Next Meeting:
Tuesday, March 28, 2023
Transition by Design: Successful Succession of the Privately Held Business and Wealth
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March 28, 2023
Susan P. Rounds, JD, CPA, LLM., AEP, TEP - Deutsche Bank Wealth Management
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May 23, 2023
Foreign Persons and Foreign Assets: What You Need To Know When Your Clients Or Trusts Have Foreign Connections (Plus the Corporate Transparency Act!)
Jacqueline D. Yu, Esq., LL.M., TEP - Law Office of Jacqueline D. Yu
July 25, 2023
Gift and Estate Tax for Non-US Citizens
John Nuckolls, BDO USA, LLP
September 26, 2023
TBA
Darleen H. Armour, ASA, Marshall Stevens
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