Atrium Medical Center Foundation 22nd Annual Estate and Tax Planning Professional Seminar Friday, November 6, 2020.





8 - 8:15 a.m.

Online Check-In


8:15 a.m.

Welcome and Attendee Webinar Instructions 


Mike Stautberg
president, Atrium Medical Center Foundation

1.5 hours

8:30 - 10 a.m.

Succession Planning for Closely Held Businesses


Christopher P. Hennessey, JD, CPA

Peter D. McColgan

10 min

10 - 10:10 a.m.

Break and Vendor Fair

1 hour

10:10 - 11:10 a.m.

Planning for Closely Held Business:
A Case Study Integrating Succession, Retirement and Exit Plan Concepts


Joel S. Brant, JD

Christopher D. Freeman, JD

Matthew A. Kitchen, JD, CPA

Whitney B. Maxson, JD

10 min

11:10 -11:20 a.m.

Break and Vendor Fair

1 hour

11:20 a.m. - 12:20 p.m.

Year-End Tax Update


Candice DeClark Peace, JD, CPA

50 min

12:20 - 1:10 p.m.

Lunch Break and Vendor and Health Fair


LCNB National Bank

Presenting Sponsor

Afternoon Track Sponsors

Wells Fargo Advisors

Clark Schaefer Hackett

Johnson Investment Counsel

Katz Teller

Lincoln Financial Advisors

Peoples Bank


Track I

Track II

Track III

Track IV


*Attorneys only

*CPAs only

1 hour

1:10 - 2:10 p.m.

IRAs under the Secure Act

Building Flexibility in Estate Planning


CPA Ethics
Part I of III


Edwin P. Morrow, III JD, LLM, MBA, CFP, CM&AA

Thomas B. Holding, CFP, CLU, CRPC

Robert Donnelly

George D. Jonson, JD

Tiffany M. Crosby, CPA, CGMA, CTP, MBA

10 min

2:10 - 2:20 p.m.

Break and Vendor Fair

1 hour

2:20 - 3:20 p.m.

Retirement Plans in a World of Changing Circumstances

Medicaid Law

Ethics—A Code of Professional Responsibility

CPA Ethics
Part II of III


Leanna Ross

Ralph J. Conrad, JD

George D. Jonson, JD

Tiffany M. Crosby, CPA, CGMA, CTP, MBA

10 min

3:20 - 3:30 p.m.

Break and Vendor Fair

1 hour

3:30 - 4:30 p.m.

Market & Economic Update

Social Security Update

Substance Abuse

CPA Ethics
Part III of III


Charles Rinehart, CFA

Brandon Zureck, CFA, CAIA

Kelly S. Draggoo

Vaniska Thomas


Tiffany M. Crosby, CPA, CGMA, CTP, MBA


30 minutes presentation for a total of 6.0 CLE

Must attend all sessions for CPA Ethics Credit

6.0 - 6.5 hours total

4:30 p.m.

Closing Comments and Continuing Education Procedures

Tracks I and II are open to all attendees (attorneys, accountants, financial planners, insurance agents, and trust officers.)

*Track III is for attorneys only and Track IV is for Certified Public Accountants only.