65th Annual Montana Tax Institute

UM Campus Clocktower


The 65th Annual Montana Tax Institute features a distinguished faculty of national tax practitioners and scholars addressing a broad range of current tax topics.

Dates: Friday November 3 - Saturday November 4, 2017
Location: DoubleTree Hotel - Missoula, MT
Cost: $375 by October 13, $415 after October 13
CLE: Credits pending application submission and approval (2016 offered 11 general CLE)

Download the full brochure.

Ways to Register

Alexander Blewett III School of Law
University of Montana
Attn: Tax Institute Registration
32 Campus Drive
Missoula, MT 59812-6552

For Registration Questions: Please contact the School of Law at (406) 243-4311.

Refund Policy: A full refund is available if the cancellation is received by October 20, 2017. Cancellations will be refunded less a $50 processing fee if received after October 20, 2017. Cancellations will not be accepted after October 27, 2017. Attendee substitutions are welcomed.

Lodging Information

Blocks of rooms are being held at the DoubleTree and Comfort Inn Hotels. When calling to make a reservation, ask for the "Tax Institute" block. For additional hotel options, use this Missoula hotel search on google or visit Destination Missoula.

DoubleTree Hilton Hotel Missoula
100 Madison St
Missoula, Montana 59802
(406) 728-3100

Holiday Inn Downtown
200 South Pattee
Missoula, Montana 59802
(406) 728-3472

Comfort Inn Missoula

Comfort Inn Hotel Missoula
1021 E Broadway St
Missoula, Montana 59802
(406) 549-7600

Thank You to Our Sponsors

US BankWells FargoFirst Interstate Wealth ManagementMontana Community Foundation


Annual Income Tax Update - Sam Donaldson, Georgia State University College of Law

Current Developments in the Taxation of Corporations and their Shareholders and Partnerships and their Partners - Bruce McGovern, South Texas College of Law Houston, and Martin McMahon, University of Florida College of Law

Don’t Overlook the Power of Powers - Charles “Clary” Redd, Stinson Leonard Street LLP, St. Louis, Missouri

Taxable Sales of S Corporations - James Walker, Lewis Roca Rothgerber Christie, Denver, Colorado

Overview of Asset Protection - Nancy Rousch, Lathrop Gage, Kansas City, Missouri, and Jonathon Byington, Alexander Blewett III School of Law, University of Montana

Washington Update: Prospects for Tax Changes Nine Months into the Trump Administration - Ron Aucutt, McGuireWoods, Tysons, Virginia

Planning with Art and Collectibles - Ramsay H. Slugg, U.S. Trust, Fort Worth, Texas

Solving Tax and Non-Tax Issues with Montana’s Uniform Trust Code - Bruce Flynn and Anthony McCormick, Perkins Coie, Seattle, Washington

Business Transition Options for the Closely Held Business Owner - Jeremy Miller, Wells Fargo Private Bank, Salt Lake City, Utah

Debts and Taxes: An Overview of the Tax Consequences of the Discharge of Indebtedness - Pippa Browde, Alexander Blewett III School of Law, University of Montana

Navigating Current Ethical Issues When Representing Business and Estate Planning Clients - J. Martin Burke and Elaine Gagliardi, Alexander Blewett III School of Law, University of Montana

The Key to Building Wealth: Tax Free Compounding and How to Achieve It - Jonathan Blattmachr, Pioneer Wealth Partners, New York, New York