Event Description

Designed For

**Print Materials will be provided for this event at no additional charge**

Objectives

8:00 a.m. – 8:05 a.m. Welcome & Introductions – Salon B & C – John E. Rich, Jr., Esq.PLENARY SESSIONS – Salon B & C8:05 a.m. – 9:30 a.m. Federal Tax Update – Andrew L. Plourde and Andrew R. Prunier9:30 a.m. – 9:45 a.m. Break9:45 a.m. – 11:00 a.m. Data Security (with special guest from the Federal Bureau of Investigation) – Cameron Shilling, Esq. and Kathleen M. Queally11:00 a.m. – 12:00 p.m. National Legislative Update/How to Work with the IRS – Edward Karl, CPA, CGMA, Melanie Lauridsen and Sara Shannonhouse, CPA, and Odette J. Turenne 12:00 p.m. – 1:00 p.m. Lunch CONCURRENT SESSIONSTrack I – Salon B 1:00 p.m. – 2:30 p.m. International Taxation – Beth L. Fowler, Esq. Matthew Foley, CPA 2:30 p.m. – 2:45 p.m. Break2:45 p.m. – 4:15 p.m. Important Topics for Tax Year 2022 and Beyond – Frederick J. Coolbroth Jr., Esq. Lisa Crowley and Ora M. LeMereTrack II- Salon C1:00 p.m. – 2:30 p.m. Section 678 BDOTs – Joseph F. McDonald, III, Esq.2:30 p.m. – 2:45 p.m. Break2:45 p.m. – 4:15 p.m.Estate Planning Update and Multi-State Considerations – Joyce M. Hillis, Esq. and Laura T. Tetrault, Esq.

Major Subjects