2025 Annual Seminar
Schedule:
7:45am-8:15am Check-In and Continental Breakfast
8:15am- Welcome, Diane Kiepe, SEPC President and leadership at Gonzaga University
8:30am-10:30am: “Federal Tax Update- Recent Developments in Federal Income, Estate and Gift Taxes affecting Individuals and Small Businesses” -- Professor Sam Donaldson JD, LLM- Georgia State University
10:30am-10:45am Break
10:45am-11:45am: “Updates and Projections on Medicare” – Donna Peck, Insurance & Medicare Expert
12:00pm-1:00pm Lunch Break: Business Meeting, Jennifer Nilson, author of An Unwanted Journey- Embracing Life after Loss
1:15pm-2:15pm: Best Practices for Working in Professional Teams -- Panel of Professionals
2:15pm-3:15pm: Basic Estate Planning Documents: Overview and Planning Considerations
3:15pm-4:15: WA vs. Idaho Tax & Estate Planning -- Kevin Sell, CPA
4:15pm-5:00pm Happy Hour: Live music -- Jonathan Nicholson, guitar
