2026 Advanced Tax Institute Day 3 - Estate Planning Issues

The Advanced Tax Institute exists to help high-performing lawyers and CPAs bring the best advice to their clients and their firms. Access in-depth updates on NEW tax laws and regulations across a variety of focus areas.

Kick off your Tax Week strong with a comprehensive session designed for high-performing CPAs, tax attorneys, and advisory professionals aiming to sharpen their edge.

Why This Day Matters

• Full-day immersion—an 8-hour deep dive into everything you need to know, from emerging tax law changes to practical business tax strategies.
• Hybrid flexibility—participate in-person at Martin’s West or join the session live online.
• Focused content—built for professionals in business, industry, nonprofits, government, tech, AI, CAS, and more.

There will be a $25 fee for changing from IN PERSON format to Virtual after October 31, 2026.

Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than on-site.

Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.

Interested in sponsoring this event? Learn more here.