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CPE Credits: 8
NHMCLE Minutes: 375 (non-ethics/general)
Agenda
8:00 a.m. – 8:05 a.m.
Welcome & Introductions
John E. Rich, Jr., Esq.
8:05 a.m. – 9:30 a.m.
Federal Tax Update
Holly Salois & Josh Sandler,
McLane Middleton
Matthew Foley, LGA LLP
9:30 a.m. – 9:45 a.m. Break
9:45 a.m. – 11:00 a.m. Artificial Intelligence
Kory Reynolds, BNN
John Weaver, McLane Middleton
Ryan Robinson, Mainstay Technologies
11:00 a.m. – 11:15 a.m. Break
11:15 a.m. – 12:15 p.m. IRS Update:
Direct Filing and Enforcement Initiatives
Joe McCarthy, IRS
12:15 p.m. – 1:15 p.m. Lunch – Salon A
1:15 p.m. – 2:15 p.m. Local/State Tax Update
Issues relating to Remote Workers
Leanne Scott, BNN
Peg O’Brien, McLane Middleton
2:15 p.m. – 2:30 p.m. Break
2:30 p.m. – 4:00 p.m. Gift and Estate Planning for Individuals and
Closely Held Business Owners Post-TCJA
Jean McDevitt, BNN
Valuations - Kevin Kennedy &Jessica Pasco Maloney and Kennedy
Christina Krakoff, McLane Middleton
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