Pondering Portability: Practical Considerations During Planning and Administration

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Date: Monday, October 5, 2026

Time: 12:00pm - 1:00pm

Location: Pending

Speaker: Jimmy Dougherty, Partner Dungey Dougherty PLLC

UPCOMING EVENTS

September 8, 2026

After the Documents Are Signed: An Heir’s Perspective On Family Offices and Reframing Wealth Transfer

Jacqueline Hicks, President, CEO Bone & Gray

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September 17, 2026

Joint Networking Social with CFA Society St. Louis

none

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October 5, 2026

Pondering Portability: Practical Considerations During Planning and Administration

Jimmy 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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