Next Meeting:
Thursday, December 3, 2026
Winter Social and Program
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December 3, 2026
Raj Talwar
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January 12, 2027
Beyond Bricks and Mortar: Advanced Tax and Estate Planning Strategies in Real Estate
Doreen Merz, CPA
February 9, 2027
The Tax Landscape: What’s Changed, What’s Coming, What Matters Most
Phil Erickson
March 9, 2027
Captive Insurance Planning: Tax, Estate, and Wealth Transfer Strategies for Business Owners
Eric Carlson, Vice President
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