Professional Advisors Seminar 2026 Event Materials
28th Annual Estate and Tax Planning Professional Seminar
Friday, October 30, 2026
Click the presentations below to download the handouts and PowerPoint presentation(s) for each speaker/presenter. Handouts will be made available as they are received by the Foundation.
8:30 – 10:00 a.m.
Alternative Investments
10:10 – 11:10 a.m.
Planning Beyond Ownership: Marriage, Succession, and Executive Retention
11:20 a.m. – 12:20 p.m.
Year-End Tax Update
Breakout Sessions
Track I
1:10 – 2:10 p.m.
Cyber Security
2:20 – 3:20 p.m.
Beyond the Check – Unlocking the Power of Planned Giving
3:30 – 4:30 p.m.
Economic & Market Outlook
Track II
1:10 – 2:10 p.m.
Long-Term Care
2:20 – 3:20 p.m.
Medicaid Law
3:30 – 4:30 p.m.
Social Security Update
Track III (Attorneys Only)
1:10 – 2:10 p.m.
Professionalism
2:20 – 3:20 p.m.
Ethics – A Code of Professional Responsibility
3:30 – 4:30 p.m.
Substance Abuse & Mental Health Awareness
Track IV (CPAs Only)
1:10 – 2:10 p.m.
CPA Ethics in the Real World
2:20 p.m. – 3:20 p.m.
CPA Ethics Part II of III
3:30 – 4:30 p.m.
CPA Ethics Part III
If you have questions, please contact us by email at [email protected] or call (513) 974-5144.