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Tuesday, November 10, 2020
PHILANTHROPY DAY
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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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November 10, 2020
January 12, 2021
Legislative Update & State of the Massachusetts Estate Tax
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
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