Next Meeting:
Tuesday, January 12, 2021
Legislative Update & State of the Massachusetts Estate Tax
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
See Event Details
January 12, 2021
Senator Julian Cyr, Massachusetts State Senate, Cape & Islands District
March 9, 2021
The Year That Changed America
Marty Sandler, National Book Award and 5-Time Emmy Award Winner, and Pulitzer Prize Nominee
May 11, 2021
Fiduciary, Individual, and Estate Tax Best Practices, Coordination, & Compliance
Charlie Kennedy, CPA, MBA, Vice President and Director of Tax Services at GT Reilly & Company
See Full Calendar
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