Next Meeting:
Tuesday, October 13, 2026
The Hidden Value Equation: Tax, Estate, and Exit Planning for Private Business
Site Links:
October 13, 2026
Chris Blees
See Event Details
November 10, 2026
The Modern Trustee: Navigating Fiduciary, Tax, and Investment Responsibilities
Will Bergman
December 3, 2026
Winter Social and Program
Raj Talwar
January 12, 2027
Beyond Bricks and Mortar: Advanced Tax and Estate Planning Strategies in Real Estate
Doreen Merz, CPA
See Full Calendar
