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Event

  Winter 2021 Tax Forum Click Here for Materials Webinar 01.27.2021 11:00am — 01.27.2021 12:00pm

Please join us for the Winter Tax Forum to be held virtually on Wednesday, January 27, 2021.

Register here to join Anna Derewenda, Jenny Connors, Farhad Aghdami, and Kyle Wingfield for our virtual Tax Forum where they will cover recent updates in tax and wealth planning, including:

  • Qualified Small Business Stock
  • General Tax Updates
  • Wealth Planning Updates
  • State and Local Tax Updates


CE Credit:
This program will be submitted for CFP and CPE credit.

Click here to download event materials.