Next Meeting:
Wednesday, November 18, 2026
Don’t Get Taxed Out: Navigating the New Rules
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November 18, 2026
Rachel Votto, CPA, AEP, BDG-CPAs, Ridgewood, NJ
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December 16, 2026
IRS Matters
Chris J. Sheldon, Attorney, Silver Law PLC, Scottsdale, AZ
January 22, 2027
Estate Planner’s Day 2027
Featuring: Jane Gorham Ditelberg; Chief Tax Strategist, Northern Trust & Emil J. Ali, Partner McCabe & Ali, LLP
February 17, 2027
GST Planning and Tax Implications
Ashley L. Case, Attorney, Tiffany & Bosco P.A., Phoenix, AZ
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