SAEPC Summer Session III: Introduction to Estate and Gift Tax Returns (706/709)

Date: Friday, August 9, 2024
Time: 8:00am - 11:30am
Location: Community Foundation Campus, 5049 E Broadway Blvd #201, Tucson, AZ 85711

Handouts now available

 

Introduction to Estate and Gift Tax Returns (706/709)

 

About the Speakers

Lauren Talkington is an attorney with Snell & Wilmer. Her practice is concentrated in private client services, specifically estate planning, probate, as well as estate and trust litigation. Lauren also provides advice regarding income, gift, and estate tax issues with experience in preparing taxable estate tax returns and gift tax returns. She received her Bachelors from Northern Arizona University (Business Economics and International Affairs) and her JD from the University of Arizona. In her free time, Lauren can be found in the forests of Northern Arizona happily enjoying the outdoors.

Kaylan Brushwood serves as a Principal and member of BeachFleischman’s Tax Department, specializing in delivering comprehensive tax planning and compliance solutions to high-net-worth individuals. Kaylan also leads the firm’s estate and trust practice, where she helps clients navigate tax implications related to managing wealth and assets to benefit heirs and beneficiaries. Kaylan attended Texas A&M University, earning a Bachelor of Business Administration in Accounting and a Master of Science in Finance. Kaylan has worked in public accounting since 2007 and is a Certified Public Accountant licensed to practice in Arizona.

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