2022 Estate Planning Conference
Don't miss out on the 2022 Estate Planning Conference, back in person at the Ritz-Carlton Reynolds! Spend three days learning and networking with your peers in a serene setting.
Maximize your understanding of current estate planning developments by examining resources and tactics designed for quick implementation to help you accommodate your client's needs in achieving their goals.
Led by national experts, discussed at the local level, attendees will receive an in-depth understanding of issues and trends, including the outlook for the future, current events, trusts as beneficiaries, family meetings, business succession and international tax issues.
Make your hotel reservations today to lock in the special GSCPA rate >
TOPICS
Day 1
- Current Events – Steve Siegel
- Designating Trusts as Beneficiaries of IRAs – Ritesh Patel
- Preparing Women for Prosperity – Stacy W. Hanley
- Economic Update – Roger Tutterow
Day 2
- Understanding Key International Tax Issues in 2022 – Hale Sheppard
- No Good Deed Goes Unpunished: The Continuing Attacks on Conservation Easements – Vivian Hoard
- The CPA Playbook for Better Owner Engagement – Scott Snider
- Business Succession In Estate Planning – Craig Frankel
Day 3
- So You Want to be a Philanthropist: The View from the 10 Meter Diving Platform into the Blue Bottomless Pool (How to Avoid the Awful Surprise at the Bottom of the Bottomless Blue Pool) – Oscar “Lee” Wiseley
- The Art of the Family Meeting – Rebecca Cummings
- Pulling It All Together – David Golden
Register for the Estate Planning Conference >