Agenda
Atrium Medical Center Foundation 13th Annual Estate & Tax Planning Professional Seminar Friday, November 9, 2012.
| 7:30 am |
Registration |
| 8:30 am |
Welcome
Carol J. Turner, FACHE
President & CEO Atrium Medical Center |
| 8:30 - 10:00 am |
Future of Estate Planning—How do you advise your clients post election this year end
Panel Presentation from William M. Freedman, JD, J. Mike Cooney, JD & John Venturella, JD CPA |
| 10:00 - 10:10 am |
Break and Health Fair |
| 10:10 - 11:10 am |
The New Face of 401 (k) – A Washington Update
Thomas Rowley |
| 11:10 - 11:20 am |
Break and Health Fair |
| 11:20 am - 12:20 pm |
Year-end Tax Update
Candice DeClark Peace, JD, CPA |
| 12:20 - 1:00 pm |
Lunch and Health Fair
|
| |
Track 1
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Track 2
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Track 3
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Track 4
|
| 1:00 - 2:00 pm |
Market Review & Outlook
Jason M Farler, CFA
|
Medicaid Law Update
Ralph Conrad, JD
|
Attorneys only
Professionalism – A Lawyer’s Creed & Aspirational Ideals
James Adams, JD
|
Ohio CPAs only
Ohio Professional Standards & Responsibilities—Case Study Applications
|
| 2:00 – 2:15 pm |
Break and Fair |
Break and Fair |
Break and Fair |
Break and Fair |
| 2:15 – 3:15 pm |
Overview of Delaware Trusts & Tax Advantages
Anne B. Schumeyer, CTFA
|
Staying Current with the Ohio Trust Code—Useful New Tools & Practical Applications
Kenneth P. Coyne, JD
|
Attorneys only
Ethics – A Code of Professional Responsibility
Carl J Stich, Jr. JD
|
Ohio CPAs only
CPA Ethics Continued
|
| 3:15 – 3:30 pm |
Break and Fair |
Break and Fair |
Break and Fair |
Break and Fair |
| 3:30 – 4:30 pm |
Small Business Retirement Plans Favoring the Owner
J. Truitt Smith, CPC, CLU, ChFC, QPA, CEBS, QKA
|
Social Security
Sue Denny
|
Attorneys Only
Substance Abuse: Causes, Prevention & Treatment
Patrick J. Garry, JD(30 min. presentation)
|
Ohio CPAs only
CPA Ethics Continued
|
| 4:30 pm |
Closing Comments and Continuing Education Procedures. |