Schedule of Events: Thursday, November 6, 2025

CLE credit: MO 16.0 incl. 2.0 ethics & 1.0 elimination of bias
Credit pending in Kansas, Iowa, Nebraska, Illinois, Oklahoma, Minnesota
CPE credit 16.0 hours, CFP® Credit and Insurance credit pending

8:00 a.m. Registration and Webinar Access

8:25 a.m. WELCOME AND ANNOUNCEMENTS

Institute Chairpersons:

Sean Collins, The Hood Law Group
Cara L. Smith, Meara Welch Browne, P.C.

8:30-9:30 a.m. TARIFFS, TRADE & CUSTOMS

Aman Ansari, KPMG, Detroit, Mi.

9:30 - 10:30 a.m. RETIREMENT PLANS & SECURE ACT 2.0 UPDATE

10:30 - 10:45 p.m. BREAK

10:45 - 11:45 a.m. CRYPTO CURRENCY UPDATE

Prof. Del Wright, Vinson & Elkins Professor of Law, Paul M. Hebert Law Center Louisiana State University, Baton Rouge, La.

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

12:30 - 1:30 p.m. CORPORATE TAX UPDATE

Bill Smith, CBIZ Advisors, LLC

1:30 - 2:30 p.m. INDIVIDUAL TAX UPDATE

Sharon Kreider

2:30 - 3:20 p.m. STATE & LOCAL TAX UPDATE

Sharon Kreider

3:20 - 3:50 p.m. NETWORKING SOCIAL BREAK

3:50 - 4:40 p.m. ELIMINATION OF BIAS PRESENTATION

Michelle E. West, MeWe Consults, LLC

4:40 p.m. ADJOURN

Schedule of Events: Friday, November 7, 205

CLE credit: MO 16.0 incl. 2.0 ethics & 1.0 elimination of bias
Credit pending in Kansas, Iowa, Nebraska, Illinois, Oklahoma, Minnesota
CPE credit 16.0 hours, CFP® Credit and Insurance credit pending

8:00 a.m. REGISTRATION AND WEBINAR ACCESS

8:20 a.m. Welcome and Announcements

Institute Chairpersons:

Sean Collins, The Hood Law Group
Cara L. Smith, Meara Welch Browne, P.C.

8:30 - 10:10 a.m. ETHICS AND PROFESSIONALISM FOR TAX PROFESSIONALS

Michael G. Goller, Reinhart Boemer Van Deuren, s.c., Milwaukee, Wi.

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

10:25 - 11:15 a.m. INCOME TAX PLANNING FOR TRUSTS

Jacqueline Patterson, Buchanan & Patterson, LLP, Los Angeles, Ca.

11:15 - 12:05 p.m. PARTNERSHIP TAX UPDATE

Bobby Taylor, Lewis Rice, Kansas City, Mo.

12:05 - 12:45 p.m. LUNCH BREAK

12:45 - 1:35 p.m. ECONOMIC UPDATE

Jeremy R. Hill, Federal Reserve Bank of Kansas City, Mo.

1:35 - 2:25 p.m. CHARITABLE GIVING

Christopher B. Lacaria

2:25 - 2:40 p.m. BREAK

2:40 - 3:30 p.m. BANKRUPTCY & TAXES

Rachel Lynn Foley, Foley Law, PC, Independence, Mo.

3:30 - 4:20 p.m. ETHICS OF AI

Marc McCarty, UMKC School of Law, Kansas City, Mo.

Agenda