SOUTHERN ARIZONA ESTATE PLANNING COUNCIL

June 9, 2023

Bonus Summer Session: Fiduciary Income Taxation co-sponsored with Community Foundation for Southern Arizona

Anne Roediger, Roediger Hoff PLC & Daren Layton, Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C.

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July 21, 2023

Bonus Summer Session Special Needs Planning co-sponsored with Community Foundation for Southern Arizona

Evelyn Kleinhans, Life in Balance Accounting CPAs, PLC & Robert Fleming, Fleming & Curti, PLC

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September 20, 2023

Valuation/Cecil v. Commissioner

Nainesh Shah, Complete Advisors

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October 18, 2023

SECURE Act and SECURE 2.0

Sarah A. Brenner, Ed Slott and Company, L.L.C.

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