Program

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 1:00 p.m.
Lunch

12:00 p.m. to 1:00 p.m.
Lunch & Learn/8,000 Days: An Entire Phase of Life Waiting to be Invented

1:00 p.m. to 2:00 p.m.
Bryan Clontz

Top 10 Charitable Trends Every Advisor Should Know in 2023

2:00 p.m. to 2:15 p.m.
Break

2:15 p.m. to 3:15 p.m.
Bryan Clontz

Donor Advised Funds

3:15 p.m. to 3:30 p.m.
Break

3:30 p.m. to 4:30 p.m.
Keith Donnelly

Ethics