Program 1:

Thursday, September 15, 2022

Program 1 Topics:

The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments – Howard Zaritsky

The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond – Beth Shapiro Kaufman

Key Tax and Organizational Challenges for the Closely Held Business and Our Role as Counselor to a Family Enterprise – Anne O’Brien and Sarah Moore Johnson

I Want a Do-Over; 9100 Relief for Late Tax Elections – Douglas Siegler

12 Traps for the Unwary; Commonly Overlooked and Costly Mistakes in International Estate Planning – Leigh-Alexandra Basha

Program 2:

Friday, September 16, 2022

Program 2 Topics:

Lifetime Asset Transfers: An Overview – Paul S. Lee

Conquering Subchapter K: Fundamentals of Partnership Taxation for Estate Planners – Paul S. Lee

The Baker’s Dozen – 13 Things You May Not Know about Preparing a Federal Estate Tax Return – George Karibjanian

ACTEC Mid-Atlantic State Chair Panel – “I Bet You Didn’t Know!”
William H. Lunger (DE), Jeanne L. Newlon (DC), Charles Abell (MD), Steven K. Mignogna (NJ), Tara Ann Pleat (NY) and Nina Stryker (PA)

Program 3:

Thursday, November 17, 2022

Program 3 Topics:

Coming soon!

Program 4:

Friday, November 18, 2022

Program 4 Topics:

Coming soon!

Program 5:

Thursday, April 20, 2023

Program 5 Topics:

Coming soon!

Program 6:

Friday, April 21, 2023

Program 6 Topics:

Coming soon!