11/05/2026
Tax Week in Maryland is almost here, and we’re so glad to be part of it.
From November 16–19, MACPA’s Advanced Tax Institute welcomes tax professionals to Martin’s West and online for four days of learning. The days cover business tax, real estate and partnerships, estate planning, and state and local tax, with 23 sessions led by 36 experts. Here’s a look at the full lineup.
â—Ź Federal Tax Procedure Update
Presented by Eli Noff, JD, CPA and Eric Rollinger JD, MPA, CPA, CVA, MAFF
â—Ź Individual Tax Update
â—Ź Multistate Income Tax Issues of Trusts and Estates
Presented by David De Jong, LLM, CPA-ABV, CVA, AEP
â—Ź Business Tax Update
Presented by Brian O'Connor, J.D., LL.M and Elizabeth Stieff
â—Ź AI and Data Security
Presented by Greg Tselikis, Susan Massey and Devin Gaither
â—Ź Avoiding Costly Tax Mistakes
Presented by Eli Noff, JD, CPA
â—Ź Scam Victim Issues and Tax Consequences
Presented by Justin Hughes, CPA, JD, LLM
â—Ź Limited Partner Exception to Self-Employment Taxes: Long History, Current Cases, and Future Impact
Presented by Hale Sheppard
â—Ź Real Estate Tax Policy and Legislative Update
Presented by Ryan McCormick
â—Ź Real Estate Tax Transactional Planning Issues and Opportunities
Presented by Paul Wilner
â—Ź Partnerships Mergers and Acquisitions
Presented by Whit Cocanower
â—Ź Real Estate Partnership Tax Considerations: Practical Introduction to Sections 704(c) and 752
Presented by Jeff Erickson, CPA and Ashley Lu
â—Ź Profits Interest Planning
Presented by Brian O'Connor, J.D., LL.M, Christopher Davidson, LL.M., J.D., and Matthew Carruth
â—Ź Recent Federal Tax Developments for Estate Planners
Presented by Beth Kaufman and Meghan Federman
â—Ź Inherited IRAs with a Trust as the Beneficiary
Presented by Jake Polivka, Rebecca Sheppard and Richard Adams
● What Can I Say Except, You’re Welcome? Reporting Gifts on Form 709
Presented by Sarah Kahl
● Maryland Comptroller’s Office Update
Presented by Comptroller Brooke Lierman and her leadership team
â—Ź What you need to know about state taxation in a rapidly changing world
Presented by Karen Syrylo and Jeffrey Friedman
â—Ź Maryland Court Cases
Presented by Murray Singerman and Renee Nacrelli
â—Ź Your Robot Is Not Licensed, But You Are: OPR Issue No. 2026-19, Circular 230, and the Developing Duty of Care
Presented by Peter Haukebo
â—Ź Determining PTE Entity Tax in Maryland and elsewhere: issues to consider
Presented by Elil Shunmugavel Arasu, Walter Calvert, Elizabeth Stieff, Matthew Carruth and Karen Syrylo
â—Ź Mid Atlantic State Update
Presented by Elissa Borges, Jason Skrinak, CPA, and Elil Shunmugavel Arasu
â—Ź National Developments in SALT with Congressional Updates
Presented by Douglas Lindholm, Brian Oliner and Eric Carstens
Between sessions, we’d love to meet you. Stop by our booth to meet our Ambassador, Yehuda Tenenbaum, EA and see how firms your size run on TaxDome, and how their clients use the TaxDome app, rated 4.9 stars across 40,000+ reviews.