OMRF will offer a virtual estate planning seminar for attorneys, CPAs, certified financial planners and trust officers from 8:30 a.m. to 12:30 p.m. on Sept. 23.
Themed “Cutting Edge Estate Issues,” the 17th annual seminar will cover recent changes to the tax planning landscape, including the impact of the SECURE Act on IRAs. Other topics include the concept of portability and its effect on tax-efficient estate planning. Registration is $75 per person.
Estate planning expert Robert S. Keebler, CPA/PFS, MST, AEP, CGMA, will present the seminar online via Zoom. Keebler is a partner with Keebler & Associates and the current chairman of the American Institute of Certified Public Accountants Advanced Estate Planning Conference.
Attorneys will receive four hours of continuing education credit from the Oklahoma Bar Association. CFPs will receive four hours of continuing education credit. CPAs will receive a certificate of completion.
The event is presented by Heritage Trust Company. Sponsors include Bank of Oklahoma Private Wealth, Crowe & Dunlevy, Hartzog Conger Cason, HoganTaylor, Rogers and Bell, Simmons Bank Private Wealth, and Trust Company of Oklahoma.
Registration is required by Sept. 22. For more information or to register, visit www.omrf.org/estate or call 405-271-7400.