Section Events

  • Tax Section: Advanced Tax & Estate Planning Strategies for Corporate Executives (Webinar)

    Apr 23, 12:00 PM - 01:15 PM (ET)
    Sponsored by the Taxation Section's Estates & Trusts Committee Registration Please RSVP to program facilitator Buzz Leach at . Shortly after receiving your registration, you will be sent a Zoom invitation to attend the webinar. Webinar Overview Join us for an insightful presentation on optimizing tax strategies for both income and estate tax efficiency. Discover innovative approaches, including... Split-Dollar Life Insurance- Exploring strategies to drive income receipt and wealth transfer with tax efficiency. Harbaugh Plan - creating tax-free income in the not-for-profit market. Funding Estate Plans Without Exemption or Gift Taxes - unlocking methods to fund estate plans without being burdened by utilizing exemptions or gift taxes. Multi-Gen Split-Dollar for Older and Uninsurable - Tailoring split-dollar life insurance for older individuals and those deemed uninsurable. Switch Dollar - split-dollar life insurance in high-interest rate environments. Navigating the benefits of split-dollar life insurance in high-interest rate environments. Premium Financing - examining approaches to fund tax strategies when there is a lack of liquidity or a high cost of capital. Discussion on avoiding risks and insights into mitigating risks associated with premium financing. Financed Split-Dollar -understanding the dynamics and benefits of financing split-dollar life Insurance premiums. Enhanced Charitable Lead Annuity Trusts - exploring advanced strategies for charitable lead annuity trusts. Graduate CLATS for Older and Uninsurable Presenters Jordan Smith. JD, LLM Schechter Wealth Vice President, Advanced Design Birmingham, Michigan (248) 731-9500 Jordan Smith works with our advisors and their clients in the design and implementation of advanced strategies. He provides an important legal perspective to strategies that involve estate planning, taxation issues, trust design and the preservation and transfer of wealth. Jordan is an attorney with a great deal of experience in tax and estate planning for high-net-worth individuals. Specifically, helping clients transfer wealth through annuity arbitrage, premium finance, sale of remainder interests, and life settlements, just to name a few. Before joining Schechter and since 2007, Jordan had his own law practice and was also the owner and founder of Insurable Interests LLC, an insurance agency and advisory firm. Prior to that, he was an equity partner at the law firm of Jaffe, Raitt, Heuer & Weiss. Jordan received both his bachelor's degree and J.D. from the University of Michigan. He received his L.L.M. in taxation from NYU. Colin Steinberg, CFP ® , CRPC ® Schechter Wealth Wealth Advisor Birmingham, Michigan (610) 389-5854 A seasoned leader at Schechter, spearheading a team of professionals dedicated to providing comprehensive income and estate tax solutions for corporate executives and high net worth families. Colin brings invaluable insights to his role, leveraging his 5-year background in financial advisory and executive benefit services. Colin graduated from the University of Wisconsin-Madison with a degree in Economics and Communications. He has continued to expand his knowledge and qualifications, earning certifications including the esteemed Certified Financial Planner (CFP®) designation and the Chartered Retirement Planning Counselor (CRPC®) credential. Moderator Buzz S. Leach, JD, LLM , Wealth Management / Trust Officer, Southern MI Bank & Trust Committee Chair – Tax Section MI Bar, Estates & Trusts Committee See the flyer for more information .

  • Federal Income Tax (FIT) Committee for a Free Seminar

    Apr 25, 04:30 PM - 07:00 PM (ET)
    Join the Federal Income Tax (FIT) Committee for a Free Seminar Thursday, April 25 Time - 4:30 - 5:30 p.m.-- Meeting & 5:30 - 7 p.m. -- Happy Hour Location - Plante Moran, 3000 Town Center, Ste.100, Southfield, MI 48075 Presenter - Ivan Hewines, CPA from Plante Moran will be speaking about Partnership mixing bowl transactions in mergers and acquisitions, including a discussion on IRC Section 737 and Section 704(c)(1)(B). Registration - Register at the button below no later than Thursday, April 18.
    Southfield, MI, United States

  • Invitation to Apply for the SBM Taxation Section Grant

    Apr 30, 09:00 AM - 05:00 PM (ET)
    The Taxation Section of the State Bar of Michigan is pleased to announce that it will make available funds of up to $12,000 for grants to qualifying organizations that provide taxpayer assistance to low-income individuals. Organizations seeking a grant should make a proposal to the Taxation Section no later than April 30, 2024 . All grant proposals should include the following information: The name, address, and phone number of the applying organization (including the name of a contact person). The federal employer identification number of the applying organization. A copy of the IRS letter qualifying the applying organization as tax-exempt. The amount of funds sought and a detailed description of the proposed project or program, including goals and intended use of the grant funds. A description of other potential sources of funds for the proposed project or program. Disclosure of any relationship between the applying organization and any current or former member of the Taxation Section Council. Please email to request an application form or ask questions about the grant.

  • Tax Court Luncheon

    Apr 30, 12:00 PM - 02:00 PM (ET)
    Join the SBM Taxation Section for the Tax Court Luncheon Tuesday, April 30 Noon - 2 p.m. Location The Westin Book Cadillac 1114 Washington Blvd. Detroit, MI 48226 Special Guest Judge Joseph W. Nega, Judge of the United States Tax Court Registration Register at the button below no later than Tuesday, April 23.
    Detroit, MI, United States