Next Meeting:
Monday, February 8, 2021
Estate Planning for Income Taxes: Maximizing Basis Planning Opportunities
Site Links:
February 8, 2021
Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA
See Event Details
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
April 12, 2021
Gathering Place: Phase Two Update and Look Ahead
Tony Moore, Executive Director
May 17, 2021
Tax Planning Strategies for 2021 and Beyond
Sam Donaldson, JD, LLM
See Full Calendar
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