Program

66th Tri-State Tax Institute
October 29, 2024

7:30 a.m. Registration
8:15 a.m. Welcoming Remarks

8:30 a.m. to 10:45 a.m.
Session 1

Robert Keebler
Federal Tax Update

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

11:00 a.m. to 12:00 p.m.
Session 2

Linda Duessel 
Market Update

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

12:00 p.m. to 1:00 p.m.
Lunch & Learn/Topic TBD

1:00 p.m. to 2:15 p.m.
Session 3

Wes Casto
Oil and Gas Mineral Appraisals

2:15 p.m. to 2:30 p.m.
Break

2:30 p.m. to 3:45 p.m.
Session 4

Bryce Meyer
Impact of Artificial Intelligence on Accounting and Estate Planning

3:45 p.m. to 4:00 p.m.
Break

4:00 p.m. to 5:00 p.m.
Session 5

Alison Sacriponte
Ethics