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Pre-Summit Workshops

Monday, August 26 

1:00 pm – 4:35 pm – 2 Concurrent Workshops
Donald E. Stephens Convention Center, Rosemont, IL 
CPE: 4 Hours 
Specialty Credits: 4 CFP, 3.25 CLE, 4 EA
Cost: $200 Members/Non-Members 

Basic Trusts: Taxation of Trusts and Preparing Form 1041 
Roll up your sleeves and participate in a hands-on preparation of Form 1041. Plus, hear why trusts are created and understand the tax return filing requirements for trusts and estates. Bonus: Walk away with sample trust language for trust classification you can use in your practice. 
Lee Arbus, CPA, JD, LLM – Partner, Levun, Goodman & Cohen, LLP
Renee Andrews-Tushinski, CPA – Director, ORBA


TCJA: Lessons Learned From the First Filing Season
Changes like the ones resulting from the Tax Cuts and Jobs Act happen once in a career. Discuss the real-life impacts that practitioners of all sizes have encountered and hear strategies for planning for the future. Plus, review recent changes to the IRS Examination, Collection, and Appeals processes.
Mark S. Heroux, JD - Partner, Baker Tilly Virchow Krause, LLP
Luis Plascencia, CPA – Principal, Luis V Plascencia CPA, PC

A simulcast option is available for this session.



Please note:
These workshops are optional
and require a separate registration.


550 West Jackson Blvd | Chicago, IL 60661
P: 312.993.0407 or 800.993.0407 (IL only)
F: 312.993.9432

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