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X-WR-CALDESC:Events for Evergreen Advisors
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UID:24107-1739431800-1739469600@evergreenadvisorsllc.com
SUMMARY:MTC Technology Transformation Conference
DESCRIPTION:The 6th Annual Technology Transformation Conference brings Maryland-based technology organizations and professionals together to educate one another regarding the newest and most exciting technologies of the day and discuss and find new ways to collaborate and apply this knowledge and these emerging technologies to their own business. \n\n\n\nAn Enhanced Experience at the 6th Annual Technology Transformation Conference \n\n\n\nCentralized Hub for a Streamlined Experience: The Hall will serve as the dynamic hub for all sessions\, lunch\, and the cocktail reception\, featuring an upgraded registration area for a streamlined check-in process. \n\n\n\nExpanded Exhibit Hall: Conveniently located next to the Hall\, the exhibit space offers ample room for cutting-edge tech showcases\, giving exhibitors more visibility and attendees easy access to the latest innovations. \n\n\n\nSmart Networking Space: Recharge—literally—with designated networking areas equipped with charging stations\, so you can catch up on emails and stay connected between sessions. \n\n\n\nLarger Capacity\, Bigger Opportunities: With room for over 500 attendees\, the Hall offers expanded seating for more networking\, collaboration\, and learning. \n\n\n\nState-of-the-Art Technology: Experience the best in AV and audience engagement technology\, ensuring every session is immersive and impactful. \n\n\n\nIndustry-Focused Roundtables: Engage with leading CEOs from key technology sectors in our focused roundtables\, offering deep-dive discussions on the most pressing trends in the industry.
URL:https://evergreenadvisorsllc.com/upcomingevent/mtc-technology-transformation-conference/
LOCATION:Maryland Live!
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DTSTART;TZID=America/New_York:20250213T120000
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SUMMARY:HOCO Estate Planning Council: Preparing for Audits - Best Practices for Minimizing Audit Risk in the Planning Process
DESCRIPTION:About the Program: The panel will discuss steps estate planners can take to minimize the chance or impact of an estate or gift tax audit\, especially in the wake of anticipated Tax and Jobs Act pre-sunset gifting and the Maryland Comproller’s renewed efforts to investigate Maryland estate tax returns. \n\n\n\nAbout the Panelists:Amanda Abel is the Manager\, Estate and NRS Tax Units\, Revenue Administration Division of the Comptroller of Maryland.  \n\n\n\nPatrick Guthrie\, CFA\, is the director of business development with Evergreen Advisors. \n\n\n\nMelissa L. Wiley\, Esq. is a Partner in Lowenstein Sandler’s Washington\, D.C. office. Her practice focuses on assisting clients to come into compliance with their U.S. tax obligations and advising U.S. taxpayers on all types of civil and criminal tax controversy matters at the federal and state level. Prior to joining the firm\, Ms. Wiley was a Senior Manager in the National Tax Department at a Big Four accounting firm\, where she specialized in tax controversy. In addition to serving clients\, Ms. Wiley served as a firm subject matter expert on a variety of tax controversy topics and regularly spoke on firm webinars and taught classes to colleagues and clients. With that firm she also served as internal counsel\, providing legal guidance on a variety of matters related to the firm’s tax practice. Prior to that\, Ms. Wiley was a tax controversy attorney at an international law firm\, where she represented clients in federal and state controversy matters\, including taking three cases through trial. Ms. Wiley previously worked as analyst in the insurance industry before attending Georgetown University Law Center. She is active in tax professional organizations\, including the AICPA and the ABA Tax Section\, where she currently serves as Vice Chair for Committee Operations. She also is dedicated to assisting local children and caretakers through the Children’s Law Center\, where she serves on the board and has provided pro bono services for more than 15 years. \n\n\n\nSchedule:12:00 pm – Registration\, networking and buffet lunch12:30 pm – Program begins1:45 pm – Program ends
URL:https://evergreenadvisorsllc.com/upcomingevent/hoco-estate-planning-council-preparing-for-audits-best-practices-for-minimizing-audit-risk-in-the-planning-process/
LOCATION:Cured 18th & 21st\, 10980 Grantchester Way\, Suite 110\, Columbia\, MD\, 21044\, United States
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