Straight Talk on Tax & Estate Planning
Join Ray Quinney & Nebeker for an afternoon of timely insight and practical guidance on the tax and estate planning issues your clients are facing today. From tax and estate planning strategies and IRS enforcement to audit triggers, this year’s sessions cover what matters most – straight from RQN’s top-ranked tax and estate planning attorneys.
The seminar includes three (3) hours of continuing education credit. Registration is $80 per person
When: Tuesday, November 3, 2026
1:30 – 4:30 PM
Where: Hyatt Regency Salt Lake City
170 S West Temple, Salt Lake City, UT 84101
Cost: The seminar fee is $80 per person and includes 3 hours of continuing education credit.
Reserve Your Spot
Space is limited, please complete the registration form below to secure your spot at this year’s seminar. Once your information is submitted, you’ll receive a link to complete your payment. We look forward to seeing you!
This Year’s Sessions:
| Gary Longmore |
| Welcome & Opening Remarks |
| Sam Lambert |
| How to Win IRS Audits Before (and When) They Happen: Planning Ahead for Frequently-Examined Issues; Common Taxpayer Records Mistakes, Avoiding Audit Triggers; Navigating Document and Information Requests Yes, the IRS is still auditing with a vengeance! What is it about certain tax returns that triggers IRS audits? What will the IRS ask about? Do I have to give them everything they ask for? When should I tell them no? What mistakes do people make during an audit? What should I be doing now to prepare for an audit? |
| Brenn Bouwhuis |
| What’s Trending in Tax Controversy IRS enforcement priorities continue to evolve. Understanding the past, present, and likely future is key to successfully resolving tax disputes with the IRS. Among other areas of interest, this presentation will review and provide best practices related to Employee Retention Credit claims, Affordable Care Act compliance, and Conservation Easements. |
| Gregg D. Stephenson |
| Marital Trusts and Portability: Options for Estate Tax and Income Tax Planning for a Surviving Spouse With today’s elevated estate tax exemption and the portability of a deceased spouse’s unused exemption (DSUE), married couples have a variety of options regarding how to design their estate plans at the first death. This session will examine how to optimize the estate tax exemption through outright, disclaimer, and credit shelter/marital trust designs, when to use portability instead of traditional bypass planning, and how the income tax priorities (step-up in basis) interact with transfer tax goals. We will also discuss asset protection considerations and trust provisions that preserve flexibility. |
| Brandon Gardner |
| The 30-Day Crunch: Navigating Form 8971 Pitfalls After Filing Form 706 IRS Form 8971 (Information Regarding Beneficiaries Acquiring Property From a Decedent) is a high-stakes, separate compliance requirement (in addition to the IRS Form 706) designed to enforce basis consistency between an estate tax return and what beneficiaries report as their income tax basis. With the finalization of basis consistency regulations in September of 2024, there is now a final regime for basis consistency reporting; however, compliance with the final regulatory requirements in the preparation of Form 8971 can still be fraught with pitfalls. |
| Greg Baker |
| Baby’s First Grand: Trump Accounts Explained The U.S. Treasury completed automatic enrollment for eligible children who do not already have a Trump Account on October 1, 2026, and millions of accounts have been created. With the Treasury’s automatic enrollment now in place, whether you are an advisor, parent, or employer, it is important to understand how these new accounts work. This session will go through the ins and outs of the newly created Trump Accounts, including how to: (i) claim the $1,000 seed contribution, (ii) maximize the $5,000 limit and employer contributions, and (iii) navigate the transition to a Traditional IRA at age 18. |