2025 Annual Seminar
Schedule:
7:45am-8:15am -In and Continental Breakfast
8:15am-8:25am - 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-3:30pm - Break
3:30pm-4:30pm - WA vs. Idaho Tax & Estate Planning - Kevin Sell, CPA
4:30pm-5:30pm - Happy Hour - live music- Jonathan Nicholson, guitar
