Past Events

October 14, 2025 Political Update
Austin Barbour and Brandon Jones
September 9, 2025 Connelly Supreme Court Case/Insurance Proceeds in Business Evaluations for Estate Tax Purposes
David Martin, The Thigpen Group
May 6, 2025 Post-Election Estate Planning: Strategic Guidance for a Shifting Tax and Legislative Landscape
Christopher A. Steele, LL.M., J.D., AEP, Bernstein Private Wealth Management
March 10, 2025 Highlights from the 2025 Heckerling Institute on Estate Planning
Leslie Wood Brandenham, Bessemer Trust
February 11, 2025 Exiting on Time
Neal Stephens, Horne Capital
January 14, 2025 Market Review and Going Forward
Scott Bosworth, CFA, Dimensional
December 10, 2024 A Potpourri of Estate Planning Issues for 2025
R. David Marchetti, Wells Marble & Hurst, PLLC
November 12, 2024 Special Needs Trust Planning
Richard A. Courtney, CELA, Courtney Elder Law Associates PLLC
October 15, 2024 Political Update
Austin Barbour and Brandon Jones
September 10, 2024 Business Valuation Overview, Exit Planning Opportunities, & Quick M & A Market Update
Nene Gianfala, Vanessa Claiborne, and Gay LeBreton, Chaffe & Associates Investment Bankers
May 14, 2024 Right-Sizing a Transfer Tax Strategy
Jennifer Goode, Bernstein Private Wealth Management
March 12, 2024 Unlocking Your Full Potential in a Generative AI World
John Yoo, FORVIS, Innovation Services Team, Springfield, MO
February 13, 2024 Pooled Special Needs Trusts
Joanne Marcus, MSW, and Rachel Baer, Esq., Commonwealth Community Trust
January 9, 2024 Farm Management Update
Bob Morgan, Farm Manager, Regions Bank
December 12, 2023 Charitable Update
Jane Alexander, Community Foundation for Mississippi
November 14, 2023 Elder Law Update
John Burns, LL.M., CELA, EPLS, John Burns Estate & Elder Care Law, PLLC
October 10, 2023 Political Update
Austin Barbour and Brandon Jones
September 12, 2023 Preparing for the Far Reach of the Corporate Transparency Act
Randy McClanahan, J.D., Butler Snow LLP
May 9, 2023 State Income Tax of Trusts
Gray Edmondson, J.D., LL.M., Edmondson Sage Allen PLLC
March 14, 2023 Business Valuations
Timothy R. Lee, ASA; Mercer Capital
February 14, 2023 Real Estate, Business, and Discount Valuations in 2023
Phil Jones, CPA, ABV, ASA, CFE, and Eric Garfield, MAI, CCIM, CRE, of Cushman & Wakefield, Los Angeles, CA
January 10, 2023 Timber and Forestry Update
Ken Booker, Forester, Regions Bank
December 13, 2022 Charitable Update
Darby Berthelot, The American Cancer Society
November 8, 2022 Life Settlements/Policy Valuations
Jamie Mendelsohn, Ashar Group
October 11, 2022 Pre-Election Political Update
Austin Barbour
September 13, 2022 Estate Tax Benefits of Pre-Transaction Planning
Andrew Bishop, Bernstein Private Wealth Management
May 10, 2022 Managing Trusts Effectively
Jennifer B. Goode, J.D., Bernstein Private Wealth
March 8, 2022 Charitable Giving: 2022 Updates
Jane C. Harkins, Planned Giving at UMMC
February 8, 2022 NFT and Digital Asset Fundamentals
Nik Fahrer, CPA, and Tom Haldiman, CPA, CFE, ACDA; BKD, LLP
January 11, 2022 Market Update
Jonathan Waide, CFA, Regions Bank
December 14, 2021 Hot Topics for Retirement Plans in 2022 and Beyond
Chris Shankle, CPA, CGMA, Argent Financial Group, Inc.
November 9, 2021 Pandemic Planning: Navigating Stimulus Funding and Exit Planning in the New Normal
Mary Kathryn Allen, Horne LLP
October 12, 2021 Year End Income Tax Planning
Brian Masterson, Butler Snow
September 14, 2021 Elder Abuse/Undue Influence
Rick Courtney
May 11, 2021 The Best Income Tax Planning for High Income Individuals
Stephen A. Baxley, LL.M., J.D., CPA; Bessemer Trust
March 9, 2021 SECURE and CARES Acts
John Poole, Regions Bank
February 9, 2021 Benefits of Tennessee Trusts
Tim Barrett, Argent Trust
January 12, 2021 Market Update
Heath Jordan
December 8, 2020 Giving in the Time of COVID-19/Strategies for Hardship Giving
Jeff Haskell and Peter Handler
November 10, 2020 Tax Planning Post-Election
Gray Edmondson, J.D., LL.M., Edmondson Sage Allen PLLC
October 13, 2020 Pre-Election Political Update
Austin Barbour and Brandon Jones
September 8, 2020 Life Insurance Settlements
George Pickett and Mitchell Michlitsch, Valmark Securities
February 11, 2020 Opportunity Zones
Jet Hollingsworth
January 14, 2020 Economic/Market Update
Steven Langley, CFA, Regions Financial Corp.
December 10, 2019 Charitable Giving in Mississippi
Mary Overstreet
November 12, 2019 Small Business Exits: What Your Clients Need to Know
Rina Thomas White
October 8, 2019 Political Update
Henry Barbour and Brandon Jones
September 10, 2019 Prudent Investor Trust Assets
David Marchetti
May 14, 2019 Charitable Update
Jane Alexander, Community Foundation for Mississippi
March 12, 2019 High Net Worth Divorce
Clark Luke and Susan Steffey, Watkins & Eager
February 12, 2019 Business Succession Planning
George and Jason Hester
January 8, 2019 Market Update and Outlook
Heath Jordan, CFA, Trustmark Investment Advisors
December 11, 2018 IRS Section 199A
Suzy Tubb, BKD, LLP
November 13, 2018 IRS Clarifications on the TCJA Act
Raleigh Cutrer
October 9, 2018 Political Climate Update
Austin Barbour & Brandon Jones
September 11, 2018 New Federal Partnership Audit Rules and Practical Considerations
Bob Box of Jones Walker LLP
May 8, 2018 Special Needs Planning
Richard A. Courtney, CELA, Frascogna Courtney, PLLC
April 10, 2018 Guide to Financial Independence with Market Update
Christopher Brantley, Wealth Partners
February 13, 2018 Charitable Giving Strategies
Jamie Houston and Clark Luke of Watkins & Eager
January 9, 2018 2017 Developments in Estate Planning
Samantha Moore and Blair Jussely of Butler Snow LLP
December 12, 2017 Asset Protection Planning
Barry K. Jones
November 14, 2017 Trust Modifications
Bob Williford, J.D.
October 10, 2017 Probate Issues
Judge Larry Primeaux
September 12, 2017 Business Valuations
Jim Koerber, CPA/ABV/CFF, CVA
May 9, 2017 Market Update
Ernie T. George
March 14, 2017 Circular Section No. 230
Barry K. Jones, J.D., Pettis, Barfield & Hester, P.A.
February 14, 2017 Charitable Giving Techniques
Samantha Moore and Blair Jussely
January 10, 2017 DOR/TAPS
Jan Craig with the MS DOR
December 13, 2016 Nonprofit Compliance and Governance Issues
Charles Lindsay, CPA, and Michelle Stonestreet, CPA
November 8, 2016 Common Estate Tax Audit Triggers and How to Avoid Them
Raleigh Cutrer
October 11, 2016 Political Point/Counterpoint
Jere Nash & Henry Barbour
September 13, 2016 Legislative Update
Joel Bomgar
May 10, 2016 New Standards for Investment Advice in Retirement Accounts: DOL’s Expanded Fiduciary Rule and Exemptions
John F. Hill, CFP and Clayton Smith, Wealth Partners LLP
March 8, 2016 Market Panel
Mark Sorgenfrei, Waddell & Associates, Jeremy Nelson, Pinnacle, & Rebecca Schneeberger, Raymond James
February 9, 2016 Captive Insurance
Andy Rhea, Iroquois Captive Services
January 12, 2016 Business Succession Planning
George W. Hester
December 8, 2015 Retirement Planning and the Current Investment Outlook
Ernie George, CFP CLU
November 10, 2015 An Overview of Chapter 14
Samantha Moore, Butler Snow
October 13, 2015 Trends in Charitable Giving
Jane Alexander, Community Foundation of Greater Jackson
September 8, 2015 Uniform Trust Code
R. David Marchetti, JD. LL.M.
May 12, 2015 Legislative Review
Preston Goff, Secretary of State's Office
April 14, 2015 ABLE Accounts and Special Needs Planning
Richard A. Courtney, CELA, CAP
March 10, 2015 Social Security Planning
Al Hurt, Security Ballew Wealth Management
February 10, 2015 Responsibilities of Not For Profit Board Service
Charles Lindsay
January 13, 2015 Economic Outlook
Heath Jordan
November 11, 2014 Trust and Estate Update
Donna Bruce and Barry K. Jones
October 14, 2014 Mississippi Business and Legislative Update with Election Impact
Gordon Fellows, MS Bankers Association
May 13, 2014 Who Dat...Who Dat Fiduciary?
Tara C. May, CPA, QKA
April 8, 2014 Legislative Update
Ralph Yelverton
March 11, 2014 Income Tax Planning
J. Todd Mardis
February 11, 2014 Medicaid and the Affordable Care Act
Richard A. Courtney, CELA, CAP
January 14, 2014 Life Insurance
Robert Cornett
November 12, 2013 Estate Planning under the Tax Relief, Unemployment Insurance Re-Authorization, and Job Creation Act of 2010 and the American Taxpayer Relief Act of 2012
R. David Marchetti
October 8, 2013 The Competition for Trusts: How Does Mississippi Compare to Other States
David Martin, Trustmark Bank
September 10, 2013 Employee Stock Ownership Plans (ESOPs) as a Business, Tax and Estate Planning Vehicle
Kelly O. Finnell, J.D. CLU, AIF
May 14, 2013 Recent Developments from the Mississippi Secretary of State’s Office
Drew Snyder and Preston Goff with the Mississippi Secretary of State's office
April 9, 2013 Anatomy of an IRS Estate Tax Controversy: Audit to Litigation
Don Lan
March 12, 2013 Red Zone Financial Planning
Al Hurt, Security Ballew Wealth Management
February 12, 2013 The 31 Flavors of Social Security Benefits (and Their Impact on Your Financial Future)
Richard A. Courtney, CELA
January 8, 2013 The Changing World of Estate Planning
Stephen McDaniel of Wyatt Tarrant & Combs LLP in Memphis
November 13, 2012 What to Expect Post-Election
Andy Taggart
October 9, 2012 Marketability and its Impact on Business Valuations
John P. Hammond, CFA, of Chaffe & Associates, Inc.
September 11, 2012 The Power of Trusts
David Martin, CPA, CFP, MSFS, ChFC; Trustmark Wealth Management
May 8, 2012 Building an Investment Portfolio
Doug Muenzenmay, CFA, CFP of Medley & Brown, LLC
April 10, 2012 Captive Insurance Companies: Opportunities and Key Benefits
Charles L. Spitzer, CPA, Summit Alliance in Dallas
March 13, 2012 Planned Giving and Estate Planning through your Community Foundation
Jackie Bailey, Community Foundation
February 14, 2012 Ethics
Barry K. Jones
January 10, 2012 Identifying and Preventing Elder Financial Abuse
David W. Russell, CFP, of Pinnacle Trust
November 8, 2011 Planning for Estates Under $10 Million
Walt Dallas, Esq., J.D., LL.M.
October 11, 2011 Addressing Issues with Nonqualified Plans in an Estate Plan
Seale Pylate, Phelps Dunbar
September 13, 2011 Investing in an Aging Economy: U.S. Demographic Shifts & Implications for Investors
Jeremy Nelson, CTFA, Pinnacle Trust
May 10, 2011 Timberland in Estate Planning
Steve Butler, Timbercorp
April 12, 2011 Innovations in the Inventory, Valuation, & Liquidation of Tangible Assets
Ruthie & Benny Taylor, Taylor Auction & Realty
March 8, 2011 The Market Today in Life Settlements
Peter Hershon of Coventry Insurance & Kyle Labatio
February 8, 2011 Long Term Care Insurance
Jim Zuelsdorf, Prudential & Julian Watson
January 11, 2011 Economic and Market Update
Jerry Hoeniges, head of Trust Investments at BancorpSouth
November 9, 2010 Utilizing the Beneficiary Controlled Defective Grantor Trust
George Hester & Sue Marsh
October 12, 2010 Estate Planning -- Where We Are Now
James Barry
September 14, 2010 New Health Care Law
Paul Varner
May 11, 2010 Estate Planning -- The Family Conversation
Stan P. Purvis, CPA, CFP
April 13, 2010 Who are Fiduciaries & What are their Duties & Liabilities?
David Martin, CPA, CFP, MSFS, ChFC; Trustmark Wealth Management
March 9, 2010 Reverse Mortgages/Medicaid Update for Estate Planners
Lori McGinnis/Rick Courtney
January 12, 2010 Estate Planning and Use of Trusts for Retirement Benefits
Leonard C. Martin
December 8, 2009 Christmas Party
November 10, 2009 Partnering with Your Community Foundation to Provide Your Clients with Winning Charitable Giving Str
Douglas R. Boone, President and CEO of Community Foundation of Greater Jackson
October 13, 2009 Not Specified
Winton Smith
September 8, 2009 Industry Outlook: The Changing World of Estate Planning and Administration
A. Stephen McDaniel
May 12, 2009 Estate and Gift Tax Planning Techniques
Walt Dallas
April 14, 2009 Family Limited Partnership
Jay Travis
March 10, 2009 Secretary of State Update
Delbert Hosemann
February 10, 2009 Income Tax Update
Bill Eubank
January 13, 2009 Economic Update
Doug Ralston
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