INTUIT

Estate & Gift Tax Conference Simulcast

Guidance in Uncertain Times
Date: May 18, 2017
Time: 8:15 am - 4:35 pm program
Location: Online
Course Code: C42483
CPE: 8.5 CPE hrs
Cost: $360 members / $445 Non-members
Note: Early Bird: Register by April 20, 2017, SAVE $25!
2017CONF_LndPg_500x200_EGT



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Agenda

7:30 am - 8:15 am Registration and Networking Breakfast

8:15 am - 8:30 am Welcome & Overview of the Day

8:30 am - 9:45 am Estate, Gift, Trust and Charitable Technical Updates

9:45 am - 10:00 am Networking Break

10:00 am - 11:15 am IRAs Payable to Trusts

11:15 am - 12:05 pm Income Tax is the New Estate Tax

12:05 pm - 1:00 pm Networking Luncheon 10 Steps to Pursuing a Better Investment Experience

1:00 pm - 2:15 pm Modern Uses of Partnerships in Estate Planning

2:15 pm - 2:30 pm Networking Break

2:30 pm – 3:45 pm The Illinois Trust Code: What You Need to Know

3:45 pm – 4:35 pm What’s Hot and What’s Not in Life Insurance Today