Boston, MA: Modern Year-End Tax Planning For High-Net Worth Individuals and Noncitizens

Nov 13, 2017 03:30pm -
Nov 13, 2017 07:00pm

Event Description


The New England Chapter of the American Academy of Attorney-CPAs invites you to:


Modern Year-End Tax Planning

For High-Net Worth Individuals and Noncitizens


Monday, November 13, 2017

3:30 p.m.  - 7:00 p.m.




Morris N. Robinson, Esq., CPA, LL.M

Patricia Weisgerber, Esq., LL.M

Jeffrey G. West CFP®, AIF®, MBA

Cody Belland, CPA

Year-end tax planning has changed. Until recently, year-end tax planning was done in the fall and the time horizon was about 60 days - from about November 1 through December 31 of each year. The tax-planning objective was limited to minimizing clients' federal and state income tax liabilities due the following April. Today, modern year-end tax planning for high net worth clients and noncitizen taxpayers also includes advising clients on:


(1)  Tax Audits: Minimizing exposure to federal and state tax audits;


(2)  Trust Taxes: Minimizing federal and state tax liabilities on the income accumulated in family trusts for the benefit of unborn and unascertained beneficiaries;


(3)  Residency Planning for Noncitizens: Minimizing the exposure of noncitizens to U.S. taxation through residency tax planning;


(4)  Family-Oriented Gifting: Gifting to the younger generation with common sense; and 


(5)  Penalty Avoidance: Minimizing exposure to sometimes severe penalties.


When high net worth clients also have foreign-source income and/or foreign financial assets, these additional objectives take on added urgency. This timely seminar provides an overview of traditional tax planning. It also describes modern planning for high net worth clients and noncitizen taxpayers, especially those with foreign-source income and/or foreign financial assets.


About the Speakers

Morris N. Robinson, Esq., CPA, LL.M

Morris is a leading expert in the legal and accounting fields, specializing in the most advanced areas of state, federal, and international tax law. From his decades of experience as a tax attorney and accountant, Morris has provided legal counsel to hundreds of individuals and businesses to solve their tax problems. From Germany to Georgia, from New Zealand to New York, Morris can fight cases efficiently, professionally, and confidentially-- thereby producing the strongest outcome for his clients. He publishes frequently on The Mass Tax Alert Blog™. Morris is serving his third consecutive two-year term as President of The New England Chapter of The American Academy of Attorney-CPAs. Click here to read Morris' full biography.  


Patricia Weisgerber, Esq., LL.M

Patricia joined M. Robinson & Company in August 2014 as a Tax Associate where she represents clients in resolving federal, state, and international tax problems. Her experience in international tax law includes tax treaty review, international tax compliance under the Offshore Voluntary Disclosure Program, preparation of international tax returns and international tax consultation. Patricia participates in the legal community as a member of the American Bar Association's Tax Section, as a member of the Boston Bar Association 's International Law Committee and as chair of the Philanthropy Committee for Trust and Estates Consortium of Boston. Additionally, she has been a guest speaker on a variety of tax law issues including state domicile, nexus, and overseas employment assignments for the Massachusetts' Society of CPAs, the Boston Bar Association, Strafford Publishing and Lorman Educational Services. Patricia is also a regular contributor to The Mass Tax Alert ™ Blog where she discusses current issues in the tax law. Click here to read Patricia's full biography. 


Jeffrey G. West CFP®, AIF®, MBA

Jeff­rey is a principal of Financial Compass Group, LLC and co-creator of "The Panoramic Process", a financial behavior strategy based on risk-assessment and tax-tactical strategies. Known for his financial leadership, Je­ffrey brings more than 30 years of experience assisting clients as a financial advisor, in the areas of retirement plan design, estate, insurance, investment management, and financial planning strategies.  He previously served on the faculty of Boston University's Metropolitan College Program for Financial Planners. Jeff­rey has lectured extensively for many professional organizations, including the National Tax Institute, Boston Tax Institute, Foundation for Continuing Education, several Massachusetts Estate Planning Councils and FL, MA, ME, NH, NY, KY and VA Societies of CPAs. His planning advice has been highlighted the Boston Herald and Wall Street Journal. He is the recipient of the Massachusetts Society of CPAs' "Lamp of Learning" award for teaching excellence. Jeff­rey's professional associations also include being a past Chairman of the MSCPAs' Personal Financial Planning Committee. Click here to read Jeffrey's full biography.


Cody Belland, CPA

Cody serves as a senior accountant in Wolf and Company's Tax Department where he works in the Private Client Group. He provides tax compliance, planning, and consulting services for both businesses and individuals and his areas of expertise include closely-held family businesses, multigenerational families, and high-net-worth individuals. By working on both the business and individual tax returns of clients, he has developed an in-depth understanding of the tax implications which decisions made at the business level have at the individual level. These choices create significant opportunities for planning and advising. Cody also works directly with the attorneys, family offices, and financial advisors of clients to ensure tax implications are always being considered and quarterly tax obligations are being met. Cody is a licensed Certified Public Accountant and is a member of the American Institute of Certified Public Accountants as well as the Massachusetts Society of CPAs, where he sits on the Federal Tax Committee. He earned his undergraduate degree from the Isenberg School of Management at UMass Amherst where he majored in accounting and double minored in economics and political science. Click here to read more about Cody.

Date & Time

Monday, November 13, 2017 

3:30 - 4:00 PM Registration and Coffee 

4:00 - 6:00 PM Study Program 

6:00 - 7:00 PM Refreshments and Networking



Metro Meeting Centers, 101 Federal Street, 4th Floor, Boston, MA 02110



This program qualifies for 2.0 credit hours of Continuing Professional Education (CPE) for Certified Public Accountants (CPAs) in Business Law.


Prerequisites: None

Advanced Preparation: None

Program Level: Overview

Delivery Methods: Group-Live


Free Admission

Admission is free for all business professionals. 


Who Should Attend: Attorneys, Certified Public Accountants, Business Professionals



Registration is appreciated by Friday, November 10, 2017

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:




Event Type:Chapter Meeting
Early registration ends on Oct 09, 2017.
Regular registration starts on Oct 10, 2017 and ends on Nov 12, 2017.
Late registration starts on Nov 13, 2017.
(GMT-05:00) Eastern Time (US & Canada)