The Oklahoma Medical Research Foundation will host its 19th annual estate planning seminar next month for attorneys, CPAs, certified financial planners and trust officers.
This year’s seminar, “Precision Planning,” will be held in person on the following dates:
- Oklahoma City – Tuesday, Dec. 12, 1-5 p.m., at OMRF, 820 NE 15th St.
- Tulsa – Wednesday, Dec. 13, 8 a.m. to noon, at DoubleTree by Hilton Hotel Warren Place, 6110 S. Yale Ave.
Estate planning expert Robert Keebler will focus on the four paths to portability. He also will provide a detailed review of the mathematics of the estate tax, and he will unpack Roth Conversions after the SECURE Act.
Keebler is a partner with Keebler & Associates and is the former chairman of the AICPA Advanced Estate Planning Conference. The seminar is presented by Argent Trust Oklahoma. Sponsors include Bank of Oklahoma Private Wealth, HoganTaylor, Trust Company Oklahoma, Rogers and Bell, Hartzog Conger Cason, Oklahoma City University School of Law, and Simmons Bank Private Wealth.
Registration is $100. 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.