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December 18, 2019

Entity Choice under the New Tax Laws

Sean M. Duncan, CPA (SMD Consulting & Accounting, LLC)

January 15, 2020

Self-Settled Trusts

Andrew Knutson (Thompson Law, P.C.)

February 19, 2020

Mineral Interests in Estates/Trusts

Virginia Moore (Virginia A Moore Law Office)

March 18, 2020

Ways to Protect the Plan from Client Neglect/Faulty Maintenance

Laurel Stephenson (Davis Stephenson)