Chair: Thomas J. Phillips, von Briesen & Roper, s.c., Milwaukee, WI
Closely Held Businesses Chair: Galina “Allie” P. Petrova, Petrova Law, Greensboro, NC
Planning Considerations and Issues for Trusts as Owners of S Corporations and other Closely Held Business.
This panel will discuss selected federal and state income tax issues that arise from the ownership of interests in closely held businesses by trustees of trusts. The panel will address a number of issues, including structuring basics, recent case law updates, qualified small business stock, section 199A , and the new partnership audit rules.
Moderator: Andrew R. Comiter, Comiter Singer Baseman & Braun, Palm Beach Gardens, FL
Panelists: Karen Sandler Steinert, Fredrikson & Bryon PA, Minneapolis, MN; Brad Roe, Grant Thornton, Houston, TX; Adam Abrahams, Meyers Hurvitz Abrahams LLC, Rockville, MD