Sirote & Permutt Presents Alabama Society of CPA Seminar Series
Sirote & Permutt, P.C., in collaboration with the Alabama Society of Certified Public Accountants (ASCPA), is pleased to present a series of continuing professional education (CPE) seminars about key legal issues in accounting, beginning July 30 and continuing through September.
“As a leader on many tax and estate planning issues, Sirote brings a wealth of knowledge to this year’s seminar series,” says Jeannine Birmingham, President and CEO of ASCPA. “The ASCPA looks forward to hosting these seminars and having them on board.”
"Our team of professionals greatly values this opportunity to present to the ASCPA many complex legal and tax issues that affect their clients—and ours too," says attorney Ronald Levitt, who spearheaded the collaboration. "The seminars will allow the Sirote team to provide perspective and insight, and to exchange ideas with our ASCPA colleagues."
Members of the law firm’s Corporate & Securities, Estates, Wills & Trusts, and Tax practice groups will present each section (more information on these groups below). The following topics have been selected:
The Affordable Care Act
July 30 by Jay Maples and Andy Andrews – Birmingham
Foreign Account Tax Compliance Act
Aug. 11 by Greg Rhodes and Michelle Levin – Montgomery
Aug. 19 by Greg Rhodes and Michelle Levin – Huntsville
Valuation Disputes in Tax Controversies
Aug. 11 by David Wooldridge – Montgomery
Aug. 19 by David Wooldridge – Huntsville
Sept. 18 by David Wooldridge – Tuscaloosa
Sept. 22 by David Wooldridge – Birmingham
Sept. 29 by David Wooldridge – Mobile
Hot Partnership Topics
Aug. 11 by Don Johnson – Montgomery
Aug. 19 by Don Johnson – Huntsville
Sept. 22 by Don Johnson – Tuscaloosa
Sept. 29 by Don Johnson – Birmingham
Business Succession Planning Panel
Aug. 19 by Howard Neiswender, John Baggette and Joe Ritch – Huntsville
Sept. 22 by Howard Neiswender – Birmingham
Sept. 29 by Howard Neiswender - Mobile
Planning with Special Needs Trusts
Sept.18 by Kathy Barr – Tuscaloosa
Avoiding the Assertion of Penalties in IRS Audits
Sept. 18 by Michelle Levin and Greg Rhodes – Tuscaloosa
1411 & Material Participation under 469
Sept. 18 by Ronald Levitt and Winston Busby – Tuscaloosa
Sept. 22 by Ronald Levitt and Winston Busby – Birmingham
Sept. 29 by Ronald Levitt and Shirley Justice – Mobile
The seminars are open for attendance by non-member CPAs as well as other non-CPA professionals and are approved for continuing professional education (CPE) credit by the Alabama State Board of Public Accountancy. To register for any seminar of the series, visit www.ascpa.org.
Sirote’s Tax Practice
Applying the deep and varied experience, and cutting-edge knowledge, gained by serving the firm’s core business clients and merchants in nearly every area of tax planning and controversies, Sirote & Permutt’s Tax Group regularly guides clients through all manners of tax issues, from basic to complex: audits; settlement negotiations and abatement proceedings; and tax litigation before the U.S. Tax Court, U.S. Claims Court, and the U.S. District Courts and Courts of Appeals.
Four members of Sirote’s Tax Practice Group have been elected Fellows of the American College of Tax Council (ACTEC), the most distinguished professional organization in this field of law.
Sirote’s Estates, Wills & Trusts Practice
The firm’s Estates, Wills & Trusts Practice Group offers more than half a century of experience and community leadership in estate planning, probate and trust administration. They provide a full range of estate, tax, business, charitable and special-needs planning for diverse clients with varying needs: closely held business owners, entrepreneurs, retired persons, charities, philanthropists, banks, trust companies, individuals serving as fiduciaries, and families of all sizes.
Six members of Sirote’s Estate Planning & Administration Group have been elected Fellows of the American College of Trust and Estate Counsel (ACTEC), the most distinguished professional organization in this field of law.