DESCRIPTION
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.
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
ATTENDANCE DETAILS
Location
Date and Time
Wednesday, December 3, 2025
Time: 9:00 AM CT
Duration: 420 min.
Registration Closes