WEDNESDAY, OCTOBER 23 / 1:00PM – 1:50PM / ROOM – ARCHER EAST

SPEAKER: Shelby Follis, CPA, Tax Manager, with LBMC PC

SESSION TITLE: Time is running out! Estate planning before 2026

SESSION DESCRIPTION:

This presentation is meant to make advanced preparers to partners aware of the major changes coming in estate planning. There is a sense of urgency on this since we only have until 1/1/2026 to use the increased lifetime exemption. It would begin with a background of the law changes, a brief overview of how the estate and gift tax system works, and end with best practices for bringing this up to clients.

Field of Study: Taxes

Program Level: Intermediate / 1 CPE credit / technical

Prerequisites: None

Advance Preparation: None

Speaker BIO:

Shelby Follis is a tax manager at LBMC. After 3 short years in her career, she was promoted to manager because of the passion for learning. She has written several pieces for her firm and the TSCPA Journal where she is on the tax column writing team. Her background focuses on high net worth individuals and investment partnerships. He goal is to never stop learning and help others understand the ever-changing landscape of the finance world.

Email: shelby.follis@lbmc.com

LinkedIn: https://www.linkedin.com/in/shelby-follis-10135a143?lipi=urn%3Ali%3Apage%

Website: LBMC | Tax Audit HR Security Tech | CPA Advisors Consultants

Company & Add: LBMC PC, 201 Franklin Road, Brentwood, TN 37027