Next Meeting:
Tuesday, May 18, 2021
Top 10 Charitable Planning Strategies
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May 18, 2021
Russell James III J.D. Ph.D. CFP
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September 21, 2021
Tax Planning in Light of Tax Reform
Jonathan Blattmachr
October 22, 2021
Success Event!
Jeremiah Doyle
November 16, 2021
New Planning Issues
William A. Snyder J.D. LL.M
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