Natalie B. Choate, Author of Life and Death Planning for Retirement Benefits, to Deliver Keynote Presentation on December 1, 2022
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 attorneys, CPAs, life 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
2023 Institute
Nov. 30 - Dec. 1, 2023
Embassy Suites - Downtown/Old Market
555 South 10th Street
Omaha, Nebraska
Course Materials
To provide the very latest updates in the law, materials prepared by faculty members will be available online a few days in advance of the opening of the Institute. Instructions for accessing the online materials will be emailed to registrants. Options will be to print the materials or to simply access them online while attending the Institute. Free WiFi and power strips for electronic devices will be offered in the meeting space.
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 1. The registration desk will open at 7:30 a.m. on Friday, December 2.
Registration Fees
The pre-registration fee paid by November 11 is $500. The fee is $385 for first time attendees. The standard fee is $560 between November 12 and November 21. 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 21, 2021; however, walk-in registrations will be accepted on December 1 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 21, 2022.
No refunds are made after this date. Access to electronic course materials will be provided.
Sponsored by Great Plains Federal Tax Institute, Inc. and in cooperation with Nebraska State Bar Association • Nebraska Society of Certified Public Accountants • University of Nebraska College of Law • University of Nebraska-Lincoln School of Accountancy
2022 Exhibitors
