Next Meeting:
Tuesday, November 5, 2024
Members Only - Tax Aware Investment Solutions for High-Net-Worth Clients
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November 5, 2024
Elliot Dole, CFP®, EA, AEP®, CExP™, CAP® Wealth Advisor - Buckingham Arthur Fischer-Zernin, CFA, Managing Director - AQR Capital Management
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November 18, 2024
Tax Policy in 2025 – TCJA Sunset Legislation
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA - Keebler & Associates, LLP
December 16, 2024
What do Comparable Sales, Value Determination, and Tax Court Have in Common?
Tim Luke - National Director of Appraisals & Valuations at Hindman
January 9, 2025
Planning Ideas for 2025
Elliot Dole, Steve Gorin, John Scott, Michael Tessler, (Moderator) Kathleen Bilderback
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