Tax Institute

January 27-29, 2025

Information on the 2025 Tax Institute will be available soon!

Connect with fellow tax professionals and address the cutting-edge tax issues affecting the industry. This three-day institute includes discussions, breakouts sessions and workshops led by heavy hitters in the field.

CE units for lawyers, accountants, financial planners, and trust officers are available, as well as legal specialization credit in Taxation Law and Estate Planning, Trust and Probate Law.

Why Attend TAX:

Get up-to-speed on recent developments in tax law.
Gain insights into the practical applications of the latest legislation and case law.
Learn from industry experts with a wealth of experience and knowledge.
Network with peers and build connections within the legal community.

Day 1 - Corporate Tax Planning
The Institute will begin with a review of recent developments in corporate tax planning and business tax planning issues.

Day 2 - Partnerships, Real Estate, Tax Planning and more
Three concurrent tracks focus on partnerships and real estate, individual tax planning, and tax ethics, compliance and enforcement issues.

Day 3 - Estate Planning
The final day focuses on recent developments and current trends impacting estate planners and those who administer estates and trusts.

Sponsorship includes ticketing, publicity and other benefits, depending on the level of sponsorship chosen.

Contact Wendy Wiley Willett at [email protected] for more information about sponsorship and exhibitor opportunities.

Let us tailor your sponsorship to best serve your needs!

Connect with tax professionals and talk through practical and realistic solutions to the biggest questions in the field today. Our unmatched lineup of speakers will share valuable insight into the techniques instrumental to the success of their very own practices.