Tax Intensive

National Conference on Special Needs Planning & Special Needs Trusts

Tax Intensive
Wednesday, October 12, 2022

8:30 a.m.-9:30 a.m.

Different Types of Income 
Dennis Sandoval and Donna Jackson

9:30 a.m.-10:20 a.m.

2022 Tax Update

Shannon Laymon-Pecoraro

10:40 a.m.-11:30 a.m.

A Whole New World - Taxation of Cryptocurrency and Other Digital Assets

Deirdre Wheatley-Liss

11:30 a.m.-12:20 p.m.

Welcome to the New SECURE World

Dennis Sandoval and Robert Fleming

1:45 p.m.-2:35 p.m. Concurrent Session

A Dime a Million: Special Needs Planning for the High-Net-Worth Family

Mark Munson

1:45 p.m.-2:35 p.m. Concurrent Session

A Roadmap to Preparing a 1041 for a Special Needs Trust

Hyman G. Darling

2:40 p.m.-3:30 p.m. Concurrent Session

Demystifying DNI

Letha McDowell

2:40 p.m.-3:30 p.m. Concurrent Session

General Taxation of SNTs

Crystal West Edwards

3:50 p.m.-4:40 p.m. Concurrent Session

No Kidding - the "Kiddie Tax" Bites

Deirdre Wheatley-Liss

3:50 p.m.-4:40 p.m. Concurrent Session

Mediation and Tax Cases: A Match Made in Heaven?

Michael Kirtland

Save The Date

2023 National Conference on
Special Needs Planning and Special Needs Trusts
October 18-20, 2023



Conference Information

Stetson Programs