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Winter 2021 Tax Forum

Wednesday, Jan 27, 2021
11:00 AM - 12:00 PM EST

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