Next Meeting:
Tuesday, January 12, 2027
EPCSED Meeting: Members-Only Roundtable Discussion: Tax Mitigation Strategies and How They Relate to Tax Planning and Estate Planning
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January 12, 2027
Robert Mutch, Tangible Wealth
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February 9, 2027
EPCSED Meeting: The Advisor's Guide to 2027 Tax Opportunities and Risks
Buddy Newton, Sorren CPAs P.C. and Michael Petersen, Sorren CPAs P.C.
March 9, 2027
EPCSED Meeting: Members-Only Roundtable Discussion
May 11, 2027
EPCSED Meeting: Digital Afterlife: AI, Data, and the Future of Estate Planning
Heath Morgan, Martin Golden Lyons Watts Morgan, PLLC
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