Next Meeting:
Tuesday, September 8, 2026
The Power of Team: Coordinating Wealth, Tax, and Estate Planning Strategies
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September 8, 2026
Michael Naughton, Dolly Wong, and Steve Ogle
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October 13, 2026
The Hidden Value Equation: Tax, Estate, and Exit Planning for Private Business
Chris Blees
November 10, 2026
The Modern Trustee: Navigating Fiduciary, Tax, and Investment Responsibilities
Will Bergman
January 12, 2027
Beyond Bricks and Mortar: Advanced Tax and Estate Planning Strategies in Real Estate
Doreen Merz, CPA
See Full Calendar
