Next Meeting:
Tuesday, January 28, 2025
Business Succession for S Corporation Owners - Members Only
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January 28, 2025
Norman S. Newmark, JD, LLM, Partner - McCarthy, Leonard & Kaemmerer, LC
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February 10, 2025
10 Essential IRA Planning Strategies for 2025
Jeffrey Levine – Focus Partners Wealth
March 31, 2025
Sales to Intentionally Defective Trusts
Jeremiah Doyle, Senior VP at BNY Mellon
April 28, 2025
The ABC's of CRT's: Understanding Charitable Remainder Trusts for Estate Planning
Paul Caspersen
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