You can attend virtually or in person on day 1, September 18th, of the MACPAs Chesapeake Tax Conference. We are hosting a Watch Party at Junior Achievement of Central Maryland. We have limited seating so please register early! To purchase this product, please go to our bundle page.
Please remember to bring your device and download the materials ahead of time.
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Business Law, Estates, Trusts & Probate, Tax Law
Chair of Stein Sperling’s nationally regarded tax law group, David De Jong is a recognized and highly sought industry authority with more than 45 years of experience. Raised in Montgomery County, David always intended to practice law in his “home town”. He has been instrumental in maintaining Stein Sperling’s collegial, small-firm feel while helping its tax department grow into a regional powerhouse.
David has a gift for putting himself in his clients’ shoes to gain a deep understanding of their tax-related concerns. He works hand-in-hand with them, providing first-rate representation and solutions customized to individual circumstances. David’s confidence and experience give his clients peace of mind that their tax matters – big and small – are in the right hands. David brings a high level of expertise, creativity, sound judgment and personal attention to helping solve his clients’ tax, estate and business matters.
Coauthor for 16 years of J.K. Lasser’s book, Year-Round Tax Strategies, David has been quoted frequently in a variety of publications including the Wall Street Journal and the New York Times. He has testified as an expert witness more than 50 times in tax, estate, business valuation and income matters and is an often requested speaker before industry groups throughout the country. Trained in collaborative law and mediation, David is available to assist divorcing and other disputing parties in resolution of those differences.
David is an integral part of many professional groups including the American Academy of Attorney-CPAs, of which he served as National President and received a prominent award for lifetime service to the organization. The Bar Association of Montgomery County recognized David as an Honorary Life Bar Leader for his many years of committed service. He is an adjunct professor at Washington & Lee University where he teaches an annual two-week intensive course in business transactions.
Speaker: David De Jong, JD, LL. M., Principal, Stein Sperling
This session will examine leading federal tax developments of the most recent 12 months including those affecting individuals, retirement and estate plans, businesses, and procedures. Developments will include new laws, regulations, cases, and rulings. While most of the update focuses on the most important happenings, the most interesting and humorous cases will make for a lively fast-paced session.
Speaker: Richard Chisholm, J. D., CPA, Shareholder, ChisholmOliver, LLP
In this presentation, we will explore the essential aspects of managing an S Corporation, including its unique benefits and responsibilities. It will cover the formation process, compliance requirements, tax advantages, and strategies for effective governance. Business owners and managers will be equipped with the knowledge needed to successfully navigate the complexities of an S Corp.
Speaker: Stuart Schabes, LL.M., J.D., Shareholder, Baker Donelson
The presentation will include in-depth discussion of Hot IRS topics including
Speaker: Beth Shapiro Kaufman, J. D., Partner, Lowenstein Sandler
Ms. Kaufman will discuss what will happen if Congress allows the TCJA doubling of the estate tax exemption and other tax provisions to sunset at the end of 2025. She will delve into which clients should use their exemption before a potential sunset, and planning techniques to facilitate its use, and present cautionary guidelines for determining which clients should not rush to use their exemption.
Speaker: Andrew (Andy) Schaufele, Chief Deputy Comptroller, Revenue Administration Division, Comptroller of Maryland