Tax Intensive (But Not Too Intense)
Download Full Tax Intensive Materials
8:10-9:00 a.m.
9:00-9:50 a.m.
Must Know Individual Income Tax Issues for the Elder Law Practitioner
John DeSantis
Materials- No PowerPoint
10:10-11:00 a.m.
Trust Tax Overview
Christopher Steele
Materials- PowerPoint Pending - Speaker has requested that materials be distributed at or after the conference.
11:00 a.m.-11:50 a.m.
1:00 p.m.-1:50 p.m.
Trading Up Without Paying Up: Using 1031 Exchanges to Preserve Wealth for Families with Special Needs
Amy O'Hara
1:50 p.m.-2:40 p.m.
ABLE Accounts are in the Tax Code…
Stephen Dale
3:00 p.m.-4:00 p.m.
Clean-up on Aisle 3! Fixing Common Trust Messes
Panel of Tax Intensive Speakers
No Materials- No PowerPoint