The Nebraska Department of Insurance has approved the 2014 Great Plains Federal Tax Institute for 14.0 hours of Life Credit and 2.0 hours of Ethics Credit. Course ID Number: 34531.
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. Check out the 2014 Sessions.
Natalie B. Choate, America's Leading Speaker on Retirement Planning, to Present Two Topics at 2015 Institute
On Friday morning, Dec. 4, Natalie B. Choate, with the firm of Nutter McClennen & Fish LLP in Boston, will become the Tax Institute's first Deryl F. Hamann keynote presenter.
Beginning at 8:00 a.m., she will deliver "201 Best (and Worst) Planning Ideas for Your Client's Retirement Benefits." This presentation concludes at 10:00 a.m. Following a refreshment break, Ms. Choate returns to address, one of the most misunderstood areas of all estate planning: "Making Retirement Benefits Payable to Trusts.")
Ms. Choate's presentations at the 53rd Annual Great Plains Federal Tax Institute are made possible by a contribution to the 50th Anniversary Friends Society by Omaha attorney Deryl F. Hamann. The Institute expresses its deep appreciate to Mr. Hamann for his most generous contribution to the Tax Institute.
The 53rd Annual Great Plains Federal Tax Institute, Dec. 3 and 4, 2015, is being planned to provide continuing professional development to include two hours of ethics, plus major other planning topics.
Watch for more information coming soon. It is anticipated that online registration will open by Oct. 1.