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All Presentations & Handouts
Refer to each session for individual presentations and handouts or view the entire collection here.
5:00 PM
Wed
Presenters
Nevada Bankers Association, .
Documents
Benjamin Edwards - Real World Ethical Scenarios
Joe Fernandez - International Tax - Foreign Reporting Challenges
Robert Armstrong - Corporate Transparency Act
Benjamin Edwards - Scams & Fraud
K Sugihara T Hammond - Everything you Want to Know About Corporate Fiduciaries
S DelichGould T Riley - Investment Strategies for Different Types of Trusts
Sean Tevel - U.S. Trusts in International Tax Planning
Ryan Works - The Advantages and Challenges of Trust Planning I
Richard Kinyon - Common Sense Proposals to Improve & Correlate the US Federal & State Income
Naomita Yadav - State Income Taxation & Trust Planning
M Wolf J Schulman - Digital & Regulatory Why Crypto Belongs in a Bank
Kristen Simmons - The Advantages & Challenges of Trust Planning II
Justin Miller - Secrets of Successful Families Creating a Lasting Legacy
J Toce R Thornson - Advance Planning Strategies with QSBS
E Sevilla - CA Fiduciary Income Tax
E Hernandez - Int'l Tax & Estate Planning for the HNW Mexican Family
Alan Freer - From Trenches to Trends
Sam Donaldson - Federal Tax Update
Sam Donaldson - Dealing with Uncle Sam
Paul Lee - Practical Partners Solutions to Common Client Situations Outline
Paul Lee - Practical Partners Solutions to Common Client Situations
M Hall N Kawashima - Charitable Vehicle Discussion Problems
M Hall N Kawashima - Charitable Vehicle Comparison Chart
M Hall N Kawashima - Charitable Vehicle Presentation Outine
M Hall N Kawashima - Charitable Vehicle Discussion Problem & Questions
Michaelle Rafferty - Boots are Made for Walking OUTLINE
Michaelle Rafferty - Boots are Made for Walking
Louis Harrison - Reality Versus Scary Theory
Francine Lee - The Nuts & Bolts of Fiduciary Accounting
E McGee J Viviano - Are you Crossing Tax Line?
E McGee J Viviano - Are you Crossing Regulatory and Operational Line?
David Handler - SLATs - The Non-Marital Trust for Spouses
David Handler - Naked Options & Other Exotic Wealth Options