Next Meeting:
Tuesday, January 8, 2019
Fiduciary Tax Considerations - Commonly Overlooked or Misunderstood 1041 Concepts sponsored by PNC Wealth Management
Site Links:
January 8, 2019
Jessica Tepas
See Event Details
January 17, 2019
Membership Meet Up
January 23, 2019
East Side Breakfast - Tax Reform and New IRS Regulations Update sponsored by Sequoia Financial Group
Scott Swartz, JD, LL.M., AEP®
February 12, 2019
Updates from 2019 Heckerling Institute sponsored by Fifth Third Private Bank
Joseph M. Mentrek, Esq., AEP®
See Full Calendar
