Next Meeting:
Tuesday, November 10, 2026
The Modern Trustee: Navigating Fiduciary, Tax, and Investment Responsibilities
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November 10, 2026
Will Bergman
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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
February 9, 2027
The Tax Landscape: What’s Changed, What’s Coming, What Matters Most
Phil Erickson
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