Class II, Program 1

Thursday, September 30, 2021 Current Federal Tax Developments Instructor: Jonathan G. Blattmachr A Year in Review: An Estate Planner’s Perspective on Recent Tax Developments Now What?: Surviving the Recent Tax Law Changes – An Estate Planners Perspective Instructor: Jonathan G. Blattmachr, Beth Shapiro Kaufman and Ronald D. Aucutt Washington Update Pending and Potentials Administrative and Legislative…

Class II, Program 2

Friday, October 1, 2021 Planning for Retirement Benefits and Deferred Compensation Instructor: Leonard J. Witman Retirement Assets in a Post Secure, Cares Acts & COVID 19 World Preparing Bullet-Proof Gift Tax Returns Instructor: Anne J. O’Brien Preparing Bullet-Proof Gift Tax Returns From Gift Splitting to Hair Splitting: Improving Your Odds in the Audit Lottery PowerPoint…