Next Meeting:
Tuesday, May 25, 2021
Secondary Planning Options for Clients with Charitable Remainder Trusts (CRTs)
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May 25, 2021
Evan Unzelman, President ~ Sterling Foundation Management, LLC
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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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