Tri-State Tax Institute

TSTI

To offer topical presentations by distinguished speakers to the largest possible audience  and to provide academic scholarships to deserving accounting students.

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Tri-State Tax Institute 2023

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TSTI 2023 - Sam Donaldson - Federal Tax Update - October 24, 2023

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TSTI 2023 - Larry Adam - Market Update - October 24, 2023

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TSTI 2023 - Bryan Clontz - Top 10 Charitable Trends Every Advisor Should Know in 2023 - October 24, 2023

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TSTI 2023 - Bryan Clontz - Donor Advised Funds - October 24, 2023

Tri-State Tax Institute - 2022

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64th Annual - Tri - State Tax Institute - October 25, 2022 - Inherited IRA's

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA Keebler & Associates, LLP

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64th Annual - Tri - State Tax Institute - October 25, 2022 - Market Analysis

Linda A. Duessel, CFA, CPA, CFP Federated Securities Corp.

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64th Annual - Tri - State Tax Institute - October 25, 2022 - Social Security

Jim Blair, Lead Consultant Premier Social Security Consulting

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64th Annual - Tri - State Tax Institute - October 25, 2022 - Taxation of Crypto Currency

John F. Svolos, Managing Director SkyBridge Capital

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64th Annual - Tri - State Tax Institute - October 25, 2022 - Ethics

Michael E. Lloyd, Esquire Williams Coulson, Attorneys at Law

2021 Tri-State Tax Institute

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2021 Tri State Tax Institute

2021 Tri State Tax Institute

2020 Tri-State Tax Institute

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2020 Tri State Tax Institute - October 20, 2020

Linda Duessel, CFA, CPA, CPE

Tri-State Tax Institute - 2019

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62nd ANNUAL TRI-STATE TAX INSTITUTE - ROBERT S. KEEBLER, CPA / PFS, MST, AEP - OCTOBER 22, 2019

Robert S. Keebler presents Advanced Section 199A with Trusts & Estates

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62nd ANNUAL TRI-STATE TAX INSTITUTE - ROBERT S. KEEBLER, CPA / PFS, MST, AEP - OCTOBER 22, 2019

Robert S. Keebler presents Setting Every Community Up for Retirement Enhancement Act of 2019

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62nd ANNUAL TRI-STATE TAX INSTITUTE - MARK B. SCHWENDEMAN, GPA - OCTOBER 22, 2019

Mark B. Schwendeman presents Legislative Update & Employer Challenges in Balancing Benefits and Cost

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