Steven Siegel, JD, LLM
The Siegel Group , Morristown, NJ

Address the critical and hot topics for income tax and estate planning in 2024. Cover the latest tax proposals and planning opportunities. Will there be any new tax laws enacted in 2024? The sunset of the 2017 Act is getting closer—what planning can and should be done? What opportunities exist to guard against future higher income and estate tax rates? Have the Secure Acts led to tax planning changes?

Vivian D. Hoard, Esq.
Fox Rothschild LLP , Atlanta, GA

Review recent cases and court rulings related to the never-ending tax litigation over conservation easements.

Hale E. Sheppard, J.D., LL.M.
Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

The IRS is on the attack, generating many disputes involving Employee Retention Credits, Paycheck Protection Program loans, Opportunity Zones, charitable art donations, foreign gifts, Malta pension plans, tax insurance, self-employment taxes on limited partners, and more. Discuss the past year's critical tax cases, administrative rulings, and other developments.

Michael J. Skordeles, AIF
Truist Bank , Atlanta, GA

Take an in-depth overview of current economic conditions and an outlook for 2024 and beyond, including the drivers and challenges.

Steven Siegel, JD, LLM
The Siegel Group , Morristown, NJ

Continue the discussion from this morning's conversation with Steve Siegel.

Jeremiah W. Doyle IV, Esq.
Senior VP and Wealth Strategist / BNY Mellon Wealth Management , Boston, MA

Planning doesn't end when the client passes away. Some of the most essential tax elections occur after the client dies. Discuss the following topics: protecting the fiduciary, the estate's fiscal year election, the administration expense election, the alternate valuation election, the Section 643(e) election, portability of the decedent's unused estate tax exemption, the QTIP election, qualified domestic trusts, disclaimers, death of a partner, S corporation stock, the Section 645 election, the Section 6166 deferral of the estate tax and generation-skipping tax elections.

Jeremiah W. Doyle IV, Esq.
Senior VP and Wealth Strategist / BNY Mellon Wealth Management , Boston, MA

Charitable remainder trusts (CRTs) and charitable lead trusts offer valuable tax and estate planning opportunities, one being the mirror image of the other. Discuss the various types of charitable remainder trusts, what provisions must be included in the trust document, the effect of unrelated business taxable income on a charitable remainder trust's exemption from taxation, how distributions to beneficiaries are taxed and how investments should be structured to minimize taxation of distributions to beneficiaries. Review charitable lead trusts (CLTs), both non-grantor and grantor charitable lead trusts and when one or the other is appropriate.

James Gnefkow, J.D., LL.M., MBA
Peachtree Planning Corporation , Atlanta, GA

Keith Dykes
Peachtree Planning Corporation , Atlanta, GA

Sound retirement planning often requires thoughtful analysis, personalized solutions, and strategic planning to address client objectives adequately. Examine insights into holistic retirement planning, including the importance of a customized investment approach, asset protection and risk management strategies, income tax considerations, philanthropy desires, and estate and legacy planning considerations.

Tracy Johnson, RN, CCM, CDCP
Premier Care Management of Georgia , Atlanta, GA

Learn about the unique challenges and opportunities individuals face navigating the aging process alone. Discuss how comprehensive life care management and planning can provide a roadmap for a secure and fulfilling future, addressing key aspects such as health care, housing, insurance, legal and financial considerations. Also, review the increasing need for understanding related to cognitive impairment.

Rebecca Cummings, Esq.
Legacy Studio Estate Law , Atlanta, GA

Conversations about death, money, and taxes are challenging, even in the best circumstances. Planning around family breakups and blended families adds another layer of complexity. Examine the essential planning tools needed to successfully navigate your clients' changing family unit and the best practices for addressing these issues in your practice.

Hunter Ewing, CLU, ChFC
High Ground Company, LLC 6120 Powers Ferry Rd., Suite 275 , Atlanta, GA

David F. Golden, CPA, Esq., LLM
Attorney/Partner / Troutman Pepper Hamilton Sanders LLP , Atlanta, GA

In this closing session, summarize each presenter's high points, tying together all the sessions and helping solidify what you have learned over the three days.