About
The 74th Annual Montana Tax Institute will be held October 9-10, 2026 at the Edgewater Missoula, Tapestry Collection by Hilton (remote option available). The program will feature a distinguished faculty of national tax practitioners and scholars addressing a broad range of current tax topics.
A remote attendance option is available.
Lodging Information
Missoula Edgewater Tapestry Collection by Hilton
100 Madison Street, Missoula, MT
406-728-3100
Rate: $249/night plus taxes and fees
Cutoff Date: September 16, 2026
2026 Topics
|
Speaker and Affiliation |
On Topic |
|---|---|
|
Jim Walker, Womble Bond Dickinson |
on Carried Interests |
|
Sam Donaldson, Georgia State University College of Law |
on Individuals, Estates, and Trusts update |
|
Rust Tippett, Bennett Tueller Johnson & Deere |
on Estate Planning |
|
Larry Katzenstein, Thompson Coburn LLP |
on Charitable Giving |
|
Bruce McGovern & Cass Brewer, South Texas College of Law Houston & Carlton Fields |
on Partnership and Corporate Tax updates |
|
Pippa Browde & Forrest Graves, Alexander Blewett III School of Law at the University of Montana |
on Ethics |
|
Steve Gorin, Thompson Coburn LLP |
on Nongrantor Trusts holding Partnership Interests |
|
Lieutenant Governor Kristen Juras, Helena, MT |
on Montana Legislative updates |
|
Abigail O'Connor, Peak Trust Company |
on Trust Administration |
|
David A. Brennen, University of Kentucky, & Darryll K. Jones, Florida A&M University |
on Partnership Tax Allocations |
2026 Schedule
| Session I - Friday, October 9 | ||
| 8:00 a.m. | Welcome | Dean Elaine Gagliardi |
| 8:05 a.m. - 9:05 a.m. | Ethics in Tax and Transactional Practice | Pippa Browde & Forrest Graves |
| 9:05 a.m. - 10:00 a.m. | Charitable Planning Potpourri | Larry Katzenstein |
| 10:00 a.m. - 10:15 a.m. | Break | |
| 10:15 a.m. - 11:15 a.m. | From the Trustee: Tips for the Estate Planning Practitioner to Smooth Trust Administration | Abigail O'Connor |
| 11:15 a.m. - 12:00 p.m. | Tax Follows Book in Practice: Lessons from Recent Partnership Cases | Darryl Jones & David Brennen |
| 12:00 p.m. - 12:45 p.m. | Lunch | |
| Session II | ||
| 12:45 p.m. - 1:30 p.m. | Tax Follows Book in Practice: Lessons from Recent Partnership Cases | Darryl Jones & David Brennen |
| 1:30 p.m. - 2:30 p.m. | 16 Practice Tips for Estate Planning Professionals | Rust Tippett |
| 2:30 p.m. - 2:45 p.m. | Break | |
| 2:45 p.m. - 3:45 p.m. | Using Tax to Incentivize Service Providers and Solve Ownership Disputes | Jim Walker |
| 3:45 p.m. - 5:30 p.m. | Federal Tax Update for individuals, Estates, and Trusts | Sam Donaldson |
| 5:30 p.m. - 6:30 p.m. | Cocktail Reception | |
| Session III - Saturday, October 10 | ||
| 8:00 a.m. - 9:15 a.m. | Montana Legislative Update | Kristen Juras |
| 9:15 a.m. - 10:00 a.m. | Current Developments in Partnership and Corporate Taxation | Bruce McGovern & Cassady V. "Cass" Brewer |
| 10:00 a.m. - 10:15 a.m. | AM Break | |
| 10:15 a.m. - 11:00 a.m. | Current Developments in Partnership and Corporate Taxation | Bruce McGovern & Cassady V. "Cass" Brewer |
| 11:00 a.m. - 12:00 p.m. | Nongrantor Trusts to Hold Partnership Interests | Steve Gorin |
Around Town
Take some time to explore and see the sights while in the Garden City. Check out events, restaurants and more on the Downtown Missoula Partnership website.