Next Meeting:
Monday, November 9, 2020
SLATs - The Most Important Trust for 2020 Planning [MEMBER ONLY]
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November 9, 2020
Martin Shenkman, JD and Jonathan Blattmachr, JD
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January 11, 2021
Economic Update
Clay Nickel, CFA
February 8, 2021
Estate Planning for Income Taxes: Maximizing Basis Planning Opportunities
Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA
March 8, 2021
It's the End of the World As We Know It...and you will be fine: Stigler Act Amendments and McGirt
Jennifer Krieg, JD, LLM
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