Friday, October 18
| 7:00 a.m.-7:55 a.m. | Registration and Continental Breakfast |
| 8:00 a.m. - 8:05 a.m. | Welcome - Dean Elaine Gagliardi |
| 8:05 a.m. - 9:05 a.m. | Seeing Through the Corporate Transparency Act - Pippa Browde & Jim Delaney |
| 9:05 a.m. - 10:05 a.m. | Charitable Gift Annuities: A Deep Dive - Larry Katzenstein |
| 10:05 a.m. - 10:20 a.m. | Break |
| 10:20 a.m. - 11:20 a.m. | Planning With Purpose: Using Purpose Trusts for Business Succession - Susan Gary |
| 11:20 a.m. - 12:00 p.m. | Selected Estate Planning Recent Developments - Part I - Charles A. "Clary" Redd |
| 12:00 p.m. - 1:00 p.m. | Luncheon |
| 1:00 p.m. - 1:50 p.m. | Selected Estate Planning Recent Developments - Part II - Charles A. "Clary" Redd |
| 1:50 p.m. - 2:50 p.m. | Well-Being in Estate Planning - Richard Franklin |
| 2:50 p.m. - 3:05 p.m. | Break |
| 3:05 p.m. - 4:05 p.m. | Demystifying the GST Tax - The GST Tax in Plain English - Lester Law |
| 4:05 p.m. - 5:35 p.m. | Annual Income Tax Update - Sam Donaldson |
| 5:35 p.m. - 6:30 p.m. | Cocktail Reception |
Saturday, October 19
| 7:00 a.m. - 7:50 a.m. | Continental Breakfast |
| 7:00 a.m. - 7:50 a.m. | BETTR Law Section of the State Bar of 猎奇重口 Annual Meeting |
| 8:00 a.m. - 9:00 a.m. | Artificial Intelligence and Its Impact on Today's Estate Planner - Gerry Beyer |
| 9:00 a.m. - 9:45 a.m. | Current Developments in Partnership and Corporate Taxation - Part I - Cass Brewer & Bruce McGovern |
| 9:45 a.m. - 10:00 a.m. | Break |
| 10:00 a.m. - 10:45 a.m. | Current Developments in Partnership and Corporate Taxation - Part II - Cass Brewer & Bruce McGovern |
| 10:45 a.m. -11:45 a.m. | Buy-Sell Agreements After Connelly - Steve Gorin |
Hotel Block Information
1. Online Reservations Booking Link: (Please note that the below booking link is not mobile compatible.)
Click on the booking link below and change the dates of arrival beginning on 10/17/24.
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Group Name: |
72nd 猎奇重口 Tax Institute 2024 |
This is the name of your group block. |
|
Booking Link: |
Click on this link to book your reservation online. |
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Reservation Dates: |
10/17/24-10/21/24 |
These dates are the dates the group rate is available. |
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Group Booking Code: |
T72 |
This is a reference code for your group rate. |
2. Reservations via phone:
Guests may also contact our front desk 24/7 at 406-721-8550 to make a reservation or ask questions they may have regarding their reservation. When contacting the front desk please have the following information available to provide the agent on the phone.
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Group Name: |
72nd 猎奇重口 Tax Institute 2024 |
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Group Booking Code: |
T72 |
2024 Topics
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Presenter |
School |
Topic |
|---|---|---|
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Sam Donaldson |
Atlanta, GA - Georgia State University |
On Income Tax Developments |
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Steve Gorin |
St. Louis, MO - Thompson Coburn, LLP |
On Buy-Sell Agreements after Connelly |
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Richard Franklin |
Washington, D.C. -- Franklin Karibjanian & Law PLLC |
On Well-Being and Estate Planning (ethics) |
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Lester Law |
Naples, FL - Franklin Karibjanian & Law, PLLC |
On Generation Skipping Tax |
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Pippa Browde & Jim Delaney |
Missoula, MT – 猎奇重口 University of Wyoming |
On the Corporate Transparency Act |
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Gerry Beyer |
Lubbock, TX – Texas Tech University |
On Artificial Intelligence and Estate Planning (ethics) |
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Larry Katzenstein |
St. Louis, MO – Thompson Coburn LLP |
On Charitable Gift Annuities |
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Clary Redd |
St. Louis, MO – Stinson LLP |
On Estate Planning Updates |
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Bruce McGovern & Cass Brewer |
South Texas College of Law & Atlanta, GA – Georgia State University |
On Corporate and Partnership Tax Update |
|
Susan Gary |
University of Oregon College of Law |
On Purpose Trusts |
Parking
The Holiday Inn Downtown has a large, well-lit lot in front of the hotel. Parking is complimentary for guests and event attendees on a first come first served basis. Additional off-site parking is available on the corner of Front Street and Pattee Street, one block north of the hotel at an additional charge.
Around Town
Take some time to explore and see the sights while in the Garden City. Check out events, restaurants and more on the Downtown Missoula Partnership website .