This agenda is current as of .
Monday, December 9, 2024
8:00 AM – 11:00 AM PST
8:00 AM – 11:00 AM PST
8:00 AM – 11:00 AM PST
12:30 PM – 1:30 PM PST
1:40 PM – 2:55 PM PST
1:40 PM – 2:55 PM PST
1:40 PM – 2:55 PM PST
1:40 PM – 2:55 PM PST
COR2405. Investment Companies 101
Speakers: Lou DeFalco
1:40 PM – 2:55 PM PST
COR2406. Estate Planning
Speakers: John Nuckolls
1:40 PM – 2:55 PM PST
3:25 PM – 4:40 PM PST
3:25 PM – 4:40 PM PST
3:25 PM – 4:40 PM PST
3:25 PM – 4:40 PM PST
COR2410. Waterfalls 101
Speakers: Michael Tesoro
3:25 PM – 4:40 PM PST
COR2411. Incentives
Speakers: Devin Hall
3:25 PM – 4:40 PM PST
4:50 PM – 5:40 PM PST
4:50 PM – 5:40 PM PST
4:50 PM – 5:40 PM PST
COR2414. Tax Method Changes
Speakers: Courtney Vitale
4:50 PM – 5:40 PM PST
4:50 PM – 5:40 PM PST
4:50 PM – 5:40 PM PST
4:50 PM – 5:40 PM PST
Tuesday, December 10, 2024
8:00 AM – 8:50 AM PST
8:00 AM – 8:50 AM PST
9:00 AM – 10:15 AM PST
9:00 AM – 10:15 AM PST
10:45 AM – 12:25 PM PST
COR2420. Valuation
Speakers: James Joyner III, Tim Sznewajs
10:45 AM – 12:25 PM PST
COR2421. WIP
Speakers: Kelly Priestley, Robert Mercado
10:45 AM – 12:25 PM PST
10:45 AM – 12:25 PM PST
10:45 AM – 12:25 PM PST
10:45 AM – 12:25 PM PST
1:25 PM – 2:40 PM PST
1:25 PM – 2:40 PM PST
1:25 PM – 2:40 PM PST
1:25 PM – 2:40 PM PST
1:25 PM – 2:40 PM PST
2:50 PM – 4:05 PM PST
COR2430. Succession Planning
Speakers: Anthony Ivener
2:50 PM – 4:05 PM PST
COR2431. Look Back
Speakers: Courtney Vitale
2:50 PM – 4:05 PM PST
2:50 PM – 4:05 PM PST
COR2433. Tax Impact of Waterfalls
Speakers: Kevin Zeman
2:50 PM – 4:05 PM PST
COR2434. SALT
Speakers: Jack Small, Amy McLocklin
2:50 PM – 4:05 PM PST
4:35 PM – 5:25 PM PST
4:35 PM – 5:25 PM PST
Wednesday, December 11, 2024
8:00 AM – 8:50 AM PST
8:00 AM – 8:50 AM PST
9:00 AM – 10:15 AM PST
9:00 AM – 10:15 AM PST
10:45 AM – 11:35 AM PST
10:45 AM – 11:35 AM PST
11:45 AM – 1:00 PM PST
11:45 AM – 1:00 PM PST