This seminar offers comprehensive insights into key aspects of wealth management and estate planning. It begins by addressing the impending December 31, 2025, sunset, exploring current preparations to navigate upcoming changes effectively. Participants will gain a nuanced understanding of appropriate wealth management vehicles tailored to different wealth levels, with an emphasis on incorporating flexibility to…
Jennifer Acuña · Charles P. Rettig · Thomas A. Cullinan · Michael J. Desmond · Frank Agostino · Sharyn M. Fisk · Ronson J. Shamon · Mary B. Hevener · William B. Sherman · Thomas M. Giordano-Lascari · Maria-Soledad Otero · Lori Hellcamp · Joshua Odintz · Sam K. Kaywood · David M. Rievman · Alexander Lee · Samuel T. Greenberg · Andrew T. Davis · Karen Gilbreath Sowell · Jodi J. Schwartz · Lulu Ma · William S. Dixon · Jonathan R. Neuville · Amanda H. Nussbaum · Anne Kim · Trevor R. Allen · Joe Soltis · Isaac J. Wheeler · Jameson S. Lloyd · Andrea M. Whiteway · Kate Kraus · Ossie Borosh · Robert D. Schachat · Adam Handler · Julanne Allen · Rafael Kariyev · Samuel D. Krawiecz · Sarah Haradon · Richard G. Blumenreich · David Franklin · Ashley Lu · Jerald David August · Ronald A. Levitt · Stephen R. Looney · Larry J. Brant · Stephen M. Breitstone · Jerome M. Hesch · Terence Floyd Cuff · C. Wells Hall · Bryan C. Skarlatos · Sanford J. Schlesinger · John W. Porter · Allison M. Hirsh · Gary L. Fletcher · Karin Prangley · Ross Bruch · Domingo P. Such III
KPMG
Alexa T. Dubert, Esq. · William V. Horan, CES · Glenn M. Johnson, Esq. · Robert D. Schachat, Esq. · Aaron S. Gaynor, Esq. · Matthew E. Rappaport, Esq. · Terence F. Cuff, Esq. · Christopher A. Cunningham, Esq. · Mary B. Foster, Esq. · Libin Zhang, Esq.
Internal Revenue Service
Charles R. Bogle, Esq. · Justin S. Cohen, Esq. · James A. Gouwar, Esq. · Alan Kravitz, Esq. · Steven R. Schneider, Esq. · Matthew Busta, CPA · Hannah Richard, Esq. · Morgan Hann, CPA
Morgan, Lewis & Bockius LLP
Brad J. Richter, Esq. · Eric M. Fischer, Esq. · N. Todd Angkatavanich, Esq. · Eduardo S. Chung, Esq. · Timothy Evans, Esq. · Norman Lencz, Esq. · Kevin Matz, Esq. · Joseph P. Scorese, Esq. · Paulina Mejia, Esq. · George D. Karibjanian, Esq. · Jerome M. Hesch, Esq. · Alan S. Gassman, Esq.
Fried, Frank, Harris, Shriver & Jacobson LLP
Joseph P. Scorese, Esq. · Mitchell Drossman, Esq. · Margaret St. John Meehan, Esq. · Michelle Orlowski · Brad Dillon, Esq. · Stacia C. Kroetz, Esq., MBA, CPA · Mark Taccetta · Catherine G. Schmidt, Esq. · Kyle G. Durante, Esq. · Haley B. Bybee, Esq. · John M. Olivieri, Esq. · Timothy M. Ferges, Esq. · Jack F. Meola, CPA, Esq. · Kimberly A. DeMaro · Amy C. O’Hara, Esq., CELA · Brian L. Miller, Esq., CELA · Brian D. Conboy, Esq. · Elisa Pickel, Esq.
Sills Cummis & Gross P.C.