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Overview

16.0 Credits
IN-PERSON

THANK YOU TO OUR SPONSORS

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TOPICS-AT-A-GLANCE
Day 1 - Monday, July 22
Critical Income Tax and Estate Planning Update: Looking Ahead to Uncertain Times (Part 1)
2024 Conservation Easements Update
Tax Controversy Roundup: Notable Cases, Rulings and Developments in 2023 and 2024
Economic Outlook: "The Good, the Bad, and the Ugly"
Critical Income Tax and Estate Planning Update: Looking Ahead to Uncertain Times (Part 2)

Day 2 - Tuesday, July 23
Post-Mortem Tax Planning Elections
Everything You Need to Know About Charitable Remainder and Charitable Lead Trusts
Navigating the Strategic Pillars of Wealth - A Holistic Approach to Retirement
Life Care Planning for Aging Solo Adults and Discussion on Best Practices

Day 3 - Wednesday, July 24
Yours, Mine and Ours: Estate Planning Amidst Breakups and Blending Families
Critical Knowledge: Life Insurance Intel for Today's Advisors
Pulling It All Together

MATERIALS
This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more information about eMaterials, visit ematerials.gscpa.org.

Register Here

Join us at The Ritz-Carlton Reynolds, Lake Oconee for the 2024 Estate Planning Conference. Spend three days learning and networking with your peers in a serene, sunny setting.

Examine resources and tactics designed for quick implementation to maximize your understanding of current estate planning developments. This will help you accommodate your clients' needs and achieve their goals.

Led by national experts and discussed at the local level, attendees will receive an in-depth understanding of issues and trends, including the outlook for the future, current events, trusts, family meetings, charitable giving and tax issues.