Next Meeting:
Monday, January 11, 2021
Economic Update
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January 11, 2021
Clay Nickel, CFA
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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
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