April 22, 2021
“The New Powers of Attorney Statute"
Ellen G. Makofsky, Esq., CELA*
April 27, 2021
STUDY GROUP- Webinar: Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose
Richard S. Franklin, JD, LL.M. and Raymond C. Odom, CFP®
May 18, 2021
STUDY GROUP- "Webinar: 529 Planning"
Speaker: Susan T. Bart, JD
May 20, 2021
Panel Discussion: “Fiduciary Accountings and Protection of the Fiduciary – Who, What, Where, When, Why?”
Richard G. Chalifoux, J.D., AEP®, Joseph T. La Ferlita, Esq. and Lisa Rispoli, CPA, AEP®
June 16, 2021
June 22, 2021
STUDY GROUP- "Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets"
Speaker: Christopher R. Hoyt, JD, AEP® (Distinguished)
July 20, 2021
STUDY GROUP- Webinar: "2021 Income Tax Planning Strategies including IRA Strategies"
Speaker: Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
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"
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