Next Meeting:
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TEST TEST
January 21, 2026
Final Regulations Under the Secure Act and Other Tax Rules for Trusts and Estates
Bryan Jamison, JD
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February 18, 2026
I Have it Because Mom Liked Me Best – How to Help Protect Seniors from Financial Exploitation
Stuart Bear, JD
March 18, 2026
Small Business, Big Savings: Income Tax Saving Strategies for Business Owners
Thomas Pauloski, JD
April 30, 2026
Estate Planning After OBBBA: Asset Protection, Longterm Care & Income Tax Efficiency
Jeffrey Williamson, JD
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