Skip to Content
Tax Intensive
8:30 a.m.-9:30 a.m.
A ‘LIVE’ Demonstration of the Preparation of a 1041
Hyman G. Darling and Letha McDowell
9:30 a.m.-10:20 a.m.
2023 Tax Update
Shannon Laymon-Pecoraro (virtual)
10:40 a.m.-11:30 a.m.
A ‘LIVE’ Demonstration of the Preparation of a 1040
Hyman G. Darling and Letha McDowell
11:30 a.m.-12:20 p.m.
AMBT Planning Considerations
Bradley Frigon
1:45 p.m.-2:35 p.m. Concurrent Session
The “Tax Anatomy” of Powers of Appointment
Mark Munson
1:45 p.m.-2:35 p.m. Concurrent Session
Navigating IRS Appeals: Resolving IRS Disputes without Litigation
Andrew Vazquez
2:40 p.m.-3:30 p.m. Concurrent Session
The Tax “Ins and Outs” of Gifting
Mark Munson and Deirdre Wheatley-Liss
2:40 p.m.-3:30 p.m. Concurrent Session
Residency for State Personal Income Taxation
Andrew Appleby
3:50 p.m.-4:40 p.m. Concurrent Session
Tax Considerations in the Year of Death
Deirdre Wheatley-Liss
3:50 p.m.-4:40 p.m. Concurrent Session
Fiduciary Tax Returns - Tips and Tricks
Katie Everlove-Stone