Class III, Program 5

Program Chair: Joshua P. Weidemann Welcome: Kathy Sherby Current Developments in Taxation Instructors: Ron Aucutt and Steve Akers Building and Sustaining Trust and Estate Practice Heart of America Fellows Institute Leadership Team: Chancellors: Shannon Barks, Jeff Peetz, Kathy Sherby Conquering Subchapter K(ryptonite): Fundamentals of Partnership Taxation forEstate Planners Instructor: Paul S. Lee Fiduciary Income Tax…

Class III, Program 6

Program Chair: Emily Kembell Estate Tax Returns Instructor: George Karibjanian Corporate Transparency Act Instructor: Michael Breslow Tax Smart Charitable Gifts and Bequests with Retirement Assets Instructor: Christopher Hoyt 529 Plans Instructor: Susan L. Bart Generation Skipping Transfer Tax: Myths and Mysteries Instructor: Beth Shapiro Kaufman Defending Valuations on 706/709 Instructor: Stephanie Loomis-Price