SALT LAKE ESTATE PLANNING COUNCIL

SALT LAKE ESTATE PLANNING COUNCIL- 2024 FALL INSTITUTE

Date: November 13, 2024
Location: Hidden Valley Country Club
Time: 8:30 am to 4:00 pm

Agenda

8:30 AM – 9:00 AM
Registration, Continental Breakfast and Welcome

9:00 AM – 10:30 AM
Keynote Speaker- Federal Tax Update
Speaker: Sam Donaldson

10:30 AM – 10:45 AM
Networking Break

10:45 AM – 11:45 AM
Panel Discussion: Post Election Deep Dive
Panelists: TBD                                     

11:45 AM – 12:00 PM
Networking Break

12:00 PM – 1:00 PM
Lunch Speaker: Market Update
Speaker:  Robert Spendlove, Zions Bank

1:15 PM – 2:45 PM
Keynote Speaker-Ethics/AI                                                                                                                                  Speaker: Tracy M. Potts, Principal of Legacy Law Group

2:45 PM – 3:00 PM
Networking Break

3:00 PM – 4:00 PM
Closing Speaker- Income Tax Strategies for Business Owners in Transition
Speaker: Chris Parker and Jerry Yu, Moss Adams

4:00 PM
Adjourn