Committees

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

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

UPCOMING EVENTS