Date: May 2023


In-Person Code:
Virtual Code:




Discover new planning strategies and techniques to help protect value.

2022 Conference featured updates on:

  • Proposals and Guidance: A Legislative Update
  • What’s Happening to IRAs After Death
  • A Grantor Trusts Deep Dive
  • Practical Considerations in Using and Allocating the GST Exemption
  • Private Placement Life Insurance: The Opposite of Life Insurance
  • Charitable Giving with Non-Charitable Trusts

All program information is subject to change. Please verify upon registration. The Illinois CPA Society reserves the right to modify the delivery of conference sessions in response to ongoing changes in COVID restrictions.

By registering to attend this event in person, I agree to abide by each of the COVID-19 safety protocols that are in place for the event. I understand that failure to comply may result in expulsion from the event with no refund. 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.