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Natalie B. Choate, Author of Life and Death Planning for Retirement Benefits, to Deliver Keynote Presentation on December 1, 2022

Natalie Choate

Natalie Choate, Wellesley, Massachusetts, attorney and popular author, is scheduled to present, “Case Studies in Estate Planning and Retirement Benefits: Real Life Situations After SECURE.”  This presentation kicks off the 60th Annual Institute, beginning at 8:15 a.m.

After a short break, Ms. Choate returns to address, “IRA Mistakes and How to Fix Them.”  Her keynote sessions conclude at 11:00 a.m.

Ms. Choate is joined by popular returning faculty members as well as several other presenters new to the Great Plains lineup.  Watch for online registration to open on September 1.

The Institute

The Great Plains Federal Tax Institute is a continuing education conference for attorneysCPAslife insurance and other tax professionals. Each year, the Institute assembles subject matter experts from the around nation.

2022 Institute

Dec. 1-2, 2022
​​​​​​​Embassy Suites - Downtown/Old Market
555 South 10th Street
Omaha, Nebraska

2021 Institute

Dec. 2-3, 2021
​​​​​​​Embassy Suites - Downtown/Old Market
555 South 10th Street
Omaha, Nebraska

Highlights for 2021

  • Two hours from keynote presenter Turney P. Berry, Wyatt, Tarrant & Combs, Nashville, on Estate and Family Business Planning
  • Special presentation by Charles A. Redd, Stinson LLP, St. Louis, on Basis Consistency and Generating Step-Up
  • A review of current developments in income, estate, and gift taxes
  • By popular demand, an extended presentation on current tax issues and planning opportunities for farmers
  • Nebraska and Iowa State tax and economic development
  • A view from the Beltway on Biden/Congress Tax Policy
  • Two hours of practical and informative ethics
  • A look at the effects of the Pandemic on the State’s economic tax policy consideration

COVID-19 Precautions

COVID-19 precautions will be taken and will comply with any directed health measures (DHMs) that may be in place on the dates of the event.

Registration Information

Registration Desk

Registration for the Institute is located in the first floor Ballroom area and begins at 7:00 a.m. on Thursday, December 2. The registration desk will open at 7:30 a.m. on Friday, December 3.

Registration Fees

The pre-registration fee paid by November 10 is $490. The fee is $385 for first time attendees. The standard fee is $550 between November 11 and November 22. The fees include all materials and outlines (accessible online), Thursday and Friday luncheons, and refreshment breaks.

The deadline for all levels of registration is November 22, 2021; however, walk-in registrations will be accepted on December 2 for a fee of $610. Access to electronic course materials will be provided to walk-in registrants on site.

Other Payment Options

If you wish to pay with a firm’s check, only for multiple registrants, contact the Program Manager, CindyLilleoien@gmail.com or (402) 483-4234.

Refunds

Registration fees are refunded, minus a $125 cancellation fee, if request is received in writing by Monday, November 22, 2021.

No refunds are made after this date. Access to electronic course materials will be provided.

2021 Exhibitors

Reception Sponsor

The Great Plains Federal Tax Institute thanks HUB for sponsoring the Thursday evening reception