Next Meeting:
Thursday, September 7, 2023
Basis Planning and Anomalies with Partnerships, Grantor Trusts and Unitary Basis
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September 7, 2023
Paul Lee
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October 5, 2023
An Update on How Anti-Money Laundering Initiatives Affect Estate Planners
Nancy Henderson
November 2, 2023
Secure 1.0/2.0
Jana Simons
December 7, 2023
Shakespeare, Succession and Estate Planning
Leslie Kiefer Amann
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