Tax Intensive
8:05-9:05 a.m.
Tax Basics Breakfast
Bob Mason and John DeSantis
Materials (Mason)- PowerPoint (DeSantis)
- PowerPoint (Mason)
9:15-10:15 a.m.
Unexpected Implications of Trust Modifications and Decanting: What You Need to Know
Jeffrey Gad & Larkin Skinner
10:35-11:35 a.m.
Funding a SNT Using Tax Deferred Assets
Bob Mason
11:35 a.m.-12:35 p.m.
1:45 p.m.-2:45 p.m.
Trading Up Without Paying Up: Using 1031 Exchanges to Preserve Wealth for Families with Special Needs
Christopher Steele
2:45 p.m.-3:45 p.m.
Post-Mortem Planning Checklist: Tax Priorities After Death
Debra Boje
Materials- No PowerPoint
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4:00 p.m.-5:00 p.m.
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