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. 

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 | Eli Noff and Peter Palsen, Frost Law

Price: $325 (Member/Nonmember)

Advanced Tax Institute Day 3: 

Estate Planning Issues

Session Highlights include: 

Decanting | Sarah Kahl, J. D., Partner, Venable LLP

Recent Developments in Federal Estate and Gift Tax | Beth Kaufman, Molefi McIntosh and Megan Muncey Federman, Lowenstein Sandler, LLP

Special Needs Trusts | Mary E. O'Byrne, Esq., Partner, Bowie & Jensen LLC, Jeremy T. Garner, Esq., Member, Bowie & Jensen LLC, Victoria Z. Sulerzyski, Esq., Of Counsel to Bowie & Jensen, LLC

Insurance | Adele Zilber, CFP, CLU, ChFC, CLTC, AEP, Managing Director, Highland Capital Brokerage

Price: $325 (Member/Nonmember)

Advanced Tax Institute Day 2: 

Real Estate & Partnerships

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

Sale of Partnership Interest  | Norman Lencz, Venable LLP

Partnership Tips and Tricks - Things Practitioners Need to Know | Megan Stoner, BDO USA

Section 731 and New Disclosure Form 7217

Price: $325 (Member/Nonmember)

Advanced Tax Institute Day 4: 

State and Local Tax Day

Session Highlights include:

Ongoing Modernization Projects & PTE Process Restructuring | MD Officials - Comptroller Brooke Lierman, Esq., Comptroller of Maryland, Andrew Schaufele, Revenue Administration Division, Comptroller of Maryland

Maryland Court Case Update | Renee Nacrelli, Esq., Division Director, Maryland Office of the Attorney General, and Murray Singerman, Esq., Principal Counsel, Maryland Office of the Attorney General

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 | District of Columbia: Elissa Borges, J.D., Assistant General Counsel, Office of the Chief Financial Officer | Virginia: Andrew Lampropoulos, CPA, Manager, YHB CPAs & Consultants
| Pennsylvania: Drew VandenBrul, MS, CPA, Managing Director, State and Local Tax, Grant Thornton Advisors LLC

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 | Eric Carstens, J.D., LLM, Partner, McDermott Will & Emery LLP and Douglas Lindholm, Esq, Special Counsel, Council On State Taxation (COST)

Price: $325.00 (Member/Nonmember)