Welcome to the 72nd annual Montana Tax Institute! We are excited for you to join us for two days of presentations by the nation’s experts in taxation, estate planning, and related topics.
None of this would be possible without the generosity and support of our sponsors. Thank you to our major sponsors US Bank Wealth Management, Montana Community Foundation, First Interstate Wealth Management, First Trust Company, and Ashton Thomas Private Wealth. We are also grateful for the continued support of our event sponsors Crowley Fleck, Wipfli, Bessemer Trust, First Trust Company, and the University of Montana Foundation. Please take the time to visit with sponsor representatives during the conference. It is only with our sponsors’ support that we continue to bring nationally recognized speakers to the Montana Tax Institute.
Thank you for joining us. We look forward to seeing you at the Holiday Inn Missoula (or online!) Friday and Saturday, October 18-19, 2024.
Warmest regards, Dean Elaine Gagliardi and Professor Pippa Browde
Our Mission FTC is committed to delivering depth of experience and personalized service to our clients, their lawyers, investment managers and other trusted advisors. We assist in creation and implementation of solutions that forge bonds and preserve legacies from generation to generation. FTC operates with integrity, discretion, creativity, stability and expertise.
What Sets Us Apart FTC combines expertise and technology to provide the highest level of service. We use one of the financial industry’s most reliable technology platforms, supported by a knowledgeable, experienced, multi-user operations support organization. Our focused and efficient way of doing business is the foundation of our fee structure that compares favorably in the competitive marketplace. Our paramount goal is to serve our clients with expertise, reliability, integrity and discretion. We achieve that goal by collaborating with lawyers, investment managers, accountants, and other trusted advisors to meet the needs of those clients. We will strive continually to be the corporate trustee that comes first to mind as an exemplar of the highest standards of fiduciary duty.