Next Meeting:
Thursday, November 6, 2025
The New Normal for Charitable Tax Planning
Site Links:
Social Event and Trivia Competition on October 29, 2024:
November 6, 2025
Justin Miller
See Event Details
December 4, 2025
How to Establish Trust and Collaboration Among Benefactors, Beneficiaries and Trustees
Luke Jernagan
January 8, 2026
The Role of AI in Estate Planning
Gerry Beyer
February 5, 2026
Key Tax Court Cases Impacting Valuations for Estate and Gift Tax Purposes
Will Frazier
See Full Calendar
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