66th Annual Montana Tax Institute

UM Campus Clocktower

Online Registration Coming Soon!  To submit your registration by mail, download the 2018 Registration Form (pdf)

Overview

Dates: Friday, October 19 - Saturday, October 20, 2018
Location: DoubleTree Hotel - Missoula, MT
CLE: Credits pending application submission and approval (2017 offered 11.5 CLE, including 1 ethics credit)

The 66th Annual Montana Tax Institute features a distinguished faculty of tax practitioners and scholars. Join us to learn about a broad range of topics and the impact of recently enacted tax legislation from the nation’s foremost experts on tax and estate planning.

2018 AGENDA*

Annual Income Tax Update

  • Sam Donaldson
    Georgia State University College of Law

Federal Wealth Transfer Tax Planning Update

  • Clary Redd 
    Stinson Leonard Street, LLP, St. Louis, Missouri

Effect of 2017 Tax Act on Charitable Giving: A Contrarian’s Point of View

  • Ramsay Slug
    U.S. Trust, Fort Worth, Texas

Ethical Challenges In Recognizing & Representing Clients With Diminishing Capacity

  • Mary Radford
    Georgia State University College of Law

Choice of Entity In Light of 2017 Tax Law Changes

  • Steve Gorin
    Thompson Coburn, LLP, St. Louis, Missouri

Tax Advice on the Green Horizon: Marijuana Businesses in Montana

  • Pippa Browde
    Alexander Blewett III School of Law, University of Montana

Current Developments in Corporate and Partnership Taxation

  • Bruce McGovern
    South Texas College of Law Houston
  • Cass Brewer
    Georgia State University College of Law 

Charitable Planning Update

  • Larry Katzenstein
    Thompson Coburn, LLP, St. Louis, Missouri

Partnership Audit Rules

  • Steve Gorin
    Thompson Coburn, LLP, St. Louis, Missouri

Using Family Limited Liability Entities in 2018 and Beyond

  • J. Martin Burke
    Alexander Blewett III School of Law, University of Montana
  • Elaine Gagliardi
    Alexander Blewett III School of Law, University of Montana

Effective Use of Non-Grantor Trusts After the 2017 Tax Act

  • Jonathan Blattmachr
    Pioneer Wealth Partners, New York, New York

Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases

  • Dana Fitzsimons
    Bessemer Trust, Atlanta, Georgia

 

*Agenda is subject to change. A more complete schedule of events will be available in July.


 

GENEROUSLY SUPPORTED BY:
Wells Fargo logo First Interstate Bank logo US Bank logo Montana Community Foundation logo