65th Tri-State Tax Institute
October 24, 2023
7:30 a.m. Registration
8:15 a.m. Welcoming Remarks
8:30 a.m. to 10:45 a.m.
Sam Donaldson
Federal Tax Update
10:45 a.m. to 11:00 a.m.
Break
11:00 a.m. to 12:00 p.m.
Larry Adam
Market Update
12:00 p.m. to 12:55 p.m.
Lunch
1:00 p.m. to 3:15 p.m.
Bryan Clontz
Top 10 Charitable Trends Every Advisor Should Know in 2023
(break 2:00 p.m. – 2:15 p.m.)
Donor Advised Funds
3:00 p.m. to 3:15 p.m.
Break
3:30 p.m. to 4:30 p.m.
Keith Donnelly
Ethics