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 3rd, 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:
| 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 |
| 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 We will go through the ins and outs of the newly created Trump Accounts, from eligibility and account creation to contributions, investment, maintenance, and distributions. We will walk through the applicable rules involved in establishing and administering these accounts. |