February 23, 2024

Top 3 Takeaways from the 58th Annual Heckerling Institute on Estate Planning

By Betsy Pennewill,

1. Reporting Requirements First, the reporting requirements for individuals and entities under the Corporate Transparency Act (CTA) was the topic of the conference. Commencing January 1, 2024…

September 20, 2023

Optimizing the Power of Charitable Giving: Takeaways from September's Distinguished Speakers Series


Thank you to everyone who attended the September Distinguished Speakers Series programs, and a special thanks to our speaker, Dr. Russell James, PhD. The event had a great turnout, with 120 at…