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Thursday Friday Download Program

Schedule of Events: Thursday, November 3, 2022

CLE: MO 8.0 hours includes 2.0 hours ethics / Credit pending KS, IA, NE,  IL, OK, MN CLE
CPE Credit 8.0 hours, CFP Credit and Insurance credit pending

8:00 a.m. Webinar Access

8:25 a.m. WELCOME AND ANNOUNCEMENTS

Institute Chairpersons:

Jordan Bergkamp
Jordan Bergkamp,

Husch Blackwell LLP
Scott Bruce
Scott Bruce,

MarksNelson, LLC

 

8:30-10:10 a.m. ETHICAL OBLIGATIONS FOR ATTORNEYS AND TAX PROFESSIONALS


Prof. Steven M. Platau
Prof. Steven M. Platau,

John H. Sykes College of Business,
University of Tampa, Fl.

10:10 - 10:25 a.m. BREAK

10:25 - 11:45 a.m. PARTNERSHIP TAX UPDATE


Megan J. Whitlock
Megan J. Whitlock,
Moss Adams, Dallas, Tx.

11:45 - 12:30 p.m. LUNCH BREAK

12:30 - 1:15 p.m. TAX INCENTIVES

Aaron Aversman
Aaron Aversman,
EY, Houston, Tx.

1:15 - 2:15 p.m. STATE & LOCAL TAX UPDATE


Sid Silhan
Sid Silhan,
EY, Atlanta, Ga.

2:15 - 2:30 p.m. BREAK

2:30 - 4:30 p.m. ESTATE PLANNING UPDATE


John R. Strohmeyer
John R. Strohmeyer,
Strohmeyer Law PLLC,
Houston, Tx.

4:30 p.m. ADJOURN

4:30 p.m. NETWORKING SOCIAL FOR IN-PERSON ATTENDEES

Schedule of Events: Friday, November 4, 2022

CLE: up to 9.0 hours includes 1.0 hour elimination of bias
CLE: MO 8.0 hours includes 1.0 hour elimination of bias / Credit pending KS, IA, NE,  IL, OK, MN CLE
CPE Credit 8.0 hours, CFP Credit and Insurance credit pending

8:00 a.m. WEBINAR ACCESS

8:25 a.m. Welcome and Announcements

Institute Chairpersons:
Jordan Bergkamp
Jordan Bergkamp,

Husch Blackwell LLP
Scott Bruce
Scott Bruce,

MarksNelson, LLC

8:30 - 9:20 a.m. ECONOMIC UPDATE

Jason Brown
Jason Brown,

Federal Reserve Bank of Kansas City, Mo.

9:20 - 10:20 a.m. IRS CONTROVERSY


Megan L. Brackney
Megan L. Brackney,

Kostelanetz & Fink, LLP
New York, New York

10:20 - 10:35 a.m. BREAK

10:35 - 11:35 a.m. CORPORATE TAX UPDATE

Amie Kuntz
Amie Kuntz,
RubinBrown
Jason Uetrecht
Jason Uetrecht,
RubinBrown

11:35 - 12:35 a.m. INDIVIDUAL TAX UPDATE

Amie Kuntz
Amie Kuntz,
RubinBrown
Jason Uetrecht
Jason Uetrecht,
RubinBrown

12:35 a.m. - 1:15 p.m. LUNCH BREAK

1:15 - 2:15 p.m. CRYPTOCURRENCY


Prof. Del Wright, Jr.
Prof. Del Wright, Jr.,
Professor of Law, UMKC School of Law,
Kansas City, Mo.

2:15 - 3:15 p.m. CYBER SECURITY  


Preston Bukaty
Preston Bukaty,
IntelePeer

3:15 - 3:30 p.m. BREAK

3:30 - 4:20 p.m. ELIMINATION OF BIAS


Dean Mikah K. Thompson

Dean Mikah K. Thompson,
Assoc. Dean for Diversity, Equity and Inclusion
University of Missouri – Kansas City School of Law, Kansas City, Mo.

4:20 p.m. ADJOURN

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