CE Breakfast Webinar **SPONSORED by TEPF Past Presidents
Date: Tuesday, December 12, 2023
Time: 7:30am - 9:15am
Location: Summit Club (15 W. 6th Street, Tulsa OK 74119) on 30th Floor
Speaker: Alan S. Gassman, JD, LL.M (Taxation), AEP (Distinguished)
Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated There
Includes Continental breakfast
Thank you to our Past Presidents who are sponsoring this event!!
| Henry Will | ESQ | 1975 - '76 |
| Michael Hairston | CTFA | 2000 - '01 |
| Tom Affeldt | ESQ | 2001 - '02 |
| Monty Curry | CTFA, CPA | 2006 - '07 |
| Michael Noland | CLU, ChFC, AEP | 2009 - '10 & 2017 - '18 |
| Charles Tefertiller | CPA | 2011 - '12 & 2021 - '22 |
| James Maddux | CFP | 2012 - '13 |
| Jim Vanderveen | JD, CFP, CLU, CPCU | 2013 - '14 |
| Ry Whiteman | CTFA | 2016 - '17 |
| Shawna Robinson | CPA, AEP | 2018 - '19 |
| Michael Hopper | CFP, CTFA | 2020 - '21 |
| Jeremy Jennings | CPA, ABV | 2022 - '23 |
Related Document(s):
