Apr
16
Webinar: Q2 Market Update
Join us for a Q2 Market Update, reviewing current market contexts and opportunities we see ahead.
May
14
Chicago Event: Charitable Gifting (Webcast)
Learn how to gift with impact!
Join us for a panel discussion with local estate planning attorneys and tax professionals alongside prominent non-profits supporting our city.
Panelist Highlights:
- Local donor & volunteer needs
- How to gift throughout lifetime
- Tax minimization / utilization of trusts
Nov
10
Webinar: Year-End Checklist
Stay on top of end-of-year deadlines before the holidays take over. Do you know what should be on your checklist before December 31st and the impact it could have on your tax bill next April?
Join us to make sure nothing gets missed!