Estate & Trust Conference - Webcast
Overview
Hear the latest on estate planning issues that impact you and your clients.
CLE-OR: Pending Approval
CFP: Pending Approval
Highlights
Topics Include:
- AI in Estate Planning
- GSTT, 1041s, Special Rules and More!
- Deep Dive into Estate Planning Tools
- And more!
Designed For
CPAs and professionals involved in gift, trust, estate & trust planning and tax compliance - CPAs, attorneys, trust officers, Chartered Life Underwriters and other professionals are encouraged to attend.
Objectives
To provide an overview of recent developments and important issues in estate planning, trust planning and estate and trust reporting.
June 20, 2025
General Session
- Welcome & Opening Remarks
This session is available to registrants only.
General Session
- Accounting Details, GST Basics & More!
Donna Byrne, Attorney at Law, Enrolled Agent, Ash Creek Tax & Legal Services, LLCDonna Byrne
edited 5/30/25
This session is available to registrants only.
General Session
- Break
This session is available to registrants only.
General Session
- Artificial Intelligence in Estate Planning
Thomas Stephens, K2 EnterprisesThomas Stephens
Tommy Stephens, CPA,CITP, CGMA, received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
- Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
- Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
- Serving as a Chief Financial Officer for an international engineering organization; and
- Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
(6/1/22)
This session is available to registrants only.
General Session
- Lunch Break
This session is available to registrants only.
General Session
- Topic TBD
This session is available to registrants only.
General Session
- Break
This session is available to registrants only.
General Session
- Deep Dive Into Estate Planning Tools
Justin Martin, Myatt & Bell PCJustin Martin
Justin's practice consists of estate planning and tax planning for individuals and families, business law serving closely-held or family owned businesses, business sales and succession, probate, trust administration, and contract and estate litigation.
Justin is skilled at identifying the heart of a client's goal, request, problem or dispute and outlining intentional steps to resolution. In each matter he weighs legal costs against the benefits and savings to his clients. Most legal services are provided on a flat fee basis; mainly, because planning is inherently personal and a flat fee fosters a more congenial atmosphere.
Justin's experience dealing with trust administration, business sales, estate taxes, and clients' deaths and incapacity make him all the more passionate in planning. Many of the heart aches, frustrations, lost business profits, estate taxes, and increased administration costs can be avoided by up-to-date estate planning.
edited 6/5/25
This session is available to registrants only.
Optional Session
- Q&A Panel - Ask the Experts
Justin Martin, Myatt & Bell PCJustin Martin
Justin's practice consists of estate planning and tax planning for individuals and families, business law serving closely-held or family owned businesses, business sales and succession, probate, trust administration, and contract and estate litigation.
Justin is skilled at identifying the heart of a client's goal, request, problem or dispute and outlining intentional steps to resolution. In each matter he weighs legal costs against the benefits and savings to his clients. Most legal services are provided on a flat fee basis; mainly, because planning is inherently personal and a flat fee fosters a more congenial atmosphere.
Justin's experience dealing with trust administration, business sales, estate taxes, and clients' deaths and incapacity make him all the more passionate in planning. Many of the heart aches, frustrations, lost business profits, estate taxes, and increased administration costs can be avoided by up-to-date estate planning.
edited 6/5/25
This session is available to registrants and their guests
Non-Member Price $390.00
Member Price $315.00