Tax Intensive

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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