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Nationally Renowned Speakers to Headline Institute

On Thursday, Nov. 30, Stephanie Loomis-Price, Shareholder and Co-Chair, Winstead of Houston, brings these three hours of hot topics to the 2017 Great Plains Federal Tax Institute:

  1. Foresight Might be 20/20:  Anticipating Audit When Drafting Partnership Agreements
  2. The Ethics of Protecting Our Planning Clients Even from Themselves
  3. Avoiding the IRS on Your Valuation Journey:  The Art of Crafting Defensible Appraisals 

On Friday morning, Lawrence Brody, Bryan Cave of St. Louis, presents The Top 30 Life Insurance Planning Mistakes Estate Planners Make.

Carol A. Harrington and Thomas P. Ward, McDermott Will & Emery LLP, Chicago, team up to address Family Office Structuring Considerations on Thursday afternoon.

Presentation Materials are Posted

Presentation materials for the 55th Annual Great Plains Federal Tax Institute are posted.  Go to "View Downloads" to see a listing and download the documents.

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.

2017 Institute

Nov. 30 - Dec. 1, 2017
Embassy Suites - Downtown/Old Market
555 S. 10th Street
Omaha, Nebraska
Add to Your Calendar (.ics)

Highlights for 2017

  • Three hours from nationally renowned speaker Stephanie Loomis-Price covering the creation and maintenance of family limited partnerships, recent developments related to privileges applicable to estate planning, the art of preparing defensible appraisals for tax returns.
  • Two hours from nationally renowned speaker Larry Brody covering the top 30 life insurance planning mistakes made by estate planners
  • A review of current developments in income, estate and gift taxes
  • A presentation by nationally-known speakers regarding the structuring of family offices, including the purposes, roles and responsibilities of a family office as well as the governance of a family office
  • By popular demand, a lengthened presentation on current tax issues and planning opportunities for farmers
  • Nebraska and Iowa state tax and economic development
  • Two hours of practical and informative ethics
  • Registration Fee Discounts:
  • Early Registration $430 for registrations received by November 6; $490 for registrations received between November 7 and November 20.
  • $325 for participants with five or fewer years in practice.

Please note the new registration deadline of Monday, November 20, 2017.

Download the 2017 Brochure

Institute Features for 2017

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. Registration will be available by October 1.

Registration Deadline

Due to the intervening Thanksgiving holiday and related business closures, the Institute has set a registration deadline of Monday, November 20, 2017. Walk-in registration fee is $590.

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 20, 2017.