Next Meeting:
Site Links:
July 20, 2021
STUDY GROUP- Webinar: "2021 Income Tax Planning Strategies including IRA Strategies"
Speaker: Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
See Event Details
August 24, 2021
STUDY GROUP- Webinar: "Income Tax Planning for Real Estate Using Estate Planning Techniques"
Jerome M. Hesch, MBA, JD, AEP® (Distinguished).
September 21, 2021
September "Kick-Off" Meeting
September 28, 2021
STUDY GROUP- Webinar: "Planning for Business Owners and Trusts in Light of Changing Income Tax Rates"
TBA
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