Estate Planning Best Practices

• Jordon Rosen, CPA, MST, AEP, BLS CPA

High Level Multi-Disciplinary Collaboration in Financial Services (EST, TAX)

• Jordon Rosen, CPA, MST, AEP, BLS CPA
• Thomas N. Tillery, MA Ed., MSFS, AEP®, CFP®, CLU®, ChFC®, LUTCF®, CRPC®, Vice President/Chief Compliance Officer, Paraklete® Financial, Inc.
• Todd Fithian
• Lisa Featherngill, CPA/PFS, CFP (R) , Head of Legacy & Wealth Planning, Abbot Downing

Essential Elements of a Special Needs Financial Plan (EST, PFP, TAX)

• Michael Walther, MBA, CPA, PFS, CFP, CFA, President, Oak Wealth Advisors

Cost Basis

• Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner, Keebler and Associates, LLP
• Jeremiah Doyle, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management

Grantor Trusts - The Key Rules and the Useful Tools (EST, TAX)

• Steven Siegel, President, The Siegel Group

Advanced Trust Tax

• Irene Estrada, JD, Managing Director, PwC
• Brian T Whitlock, CPA/JD/LLM, Attorney at Law, Brian T. Whitlock, P.C.

The Best Defense is a Good Offense: Effective Preparation of Forms 709 & 706 (EST, TAX)

• Paige Goepfert, CPA, MST, CSEP, Andersen
• Audrey G Young, JD, LLM Tax, Of Counsel, McLane Middleton

Income Tax Consequences of Funding Bequests

• Jeremiah Doyle, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management

Mind Your T's and Q's: Ethics of Planning for Modern Families

• Steven Kriz, J.D., LL.M., Attorney, Levenfeld Pearlstein, LLC

Estate Planning & Hollywood

• Missia H. Vaselaney, JD, (inactive) CPA, Attorney, Taft Stettinius & Hollister, LLP