ENG2121. Planning for Those Under $10 Million

• Jordon Rosen, CPA, MST, AEP (Distinguished), Director, BLS CPA
• Mrs. Karly A. Laughlin, CPA, Principal, Belfint, Lyons & Shuman, P.A.

ENG2117. Advanced Fiduciary Income Tax - Selected Issues

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

EST2115. Income and Estate Tax Planning for S Corporation Shareholders

• Laura Howell-Smith, JD, LLM Tax, Managing Director, Deloitte Tax, LLP

EST2116. The Formerly Perfect Estate Plan or How to Undo What Has Been Done

• Gerard Schreiber, CPA, Partner, Schreiber & Schreiber

EST2114. Communicating the Estate Plan

• Amy Jucoski, Abbot Downing
• Lisa Featherngill, CPA/PFS, CFP (R), Head of Legacy & Wealth Planning, Wells Fargo

ENG2109. Philanthropy in a Family Office

• Holly Isdale, JD, Founder, wealthaven
• Randy D. Abeles, CPA, Partner, RSM

EST2112. Let's Review: Business Valuation Reports

ENG2108. Determining Trust Accounting Income - Frequently Encountered Issues

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

EST2113. Overview of charitable giving techniques

• Ted R. Batson, J.D., M.B.A, CPA, Partner/Tax Counsel, CapinCrouse LLP

ENG2105. 2021 IRA and Retirement Planning Update

• Bob Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner, Keebler and Associates, LLP
• Ed Slott, CPA, Partner, Ed Slott and Company, LLC