Next Meeting:
Tuesday, May 11, 2021
Fiduciary, Individual, and Estate Tax Best Practices, Coordination, & Compliance
Site Links:
June 8, 2021
Half-Day Seminar with Natalie Choate! Case Studies: Estate Planning for Retirement Benefits after SECURE & Trusts as Beneficiaries of Retirement Benefits
Natalie B. Choate
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May 11, 2021
Charlie Kennedy, CPA, MBA, Vice President and Director of Tax Services at GT Reilly & Company
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