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Paul S. Lee, Global Fiduciary Strategist, to keynote the 2019 Great Plains Federal Tax Institute. 

Paul S. Lee Mr. Lee of Northern Trust, New York, will address the two-day institute on its first day, Dec. 5.  He received his J.D. and LLM (Taxation) degrees, with honors, from Emory University School of Law, and B.A. degrees, cum laude, in English and Chemistry from Cornell.  Mr. Lee is a Fellow of the American College of Trust and Estate Counsel.  Among other national conferences, he has spoken at the Heckerling Institute on Estate Planning, the ACTEC National Meeting, and the AICPA National Tax Conference.  He is the author of numerous tax and estate planning articles that have been published in the ACTEC Law Journal and other national journals for tax professionals.

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. Watch for information about the 2018 Institute coming soon.

Don't miss out!

The 2017 Tax Act has complicated closely-held entity planning and turned estate tax planning on its head.  This year's institute presents detailed discussions of these new rules and planning recommendations that are a must for all advisors.


2019 Institute

Dec. 5-6, 2019
Embassy Suites Hotel & Conference Center
12520 Westport Parkway
La Vista, Nebraska

Highlights for 2018

Don’t miss the 56th annual Great Plains Federal Tax Institute where nationally renowned speakers will address the wide-sweeping changes brought about by the Tax Cuts and Jobs Act of 2017. Not since the Tax Act of 1986 have there been greater changes in federal tax policy, which affects attorneys, CPAs, financial planners, life insurance, and other tax professionals and their representation of their clients.

  • Three hours from nationally renowned speaker Stephen Akers covering post-mortem tax planning issues and how to structure trustee powers to avoid tax catastrophes.
  • Three hours from nationally renowned speaker and Great Plains favorite Stephanie Loomis-Price covering the art of reviewing an appraisal, ethically protecting privileges, avoiding tax problems at the formation of a family business and how a tax litigator views planning for a family business owner. Stephanie will be joined by Stephen Liss, a national tax expert.
  • An in-depth review of federal tax law changes, including a specific presentation on the new Section 199A.
  • A full discussion on recent developments in Section 355 tax-free spin-offs.
  • Detailed analysis of the recent Wayfair decision and the implications for multi-state companies.
  • A look at Nebraska and Iowa state tax and economic development updates.
  • A review of current developments in income, estate and gift taxes, presented by local tax experts.
  • By continued demand, a lengthened presentation on cur- rent tax issues and planning opportunities for farmers.
  • A practical and valuable ethics presentation from University of Nebraska professor Janet Near. Two hours of the Institute are expected to qualify for ethics credit.

Registration Fee Discounts

Early Registration $450 for registrations received by November 6. $510 for registrations received between November 7 and November 19. $345 for participants with five or fewer years in practice.

Please note the new registration deadline of Monday, November 19, 2018.

Download the 2018 Institute Brochure.

Institute Features for 2018

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 19, 2018. Walk-in registration fee is $610.

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. Order online by November 19, 2018.

Continuing Education Credit

Please see inside listing of continuing education credit for CPAs, attorneys, and insurance professionals. See CE Reporting.