| Sept 20, 2023 |
Lisa
Rehburg
President,
Rehburg Life Insurance Settlements
"What
is Going On With Life Settlements and Why Should I Care?"
| | | Oct 18, 2023 |
Tiffany
House, CAP(R), CEPA,
FCEP
"Tax-Advantaged
Business Sales"
|
|
| Nov 15, 2023 |
Otto
Shill
Shareholder | Certified Tax Specialist, Gallagher & Kennedy "Tax Issues Related to the Administration of an Estate"
| 
| | Jan 17, 2024 |
Arizona Community Foundation Speaker TBD Topic TBD
| 
| Feb 21, 2024 |
Brent
Nelson
Partner,
Rimon Law
"“Putting the Toothpaste Back in the Tube: Capital Gains and DNI”
|
| | Mar 15, 2023 |
Stacey
L. Johnson
Founding
Attorney, Stacey L. Johnson, PLLC
"Clients
and Diminished Capacity"
| 
| | Apr 2024 | TBD
"Joint Program with the Financial Planning Association of Greater Phoenix" |
| | May 15, 2024 |
Rick
Klahsen
Tax
Director, FORVIS
"Qualifying
and Preserving the Small Business Stock Capital Gains Exclusion under IRC 1202,
invluding estate planning pitfalls"
|  |
|
