2018 Agenda

We are pleased to welcome nationally renowed estate planning expert Bob Keebler to the conference! Mr. Keebler is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. He has authored over 100 articles and columns on wealth transfer and taxation, and regularly presents on both subjects.

10:00 - 10:25     Registration, Light Breakfast and Networking

10:25 - 10:30     GPA Welcome and Sponsor Recognition

10:30 - 11:30     Session 1: Overview of Charitable Planning with IRAs and Qualified Plans After the Tax Cuts and Jobs Act

11:30 - 12:30     Lunch and Networking (SNEPC Check-in)

12:30 - 1:30       Session 2:  How to Use Charitable Strategies to Enhance Your §199A Deduction

To learn about previous GPA conferences, please refer to the below program brochure and agenda.