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Death is Only the Beginning: The Decedent’s Final Chapter (Avoiding Income Tax Purgatory)

  • Friday, November 17, 2023
  • 7:15 AM - 9:00 AM
  • Suite 500, 2800 W. Higgins Road, Greenspoint Office Park, Hoffman Estates
  • 10


  • Each NWSEPC Member may bring one guest per year for free.

Registration is closed

Christian Klaas
Friedman & Huey Associates LLP

Michelle V. Hanlon
Senior Manager
Ultra High Net Worth

Join Christian Klaas, Partner, Principal, Friedman & Huey Associates LLP, and 
Michelle V. Hanlon, Senior Manager - Ultra High Net Worth, RSM US LLPon Friday, November 17, to learn a practical guide to speaking with clients and understanding Form 1041 trust income tax reporting concepts. The meeting will be held in the conference room, Suite 500, on the 5th floor of our new location at 2800 W. Higgins Road, Greenspoint Office Park in Hoffman Estates.

Program Schedule

  • 7:15 am – Check-in/Breakfast
  • 7:50 am – Welcome/Introductions
  • 8:00 am – Presentation and Q&A
  • 9:00 am – Announcements and Adjournment

CPE and CLE Credit: 1 hour

Registration closes on Monday, November 13. An email with a link to download the handout will be sent before the meeting.

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