Business Tax Update, Real Estate & Partnerships, Estate Planning Issues and State and Local Tax. 

With our partners at MACPA, we are proud to bring national and statewide speakers and faculty to Maryland attorneys to enrich your practice. 

6.5 hours of credit with surrounding MCLE states will be offered per day. 

 

Read on to learn more about programing and faculty for each day:

Advanced Tax Institute Day 1:

Current Tax Issues and a Business Tax Update

Ideal for: Business Law + Taxation Law Practitioners

Session Highlights include:

Individual Tax Update | Edward Leyden, Leyden Law, LLC

Planning for SALT Cap Sunset or Retirement Planning (Secure 2.0)| Adam Abrahams, Meyers Hurvitz Abrahams LLC

Business Tax Update | Brian O'Connor, Venable, LLP

IRS Procedure Update| Eric Rollinger, Stein Sperling Bennett De Jong Driscoll PC, and Peter Haukebo, Frost Law

International Information Reporting Overview

 

Register for Day 1

 

Advanced Tax Institute Day 3: 

Real Estate & Partnerships

Ideal for: Family Law + Estate & Trusts + Taxation Practitioners

 

More information and agenda will be available soon! 

 

Register for Day 3

Advanced Tax Institute Day 2: 

Real Estate & Partnerships

Ideal for: Real Property + Construction law + Taxation Law Practitioners

Session Highlights include:

Energy Transition + Real Estate = Success (Real Estate meets Energy Transition) | Steven Schneider and Stephen Weinstein, Hogan Lovells US, LLP

Federal Legislative Update - View from the Hill | Ryan McCormick - Real Estate Roundtable

Groupings |Paul Wilner, Grossberg Company, LLP

Deal Structure

Sale of Partnership Interest 

Tips and Tricks

 

Register for Day 2

Advanced Tax Institute Day 4: 

State and Local Tax Day

Ideal for: State & Local Government + Taxation Law Practitioners

Session Highlights include:

Maryland Comptroller's Update - Panel Discussion | Brooke Lierman, Comptroller of MD, Andrew Schaufele, RAD & Compliance Division 

Maryland Court Case Update| Murray Singerman and Renee Nacrelli, Maryland Comptroller's Office

Why Should I Care about the things I don’t know about - Part 1 Administrative issues updates [Hearings/Appeals, OICs , VDAs, MD PLRs, Regulations/Guidance,  Alternative Apportionment requests] | Jay Maschas - Moderator, Jacquelyn Tindall, Debora Gorman - Maryland Comptroller's Office

Mid Atlantic Update | Elissa Borgess, Office of the Chief Financial Officer, Andrew Lampropoulos

Why Should I Care about the things I don’t know about - Part 2 [Unclaimed Property, Admissions and Amusement Tax, Sales Tax,  BPOL, Ballpark fee] - | Walter Calvert, Venable, LLP and Karen Syrylo, Karen T. Syrylo, CPA - Moderator

National Developments in SALT | Doug Lindholm, Council On State Taxation (COST) and Eric Carstens, McDermott Will & Emery LLP

 Register for Day 4

Build your "perfect" week! If you are attending 1 day or all 4 days, attendees, regardless of membership status, can enjoy discounted pricing: 

  • Buy 2 days to receive $25.00 off
  • Buy 3 days to receive $50.00 off

Interested in attending the full conference? Save $75 by registering for all 4 days with code ATIDAYDISCOUNT4.

*please note all discounts are automatically applied at checkout. 


There will be a $25 fee for changing from IN PERSON format to Virtual after October 18, 2024.

Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite. 

The Maryland State Bar Association (MSBA) is committed to making its online and in-person services, products, and events accessible to everyone, including people with disabilities. To request an accommodation, please complete this form.