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UPCOMING EVENTS

May 25, 2021

Secondary Planning Options for Clients with Charitable Remainder Trusts (CRTs)

Evan Unzelman, President ~ Sterling Foundation Management, LLC

July 27, 2021

Estate and Gift Tax Updates and Hot Audit Topics

Robin L. Klomparens, JD, LL.M. Taxation ~ Wagner Kirkman Blaine Klomparens & Youmans LLP

September 28, 2021

Live or Virtual Meeting

Justin T. Miller, JD, LL.M, TEP, AEP, CFP ~ BNY Mellon Wealth Management

November 9, 2021

Private Foundations

Reynolds T. Cafferata, Partner ~ Rodriguez, Horii, Choi & Cafferata, LLP

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