Kinkead & Stilz Ethics and Tax Conference

MAY 18, 8:00AM -12:25PM
Embassy Suites 1801 Newtown Pike,
Lexington, KY 40511
RSVP Kay Rue at

CLE 3.75 hours (including 2 hours Ethics credit)
CE 4 hours PENDING (including 2 hours Ethics credit)
CPE 4 hours (including 2 hours Ethics credit)

8:00 Registration / Continental Breakfast

8:30 – 9:00 2018 Federal Tax Update for Individuals – Melissa C. Mattox/Michael F. Reynolds

9:00 – 9:30 1031 Exchanges – John G. Irvin, Jr.

9:30 – 10:00 Digital Ownership / Who Owns Your E-mail – Tonya Rager/David Trevey (Ethics CLE)

10:00 – 10:15 – Snack Break

10:15 – 10:45 – Legal Ethics for Employers – D. Barry Stilz /Lynn Sowards Zellen (Ethics CLE)

10:45 – 11:25 – 2018 Tax Update for Businesses including Section 199A deduction “20% passthrough deduction” – Michael F. Reynolds

11:25 – 12:25 – Ethics Panel – Cary B. Howard, Jr., Wayne F. Collier, Lynn Sowards Zellen, Melissa H. P. Palmer – Business Situation Case Studies

a. Who is your client / Conflict and Entity Representation
b. Employee / Employer / Business Owner / Confidentiality and Conflicts issues
c. Avoiding Professional Malpractice / Professional Liability
d. Preparing for litigation / Best practices / Document Retention
e. Notifying Carrier / Notifying Attorney

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