Designed for CPAs with an interest in business law, ATI is four days of programming covering the new tax laws, rules and regulations, with each day having a specific focus – including the latest business and estate planning issues.

Day 2 Estate Planning Issues

Agenda

8:30 am – 10:10 am – What Trusts Should Clients be Doing Now that we Know the Election Results with Martin Shenkman

10:10 – 10:20 – Break

10:20 am – 12:05pm  – Retirement Planning After the SECURE & CARES Acts with Jordon Rosen

12:05 – 12:35pm – Lunch

12:35 – 2:20pm – Demystifying DNI and Section 67(g) – Clarifying two Fiduciary Income Tax Issues Confronting Practitioners with Jeremiah W. Doyle

2:20 – 2:30pm – Break

2:30 – 4pm – Annual Tax Update with Beth Kaufman & Megan Wernke