CFP Approval Status

TIME

SESSION TITLE

CFP HOURS

Wednesday, November 16, 2022

8:30 – 9:30

Federal Tax Update

1

11:00 – 12:00

Life Settlement and Life Insurance Valuation Solutions for Estate and Tax Professionals

1

01:30 – 02:30

Repairing Racial Wealth Disparity Using the Estate Tax and New Charitable Incentives

.5

02:30 – 03:30

Impact of the Buy-Sell Agreement on Estate Planning for Business Owners

1

04:00 – 05:00

Mum’s the Word: Maintaining Client Confidentiality and Dealing with Ethical Challenges while Working from Anywhere and Everywhere

1

Thursday, November 17, 2022

08:30 – 09:30

Understanding Blockchain and Digital Assets 2.0: Taxation, Reporting, and Planning

1

10:30 – 11:30

Tax-Smart Charitable Giving, Especially with Retirement Assets

1

11:35 – 12:35

Using Home Equity in Estate Planning: How Your Home Can Impact Your Retirement Options

1

01:35 – 02:35

Estate Planning for Modern Families: Planning for Diversity and Flexibility

1

03:05 – 04:05

Estate of Michael Jackson v Commissioner: The Lessons Learned

1

Friday, November 18, 2022

08:45 – 09:50

Special Needs Planning – How to Plan for Beneficiaries with Disabilities

1

09:50 – 10:55

Heartbreak or Just Broken: How Trusts Fare in Divorce

1

11:10 – 12:10

Recent Developments in Fiduciary Litigation

1