Next Meeting:
Thursday, April 17, 2025
Using AI in Your Practice
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April 17, 2025
Suzy Brown Walsh, Harris Beach Murtha; Roland Trope, Trope and Schramm LLP; Tracy Potts, Legacy Law Group
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April 22, 2025
Virtual Workshop: Panel Discussion - Pre-Liquidity Planning for Business Owners
Christopher Brathwaite; Damien Martin, Adam Grais, Tadd Lindsay
May 1, 2025
Annual After-Tax Breakfast Networking Event
May 21, 2025
Over-Rated: How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning
Tom Pauloski, Bernstein
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