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2020 Summer Editing ZOOM Meeting

July 22-24, 2020

ALL MEETINGS WILL BE BY ZOOM –

2020 SUMMER ZOOM MEETING AGENDA

All Times are EDT

 Wednesday July 22

(12:00 to 12:45) Ethics (Miller) 15-minute break

(1:00 to 2:00) S Corporations (Jamison)

One-hour break

(3:00 to 4:00) IRS Issues (Ugorowski) 15-minute break

(4:15 to 5:00) Financial Distress (Hourani)

Thursday July 23

(12:00 to 12:45) QBI Issues (Van Eerden) 15-minute break

(1:00 to 2:00) Agricultural and Natural Resource Issues (Bouchard)

One-hour break

(3:00 to 4:00) Business Issues (Walsh) 15-minute break

(4:15 to 5:00) Individual Issues Part 1 (Hourani)

Friday July 24

(12:00 to 12:45) Retirement and Investing Issues (van der Hoeven) 15-minute break

(1:00 to 2:15) Individual Issues Part 2 (Wright)

One-hour break

(3:15 to 4:00) Business Entity Issues (Bouchard)

(4:00 to 4:45) Estates and Trusts (Adesuyi)

PRIOR MEETING INFORMATION – We’ll try again in 2021

Whitefish, MT – Grouse Mountain Lodge

Reservation  844-868-7474

Here is the tentative schedule of events – generally the same as last year.

Wednesday, July 22

9:00 a.m.            Board Meeting (all members welcome)
11:45 a.m.           Lunch (everyone welcome, please RSVP)
1:00 p.m.            Editing Meeting
5:30 p.m.            Dinner- On your own

Thursday, July 23

7:00 a.m.            Breakfast
8:00 a.m.            Editing Meeting
12:00 noon         Lunch
1:00 p.m.            Editing Meeting
6:00 p.m.            Dinner on LGUTEF – Restaurant TBA

Friday, July 24

7:00 a.m.            Breakfast
8:00 a.m.            Editing Meeting
12:00 noon         Lunch on LGUTEF in hotel

Reservations:  Call
Room block expires on April 20, 2020 – Rooms are (Golf view) $217 sgl/dbl.

LGUTEF room payment policy in effect again this year. Please send Robert your names for up to two rooms (for three nights each) to be placed on the LGUTEF master account. The hotel may still ask for a credit card when you check-in to cover personal charges.

Airport shuttle: Hotel has an airport shuttle. Details TBA