Tax Best Ideas Panel

• Julie A. Welch, CPA, PFS, CFP, Shareholder and Director, Meara Welch Browne, P.C.

Individual Income Tax Update

• Sharon L. Kreider, CPA, Owner, KREIDERCPA
• Karen Brosi, Enrolled Agent, Owner, Karen Brosi, EA, CFP, LLC

The Unexpected Limitations of the Excess Business Loss

• Chris Hesse, CPA, Principal, CliftonLarsonAllen LLP

Estate Planning Strategies for Moderate, High and Ultra High Net Worth

• Marty Finn, Partner, Lavelle and Finn, LLP
• Anthony Vitiello, JD. LL.M. (Tax), Partner and Chairman, Tax & Estate Planning Group, Connell Foley LLP
• Micaela Saviano, Art & Finance Tax Leader, Deloitte Tax, LLP

Cannabis, Cans and Cryptocurrency

• Donald Zidik, CPA, PFS, Waldon Rand
• Darren L. Neuschwander, CPA, GNM trader
• Judy Sees, CPA, Principal, Schroedel, Scullin & Bestic, LLC

Family Office: Automating Support Functions for High Net Worth Clients (TAX, PST)

• Kevin Cumley, CPA, CGMA, Director, Accountants Program, Sage Intacct
• Sophia Loh, Partner, Frank Rimerman
• Kane Polakoff, CPA, Practice Leader, UHY Advisors
• Mitchell Weintraub, CPA, Partner, Cordia Partners

Let's get together: Rules about Combining

• Troy Lewis, CPA, CGMA, Associate Teaching Professor, Brigham Young University

Positioning a Company for Sale: Win-Win Client Services

• Shannon Hudson, CPA, MST, altair
• Pete Lachance, CPA, MST, Partner, Altair Group, PLLC

Keeping it in the Family

• Jeffrey Porter, CPA, CPA, Porter & Associates CPAs
• Frank Lin, Jet Tax Services Inc.

Tax Issues for Clients with Aviation, Horse and Marine Activities

• Donald Zidik, CPA, PFS, Waldon Rand