Tax Update for Busy Elder Law Attorneys

March 29th at 3PM EST

Hosted By Rebecca A. Hobbs, Esq., CELA
ElderLawAnswers National Director


First 10 Registrations Free! Use this discount code and Save $95: 2019TU

Presented by James M. McCarten, Esq., L.L.M.

Tax season is here! Chances are you have been hearing about all the changes under the Tax Cuts and Jobs Act of 2017, but do you know how these changes will apply to your own elder law practice? This program is intended to provide you with a last-minute refresher on the tax changes and to give you a practical explanation of how the changes apply to both your personal taxes and your professional practice income. You don’t want to miss this webinar. April 15th will be here before you know it!

Topics to be covered include:
  • Tax implications for your professional practice
  • Choice of entity
  • The new qualified business income deductions
  • Tax implications for your personal taxes

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About The Presenters

James M. McCarten, Esq., L.L.M.

Jim McCarten, a partner with Burr & Forman, LLP, works out of both the firm's Atlanta and Nashville offices. When introduced to others by his daughter Kathryn, a young adult with autism, Jim becomes "my dad, the tax nerd," a description he now embraces. A "traditional tax practitioner" for the first 25 years of his professional career, Jim added special needs planning as an important part of his practice when Kathryn was diagnosed with autism. Jim's substantive tax practice includes the entire range of tax planning, including, mergers and acquisitions, structuring and forming start-up businesses, asset protection, family business planning and estates, trusts and wealth preservation. In addition to his transactional and tax planning practices, Jim represents clients during audits by or in litigation with the IRS and/or state Departments of Revenue. Jim's experience specifically includes: representing clients in front of the IRS or Georgia/Tennessee Department of Revenue, crafting tax structures for new business ventures, counseling clients on the tax aspects of business exit strategies and business succession issues, designing tax-effective executive compensation packages, creating appropriate estate plans, and counseling families on wealth planning.

A regular speaker to financial professionals, CPAs, Bar organizations and/or family organizations on substantive tax matters as well as special needs planning, Jim is a Fellow in the American College of Trust and Estate Counsel and a member of the Special Needs Alliance. He has been regularly included in various Super Lawyers lists and Best Lawyers in America in the areas of Estates and Trusts, Nonprofit/Charity Law, Tax Law and Tax Controversy-Litigation. In addition, Mr. McCarten has been honored for his substantive tax work, being selected by Best Lawyers as the Lawyer of the Year in Atlanta for Litigation and Controversy Tax in 2017 and Non-Profit/Charities Law for 2018. A graduate of the University of Kansas with a degree in Accounting, the University of Missouri-Kansas City School of Law and Emory University with an LLM (Taxation), Jim has recently been appointed to the Department of Behavioral Health and Developmental Disabilities ("DBHDD") Advisory Council for Georgia's Region 6. He, his wife, Diane, and their daughter, Kathryn, live in Fayette County, Georgia along with their personal kennel. Both Jim and Diane are active with The Arc of Georgia, Fayetteville First United Methodist Church and other Fayette County disability advocacy and community organizations.

Rebecca A. Hobbs, Esq., CELA

Rebecca A. Hobbs is the National Director of at ElderLawAnswers. She is an associate attorney with the law firm O'Donnell, Weiss & Mattei, P.C. in the greater Philadelphia, Pennsylvania area. She is Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation as authorized by the Pennsylvania Supreme Court. In 2019, 2018, and 2017 Rebecca was selected for inclusion by the Pennsylvania Super Lawyers as a Rising Star in the field of elder law.

She is an active member of the National Academy of Elder Law Attorneys (NAELA) and the Pennsylvania Association of Elder Law Attorneys (PAELA), and serves on the Editorial Board of the NAELA Journal and the serves on the Special Needs Law Section Steering Committee through NAELA. As a member the Pennsylvania Bar Association (PBA), she serves as the Young Lawyer Division Liaison to the Elder Law Section Council. Rebecca is also a member of the Montgomery County Bar Association and is a Co-Chair of the Elder Law Section.