44th ANNUAL GULF COAST
ESTATE PLANNING CONFERENCE
SEPTEMBER 19, 2023
8:00 - 4:15
MOBILE CONVENTION CENTER
TOPICS/SPEAKERS
PRINCIPAL & INCOME ACT
VINCENT SCHILLECI - MAYNARDNEXSEN
TRUST TAX SITUS DETERMINATION
JENNIFER MCEWEN -MAYNARDNEXSEN
THE END OF AN ERA IS LOOMING: PREPARING NOW FOR EXPIRING TCJA PROVISIONS
ROBERT KELLER, KPMG
ECONOMIC AND MARKET UPDATE
JOHN NORRIS - OAKWORTH CAPITAL
TAXATION OF REVENUE FROM TIMBER HARVESTING
DR. ROBERT TUFTS
HOW GOOD EMPLOYEE BENEFITS HELP GROW A BUSINESS
-Andrew Martin PROVIDENCE PARTNERS
FAMILY DYNAMICS AND INTERGENERATIONAL CONFLICT - SUSAN ROUNDS
DEUTSCHE BANK/NATIONAL ASSOC.ESTATE PLANNING COUNCIL SPEAKER
LUNCHEON SPEAKER- JAMES DELAPP
EXECUTIVE DIRECTOR, PUBLIC WORKS CITY OF MOBILE
To register: www.gulfcoastestateplanningconference.com
Estate Planning Council of Mobile, Inc. is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
