EPCSED Meeting: Members-Only Roundtable Discussion: Tax Mitigation Strategies and How They Relate to Tax Planning and Estate Planning

November 10, 2026

EPCSED Meeting (New Location): Annual Meeting, Balancing Exemption Allocation Between Asset Transfer and Insurance

Paul Robb, PH Robb; Nick Robb, PH Robb

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January 12, 2027

EPCSED Meeting: Members-Only Roundtable Discussion: Tax Mitigation Strategies and How They Relate to Tax Planning and Estate Planning

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.

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March 9, 2027

EPCSED Meeting: Members-Only Roundtable Discussion

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UPCOMING EVENTS