Next Meeting:
Tuesday, November 10, 2026
EPCSED Meeting (New Location): Annual Meeting, Balancing Exemption Allocation Between Asset Transfer and Insurance
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November 10, 2026
Paul Robb, PH Robb; Nick Robb, PH Robb
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January 12, 2027
EPCSED Meeting: Members-Only Roundtable Discussion
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
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