Next Meeting:
Wednesday, September 18, 2024
Using Artificial Intelligence For Trusts and Estate Planning
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September 18, 2024
Shawn Tuma
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October 16, 2024
Trustees and Corporate Transparency Act
Jim Roberts
November 20, 2024
Resolving Disputes with the IRS
Josh Ungerman
December 18, 2024
Estate Planning from the Eyes of A Corporate Trustee
Jackie Davis
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