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UPCOMING EVENTS

October 5, 2026

Pondering Portability: Practical Considerations During Planning and Administration

James I. Dougherty, Partner, Dungey Dougherty PLLC

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November 16, 2026

Perspectives From The Inside-- Trust And Tax Issues From A Former IRS Professional

Daniel J. Gespass, Managing Director, US National Tax - Anderson

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November 19, 2026

Member and One Guest Invite for the Member Appreciation Holiday Party

none

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December 7, 2026

Charitable Giving with Business Interests

Brent Berselli, Partner, Private Wealth Services and Family Office Holland & Knight

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