Next Meeting:
Site Links:
June 27, 2023
STUDY GROUP- Webinar: "Business Succession Planning"
James S. Aussem, JD, AEP® (Distinguished)
See Event Details
July 25, 2023
STUDY GROUP- Webinar: "Help Your Clients Keep Control of their Lives and Money if they Become Incapacitated in Later Life (Or in Their Younger Years)"
Louis W. Pierro and Prof. Peter J. Strauss
August 22, 2023
STUDY GROUP
TBA
September 27, 2023
October 24, 2023
STUDY GROUP- Webinar: "Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith"
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
November 21, 2023
December 19, 2023
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