Date: May 22, 2024
Time: 8:25 AM - 4:30 PM
Location: Illinois CPA Society Learning Plaza and Virtual
Address: 550 W. Jackson Blvd., Suite 900 | Chicago, IL 
In-Person & Virtual Code: C62204

Credits: 8 CPE, including 6.5 CLE (pending) and 8 CFP (pending)

REGISTER EARLY AND SAVE!
Cost: $385 Member | $485 Non-Member
Cost after May 1: $415 Member | $515 Non-Member

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Estate, Gift & Trust Conference Agenda (All times are CST)

8:30 AM 9:40 AM | Recent Developments and Strategies in Estate Planning
9:55 AM – 10:55 AM | Navigating Rollover and Transfer Rules for Beneficiaries
11:05 AM – 12:05 PM | Tips for Saving Taxes and Avoiding Penalties: IRAs and Employer Plan Accounts
12:30 PM – 1:00 PM | Economic Outlook: Sticking the Soft Landing
1:10 PM – 2:10 PM | Estate Planning Strategies in a High Interest Rate Environment
2:20 PM – 3:20 PM | Social Security: Making an Informed Decision
3:30 PM - 4:30 PM | A Practitioner's Guide to the Illinois Trust Code
4:30 PM - 5:30 PM | NEW! Networking Reception

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Special Thanks to the Estate, Gift & Trust Conference Content Advisory Group:  

Lee Arbus, CPA, JD, LLM, Partner | Levun, Goodman & Cohen, LLP   
Michael A. Deering, CPA/PFS, MST | Tax Partner, Mowery & Schoenfeld, LLC   
Gary S. Hart, CPA, Tax Partner | Mowery & Schoenfeld, LLC   
Eunice Sullivan, CPA, MST | S&P Tax Solutions, Ltd. 

 

Thank you to our Estate, Gift & Trust Conference sponsor:

All program information is subject to change. I acknowledge that my in-person attendance is voluntary, and I waive and release ICPAS
from any liability arising from the contraction of communicable diseases.