67th Tri-State Tax Institute
October 28, 2025
7:30 a.m. Registration
8:15 a.m. Welcoming Remarks
8:30 a.m. to 9:30 a.m
Federal Tax Update – Ernst & Young
9:30 a.m. to 9:45 a.m.
Break
9:45 a.m. to 10:45 a.m.
Business Exit Planning – Capital Group
10:45 a.m. to 11:00 a.m.
Break
11:00 a.m. to 12:00 p.m.
Market Overview – Tracey Manzi
12:00 p.m. to 1:00 p.m.
Lunch
1:00 p.m. to 2:30 p.m.
The State Income Taxation of Trusts: West Virginia, Pennsylvania, Ohio, and Beyond. – Richard W. Nenno
2:30 p.m. to 2:45 p.m.
Break
2:45 p.m. to 4:00 p.m.
Melinda Garvin – The Evolution of Rental Properties and Self-Employment Tax
4:00 p.m. to 5:00 p.m.
Melinda Garvin – Ethics