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Howard M. Zaritsky to Headline the 2016 Institute

ZariskyHoward M. Zaritsky, an attorney and a nationally-recognized expert, lecturer and author on family wealth transfers, estate, gift, and generation-skipping transfer taxes, tax planning with life insurance, fiduciary income taxes, and estate administration will present the Deryl F. Hamann Keynote Address on Thursday, December 1, 2016. 

Mr. Zaritsky will give a two-hour presentation titled, “The Buy-Sell Agreement:  A Closely-Held Business’ Most Important Legal Document.”   This presentation will be followed by an hour-long session titled, “Estate Planning Techniques for Real Clients: Don’t Slide Down the Cutting Edge.”

To read more about Howard M. Zaritsky, visit his website at http://www.howardzaritsky.com/.

The Institute

The Great Plains Federal Tax Institute is a continuing education conference for attorneys, CPAs, financial planners, life insurance and other tax professionals. Each year, the Institute assembles subject matter experts from the around nation. Watch for information about the 2016 Institute coming soon.

2016 Institute

Dec. 1-2, 2016
Embassy Suites - Downtown/Old Market
555 S. 10th Street
Omaha, Nebraska
Add to Your Calendar (.ics)

2015 Institute

Dec. 3-4, 2015
Embassy Suites - Downtown/Old Market
555 S. 10th Street
Omaha, Nebraska
Add to Your Calendar (.ics)

Highlights for 2016

  • Three hours of newly proposed regulations on valuation discounts, structuring buy-sell agreements and estate tax planning techniques with the nation’s premier authority
  • A review of current developments in income, estate and gift taxes
  • Presentations by nationally-known speakers with practical planning information covering a variety of hot topics, including partnership planning and business and tax matters related to digital currency
  • Washington update
  • Nebraska and Iowa state tax and economic development
  • Two hours of ethics
  • Registration Fee Discounts:
  • Early Registration $405 for registrations received by November 7; $465 for registrations received between November 8 and November 21.

$290 for participants with  ve or fewer years in practice.

Please note the new registration deadline of Monday, November 21, 2016.

Download the 2016 Institute Brochure.

Institute Features for 2016

Online registration/credit cards.

The Institute accepts registration online with payment via credit card or PayPal account. Paying by check is still an option only for firms registering more than one participant. See the Registration page.

Registration Deadline

Due to the intervening Thanksgiving holiday and related business closures, the Institute has set a registration deadline of Monday, November 21, 2016. Walk-in registration fee is $550.

Being green.

The Institute encourages participants to take advantage of the course materials offered on this website. Materials may be accessed online. Once registered, you will receive further instructions via email. It is your option to print or not to print the materials.

Printed materials available for an additional fee.

Institute registrants may request a printed copy of the course materials for an additional fee of $180. Persons unable to attend the Institute may obtain written materials as well as access to the online materials for a fee of $285. See Information for Registrants for details. Order online by November 21, 2016.

Continuing Education Credit.

Please see the Continuing Education Reporting page for a listing of continuing education credit for CPAs, attorneys, and insurance professionals.