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Welcome to the 72nd Annual Montana Tax Institute!
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Ginger Claussen
University of Montana
Director, Conference Management Services
Missoula,MT
https://umt.edu/ces/services/conference-management.php
Friday
, October 18
7:30am MDT
Printable Brochure
Printable Full Conference Materials
7:59am MDT
Session I
Bessemer Trust
8:00am MDT
Welcome and Opening Remarks
Holiday Inn Downtown Ballroom
Elaine Gagliardi
8:05am MDT
Seeing Through the Corporate Transparency Act
Holiday Inn Downtown Ballroom
Pippa Browde • James Delaney
9:05am MDT
Charitable Gift Annuities: A Deep Dive
Holiday Inn Downtown Ballroom
Larry Katzenstein
10:05am MDT
Break - Visit Sponsors
Alexander Blewett III School of Law
10:20am MDT
Planning With Purpose: Using Purpose Trusts for Business Succession
Holiday Inn Downtown Ballroom
Susan Gary
11:20am MDT
Selected Estate Planning Recent Developments - Part I
Holiday Inn Downtown Ballroom
Charles "Clary" Redd
12:00pm MDT
Lunch and Networking
Holiday Inn Downtown Atrium
12:59pm MDT
Session II
Wipfli
1:00pm MDT
Selected Estate Planning Recent Developments - Part II
Holiday Inn Downtown Ballroom
Charles "Clary" Redd
1:50pm MDT
Well-Being Estate Planning
Holiday Inn Downtown Ballroom
Richard Franklin
2:50pm MDT
Break - Visit Sponsors
University of Montana Foundation
3:05pm MDT
Demystifying the GST Tax - The GST Tax in Plain English
Holiday Inn Downtown Ballroom
Lester Law
4:05pm MDT
Annual Income Tax Update
Holiday Inn Downtown Ballroom
Sam Donaldson
5:35pm MDT
Networking Social
Holiday Inn Downtown Atrium
First Trust Company
Saturday
, October 19
7:00am MDT
BETTR Law Section of the State Bar of Montana
Holiday Inn Downtown Ballroom
7:59am MDT
Session III
Crowley Fleck
8:00am MDT
Artificial Intelligence and Its Impact on Today's Estate Planner
Holiday Inn Downtown Ballroom
Gerry Beyer
9:00am MDT
Current Developments in Partnership and Corporate Taxation Part I
Holiday Inn Downtown Ballroom
Cass Brewer • Bruce McGovern
10:00am MDT
Break - Visit Sponsors
Holiday Inn Downtown Atrium
Current Developments in Partnership and Corporate Taxation Part II
Holiday Inn Downtown Ballroom
Cass Brewer • Bruce McGovern
10:45am MDT
Buy-Sell Agreements After Connelly
Holiday Inn Downtown Ballroom
Steve Gorin
12:00pm MDT
Conference Survey
Certificate of Attendance
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