Monday, November 18, 2024
8:30 am: Precursor Registration
9:00 am: Precursor: Advanced Tax Planning Workshop Presented by: Peter Myers, Fox Rothschild and Joe Strazzeri, Strazzeri Mancini
12:30 pm: General Registration and Lunch
1:30 pm: Expiration of the Lifetime Exclusion Amount Presented by: Vito Lanuti, Lanuti & Associates and Justin Prueitt, Fox Rothschild
3:00 pm: Break
3:30 pm: Gift Tax Return Audits Presented by: Sean Kenney, Fox Rothschild, Sue Hong, Fox Rothschild and Ann Rosevear, Dunham Trust
5:15 pm: Welcome Reception featuring silent auction fundraiser benefitting the Autism Discovery Institute at Rady Children's Hospital
Tuesday, November 19, 2024
8:30 am: Networking Breakfast
9:30 am: Annual Exclusion Planning Using Tax-Favored Assets Presented by: Justin Prueitt, Fox Rothschild and Geoff Grenert, Cypress Strategies
11:00 am: Attraction and Engagement of Successful Families and Business Owners Through Collaborative Partnering Presented by: Joe Strazzeri, Strazzeri Mancini and Shelley Lightfoot, SCI Institute
12:00 pm: Lunch
1:00 pm: An In-Depth Look at Using a CRT as the Beneficiary of a Qualified Plan or Traditional IRA Presented by: Robert S. Keebler, Keebler & Associates and Peter Myers, Fox Rothschild
2:30 pm: Break
3:00 pm: Alphabet Soup of Gifting Strategies Presented by: Joe Strazzeri, Strazzeri Mancini, Peter Myers, Fox Rothschild and Shelley Lightfoot, SCI Institute
Wednesday, November 20, 2024
8:30 am: Networking Breakfast
9:00 am: Perspectives on Philanthropy and Collaborating with Charities Presented by: Bill Littlejohn, The Foundations of Sharp HealthCare
10:00 am: Charitable Planning Strategies for the Mass Affluent v. Ultra-High-Net Worth Client Presented by: Blake Grossman, Stanford University Office of Planned Giving and Peter Myers, Fox Rothschild
11:00 am: Break
11:15 am: Ethical Issues Arising from the Duty of Confidentiality in Fiduciary Representations Presented by: Eric Bevan, Fox Rothschild and Peter Myers, Fox Rothschild
12:15 pm: Closing Remarks