Program

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