February 11, 2025
Using and Misusing the Marital Deduction: Takeaways from January's Distinguished Speakers Series
Thank you to everyone who attended the January Distinguished Speakers Series programs, and special thanks to our speaker, Lauren Wolven. The event had a great turnout, with more than 80 attend…
December 5, 2024
Strategic Planning, Flexibility, and Long-Term Solutions for Your Professional Practice: Takeaways from November's Distinguished Speakers Series
Thank you to everyone who attended the November Distinguished Speakers Series programs, and a special thanks to our speaker, Alan Rothschild, Jr. Esq.. The event had a great turnout, with more…
October 9, 2024
Tax Smart Charitable Giving, Especially with Retirement Assets: Takeaways from September's Distinguished Speakers Series
Thank you to everyone who attended the September Distinguished Speakers Series program, and a special thanks to our speaker, Christopher Hoyt. The event had a great turnout, with more than 50…
January 22, 2024
Achieving Success in Business Succession Planning: Takeaways from January's Distinguished Speakers Series
Thank you to everyone who attended the January Distinguished Speakers Series programs, and a special thanks to our speaker, Jere Doyle. The event had a great turnout, with 100+ attendees learn…
November 16, 2023
Dealing with Difficult Families and Deceitful Fiduciaries: Takeaways from November's Distinguished Speakers Series
Thank you to everyone who attended the November Distinguished Speakers Series programs, and a special thanks to our speaker, Professor Roberta (Bobbi) Flowers. The event had a great turnout, w…
September 20, 2023
Optimizing the Power of Charitable Giving: Takeaways from September's Distinguished Speakers Series
Thank you to everyone who attended the September Distinguished Speakers Series programs, and a special thanks to our speaker, Dr. Russell James, PhD. The event had a great turnout, with 120 at…