Program

7:30 a.m. Registration

8:15 a.m. Welcoming Remarks

8:30 a.m. to 9:30 a.m.
Federal Tax Update- KPMG

9:30 a.m. to 9:45 a.m.
Break

9:45 a.m. to 10:45 p.m.
Tax Planning for the Sale of a Business
Bob Keebler

10:45 a.m. to 11:00 a.m.
Break

11:00 a.m. to 12:00 p.m.
Balancing Estate Planning with Income Tax Basis Planning
Bob Keebler

12:00 p.m. to 1:00 p.m.
Lunch

1:00 p.m. to 2:00 p.m.
Market Overview- Chris Bush First Trust

2:00-2:15
Break

2:15 p.m. to 3:15 p.m.
Impact of Artificial Intelligence on Tax Planning
Dr. Wendy Hanasky

3:15-3:30
Break

3:30 p.m. to 4:30 p.m.
DJ McGlaughlin
Ethics