We are excited to bring you topics of current interest and, where beneficial, have guest speakers present their expertise and views on these topics. Here you will find a schedule of upcoming webinars, as well as a library of webinars recently completed.

Upcoming Webinars

March 2024

Topic: Planning for Estate Tax
When: Thursday, March 21st at 12:00 p.m. ET

We are pleased to invite you to the third installment in a three-part series on Estate Planning. “Planning for Estate Tax” will be presented once again by Attorney Marissa Bagasra of Troxell Leigh. Marissa will provide information on the estate tax (also known as the “death tax”), discuss strategies to take advantage of the current estate tax exemption, and consider estate planning structures to minimize estate taxes imposed at a taxpayer’s passing.

Reserve your spot for this informative session.