2022 Annual Estate Planning Conference (13000)

Monday, July 25, 2022 - Wednesday, July 27, 2022 / Greensboro, GA

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.

GSCPA has established a special room rate for Estate Planning attendees. Make sure you reserve your room early to guarantee this rate.
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Event Status: CLOSED – Please contact the CPE Department at 404-231-8676, Opt. 3 or 800-330-8889, Opt. 3 for additional assistance.

Event ID: #13000

CPE: 16.0 credits

Total Price: $759.00

Other Attendance Options

These related conferences are also available for purchase.

No Thanks

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.

Day 1
> Current Events
> Designating Trusts as Beneficiaries of IRAs
> Preparing Women for Prosperity
> Economic Update

Day 2
> Understanding Key International Tax Issues in 2022
> No Good Deed Goes Unpunished: The Continuing Attacks on Conservation Easements
> The CPA Playbook for Better Owner Engagement
> Business Succession In Estate Planning

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)
> The Art of the Family Meeting
> Pulling It All Together


Gold Sponsor

Silver Sponsor

Breakfast Sponsor


> Nease, Lagana, Eden & Culley, Inc.
> Peachtree Hotel Group
> Sandy Bay Capital, LLC
> The Strategic Group of Companies

This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more information about eMaterials, visit ematerials.gscpa.org.

Monday, July 25, 2022

Continental Breakfast and Registration

A - Critical Tax and Estate Planning Issues in 2022 Credits: 1.5 TT

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

Did we get everything correct in the planning "rush" of 2020 and 2021? The IRS has successfully attacked indirect gifts, improperly valued GRATs and poorly described transfers of business interests. What should we be checking? What should we be doing in light of the Proposed Secure Act Regulations? Is it time to start thinking about planning for the sunset of the 2017 Act at the end of 2025 - or possible earlier tax law changes? Address planning techniques to recommend now, including properly using SLATs, decanting, powers of appointment and more.

Networking Break

B - Designating Trusts as Beneficiaries of IRAs Credits: 1.0 TT

Ritesh G. Patel, J.D., LL.M
Cohen Pollock Merlin Turner, P.C. , Atlanta, GA

Receive an overview of the two types of trusts commonly utilized by estate planners following the passage of the SECURE Act to allow the IRA owner to retain control over the disposition of the IRA after death while maximizing the period over which the IRA must be distributed to the trust and beneficiaries.

Networking Break

C - Preparing Women for Prosperity Credits: 1.0 ST

Stacy W. Hanley
Lefkoff, Duncan, Grimes, Miller & McSwain, PC , Atlanta, GA

Women in the United States control 75 percent of the total personal wealth. Yet, most women are not participating in the financial and estate planning process until they get crushed by an unexpected life event such as divorce, disability or death. Learn how to demystify and simplify women's financial and estate planning process. Employ a framework to engage women in the financial and estate planning process. Review case studies to identify particular issues unique to women based on their age and life circumstances. 

Lunch & D - On the Economic, Political and Business Climate (Session 12:05 - 12:55pm) Credits: 1.0 EC

Dr. Roger C. Tutterow, Ph.D.
Director, Econometric Center / Kennesaw State University Coles College of Business , Kennesaw, GA

Nine years ago, we cleared significant hurdles that were necessary steps back toward "normalcy" after the Great Recession. As the economic expansion moved through its 11th year, it was derailed by a global pandemic not seen in a generation. Explore an overview of global, national and regional economies, including recent developments in the effect of COVID-19 on the retail sector and real estate, progress toward resolution of supply chain and labor market dislocations, the recent upturn in inflation and inflationary expectations and the structure and effect of current fiscal stimulus.

E - When a Grantor Trust Ends: What to Do with S Corp Shares and Other Issues Credits: 1.5 TT

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

Address several critical issues concerning grantor trusts. Topics include whether grantor trusts will survive the government's attempts to eliminate their planning benefits; what happens when the grantor's liquidity fails; can grantor powers be relinquished; can the trustee of a Defective Grantor Trust help the grantor pay income taxes; when grantors die what happens to the trust; and how does a grantor trust funded with S corporation shares preserve the S election when the shares pass to heirs?

Tuesday, July 26, 2022

F - Understanding Key International Tax Issues in 2022: What You Don't Know Can Hurt You and Your Clients Credits: 1.5 TT

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

IRS enforcement has reached new heights with a tax dispute attorney serving as Commissioner. Indeed, the IRS conducts dozens of active "compliance campaigns," with more announced regularly. Audits focus on unreported foreign assets, transition/repatriation taxes, foreign investors with U.S. property, FATCA violations, tax withholding on payments abroad, receipt of foreign gifts and inheritances, deceased taxpayers with unresolved non-compliance, and much more. Explore key issues, current IRS campaigns and remedies for taxpayers.

Networking Break

G - No Good Deed Goes Unpunished: The Continuing Attacks on Conservation Easements Credits: 1.5 TT

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

While the IRS's war on conservation easements continues, the taxpayers are fighting back and have won a few battles in the process. Hear the latest updates from the front in this ongoing battle. When will it ever end? 

Networking Break

H - The CPA Playbook for Better Owner Engagement Credits: 1.5 BM

Scott Snider
Exit Planning Institute , Westlake, OH

Explore the CPA Playbook developed by the CEPA Faculty and leadership at EPI. This playbook focuses on exit planning and helping CPAs and their firms get more engaged with business owners as they venture down the path to a higher valuation, alignment of personal and financial goals, and preparation for exit/selling their company.


I - Business Succession from a Litigator's Perspective Credits: 1.5 TT

Craig Frankel, J.D.
Gaslowitz Frankel LLC , Atlanta, GA

Discuss preparing for business succession during estate planning to mitigate family issues that tend to emerge after death.

Wednesday, July 27, 2022

Continental Breakfast

J - So You Want to Be a Philanthropist: The View from the 10 Meter Diving Platform into the Blue Bottomless Pool Credits: 1.5 ST

Oscar L. Wiseley
Financial Strategies / Synovus Family Asset Management , Columbus, GA

Receive a high-level perspective on significant philanthropic planning. The discussion will focus on considerations including (1) should we undertake this at all; (2) whose philanthropic goals are we trying to achieve; (3) volunteers or conscripts in philanthropy; (4) how to make it go right; (5) what to do when it goes wrong; and (6) in perpetuity is a long time, maybe too long.

Networking Break

K - The Art of the Family Meeting Credits: 1.5 ST

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

Discuss the critical elements of a successful post-death family meeting and the specific follow-up recommended for keeping the peace in our clients' families.

Networking Break

L - Pulling It All Together Credits: 1.0 TT

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

In this lively closing session, summarize the high points of each presenter, tying together all the discussions and help solidify what you have learned over the three days.

Conference Materials


Conference Site

The Ritz-Carlton Reynolds,
One Lake Oconee Trail
Greensboro, GA 30642



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Late Registration

$799 GSCPA Members, $899 Non-Members (after 7/20/2022)