The Oklahoma Medical Research Foundation will host its 18th annual estate planning seminar this month for attorneys, CPAs, certified financial planners and trust officers.
This year’s seminar, “Navigating Change in Estate Planning,” will be held virtually on Zoom from 8:30 a.m. to 12:30 p.m. on Sept. 29.
Estate planning expert Robert Keebler will provide a detailed overview of what is changing in the tax planning landscape, including the SECURE Act 2.0, which awaits congressional approval. He also will discuss new distribution regulations for 2022 and planning for large estates.
Keebler, CPA/PFS, MST, AEP, CGMA, is a partner with Keebler & Associates and is the current chairman of the AICPA Advanced Estate Planning Conference.
The seminar is presented by Heritage Trust Company and AmeriTrust. Sponsors include HoganTaylor, Rogers and Bell, Hartzog Conger Cason, Trust Company of Oklahoma, Crowe & Dunlevy, and Simmons Bank Private Wealth.
Registration is $80 and is required by Sept. 28. Attorneys and CFPs will receive four hours of continuing education credit. CPAs will receive a certificate of completion.
For more information or to register, visit www.omrf.org/estate or call 405-271-7400.