CPA - medium firm
CPA - large firm
Enrolled Agent
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The session will review the leading federal tax developments of September 2021, featuring a pair of interesting cases related to divorcing or divorced individuals as well as one on the handling of hobby losses. On the business side, the session will look at the valuation of a business on the death of an owner—a Missouri federal district court bypassed an existing buy-sell agreement in determining the value of stock but included the insurance proceeds for the buyout in the valuation.
Learning Objectives:
- Recall the latest regulations, rulings, and pronouncements from the IRS
- Identify and summarize the most recent decisions out of the Tax Court and federal district courts around the country
David De Jong, CPA
Stein Sperling Bennett De Jong Driscoll PC
Principal
[email protected]
(301) 340-2020
As chair of the firm’s tax practice group, David helps businesses and individuals with a broad range of tax planning and controversy matters, estate planning, business transactions, and valuations. A CPA with a Master of Laws in Taxation from Georgetown University Law Center, he is accredited in estate planning by the National Association of Estate Planners and Councils and in business valuation by both the American Institute of Certified Public Accountants and the National Association of Certified Valuators and Analysts. With over 35 years of experience, David brings a high level of expertise, sound judgment, and personal attention to help solve his clients’ tax, estate, and business matters.
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