Opening Remarks

Discussion Panel 1: How To Maximize The Use Of Cost Segregation Studies in Commercial Real Estate

What is QBI?

Discussion Panel 2: Advanced Tax Investment Strategies & Structures

529 Plans – What Every Investor Needs to Know

Discussion Panel 3: Tax Efficient Investment Insights: With federal taxes headed up for those making $400,000+ hear what tax efficient investments and structures investors are using right now

Health Savings Account (HSA) Tax Insights

An Introduction to Historic Preservation Tax Credits

Discussion Panel 4: Advanced Real Estate Tax Strategies- Beyond Cost Seg & QOZs