The Planning Edge: Business, Tax, and Legacy Strategies Summit

The Planning Edge: Business, Tax, and Legacy Strategies Forum is designed for professionals at the intersection of wealth, law, and philanthropy—those who guide individuals, families, and businesses through complex financial and legacy decisions. • Attorneys specializing in estate planning, business succession, tax, nonprofit, or elder law who want to stay current on emerging legal and regulatory trends. • Certified Public Accountants (CPAs) and Tax Advisors seeking strategic insights into new tax legislation, compliance updates, and planning opportunities that support long-term wealth preservation. • Financial Advisors, Wealth Managers, and Trust Officers looking to enhance collaboration with legal and accounting professionals to deliver comprehensive planning solutions. • Philanthropic Advisors and Gift Planners interested in innovative charitable giving strategies and how philanthropy can align with estate and tax planning goals. • Business Owners and Family Office Executives navigating transition, succession, and legacy planning for closely held enterprises. Whether you advise clients, manage wealth, or structure charitable gifts, this forum equips you with the insights, tools, and professional connections needed to stay on the leading edge of planning excellence. *This program is worth 5 General credits and 1 Ethics credit for Oklahoma attorneys. Signature Sponsors: Argent Financial High Ground Advisors University of Tulsa Co-Hosts: Oklahoma Bar Association University of Tulsa Oklahoma Estate Planning Section Tulsa Estate Planning Forum Oklahoma Association of Charitable Gift Planners Presenting Organizations: Gable Gotwals Argent Financial HighGround Advisors Heatherman Law PLLC Mariner EverPar University of Tulsa