Wednesday, September 18, 2019
Update on Trends/Strategies in Charitable Planning
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September 18, 2019
Jamie Katzen (Gray Reed & McGraw)
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October 16, 2019
Your Beneficiary Went to Boston - Why Should You Care?
Jim Roberts (Glast Phillips Murray)
November 20, 2019
What to do with the Not Quite Incapacitated Client?
Lori Leu (Leu & Peirce), Erin Peirce (Leu & Peirce), Mick Koffend (Accountable Aging)
December 18, 2019
Entity Choice under the New Tax Laws
Sean M. Duncan, CPA (SMD Consulting & Accounting, LLC)
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