Next Meeting:
Friday, November 29, 2024
Recording Only | Case Studies in Estate Planning for Retirement Benefits & When Retirement Benefits are Payable to a Trust
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Membership Renewal for 2023-2024 is due by September 30, 2023.
Currency of transaction is U.S. dollars.
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November 29, 2024
Natalie Choate
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January 22, 2025
Joint Council Breakfast | Updates on the Corporate Transparency Act
Melissa Wiley, Caplin & Drysdale
February 11, 2025
Bowling Happy Hour
March 18, 2025
Membership Meeting | Unlocking Key Tax Elections in Estate Planning
David De Jong, Stein Sperling
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