All times are Eastern Time Zone
9:25 AM - 9:30 AM | Welcome
9:30 AM - 10:45 AM | Proposals and Guidance: A Legislative Update
Speaker: Robert S. Keebler, CPA/PFS, MST, AEP(Distinguished) | Keebler & Associates, LLP
10:55 AM - 11:50 AM | What's Happening to IRAs After Death
Speaker: Robert S. Keebler, CPA/PFS, MST, AEP(Distinguished) | Keebler & Associates, LLP
12:00 AM - 1:30 PM | A Grantor Trusts Deep Dive
Speakers: Rebecca Wallenfelsz, JD | Chapman and Cutler LLP
Carl C. Fiore, JD, LLM | Andersen Tax LLC
1:30 PM - 2:15 PM | Lunch
2:15 PM - 3:15 PM | Practical Considerations in Using and Allocating the GST Exemption
Speaker: Brian T. Whitlock, CPA, JD, LLM, Attorney at Law |Brian T. Whitlock, P.C.
3:25 PM - 4:15 PM | Private Placement Life Insurance: The Opposite of Life Insurance
Speaker: Thomas J. Pauloski, JD | Bernstein Private Wealth Management
4:25 PM - 5:35 PM | Charitable Giving with Non-Charitable Trusts
Speakers: Kim Kamin, JD, AEP | Gresham Partners LLC
Carl C. Fiore, JD, LLM | Andersen Tax LLC
PICPA Member: $350
Nonmember: $450
Course No. CNIL220524 Level: Overview
Prerequisites: None
Notes
This webcast is hosted by PICPA's partner, Illinois CPA Society . You will receive log-in information from the Illinois CPA Society prior to this webcast.