• 34th Annual Tax Symposium

    Evaluation Form

    PLEASE RATE THE SPEAKER AND TOPIC:

  • Robert D. Kaplow: 
    HELP! My [Client’s] Child is Starting College

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  • Jordan B. Segal: 
    The Wizard of (Q)OZ: Rural Riches and Urban Upsides in Qualified Opportunity Zones (QOZs)

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  • David B. Deutsch and David H. Freedman: 
    Qualified Small Business Stock (“QSBS”)

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  • William E. Sigler:
    Roundup of Recent Tax Developments – Including OBBBA!

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  • Carly R. Kolo:
    Planning with Intention: Charitable Giving & IRAs

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  • Steven H. Malach:
    A Fiduciary Client is Different

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  • Geoffrey N. Taylor:
    You Can’t Take it With You, but Uncle Sam Can Take His Cut – An Overview of Federal Transfer Taxes

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  • Gary M. Remer:
    Tax Planning Opportunities When Buying a Franchise

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  • Charles M. Lax:
    It’s Time to Catch Up on the 401(k) Catch-up Contribution Rules

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  • Overall Evaluation of Tax Symposium:

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