Thursday, November 17, 2022 Surviving the Morass of Ethical Problems in Representing Multiple Clients in Complex Planning Instructor: Charles D. “Skip” Fox, IV Ethics Outline Ethics PowerPoint What Can I Say Except, “You’re Welcome”?: Reporting Gifts on a Form 709 Instructor: Sarah B. Kahl What Can I Say Slides What Can I Say Except You’re…
Friday, November 18, 2022 The Midterm Elections Are Now Almost Over – Now What? Instructor: Edward Beckwith The Midterm Elections Are Now Almost Over PowerPoint Avoiding Trust Administration Mistakes Instructor: Jonathan G. Blattmachr Tax Effects of Decanting by Blattmachr Horn Zeydel ACTEC Mid Atlantic Program by Blattmachr Flexible Beneficiary Trusts ACTEC ACTEC MidAtlatic on Flexible…