Next Meeting:
Tuesday, November 17, 2026
November Luncheon: Rethinking Estate Planning
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November 17, 2026
Phil Lindquist, Lindquist Eisenberg LLP
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December 17, 2026
Holiday Social
January 26, 2027
January Luncheon: Tax-Advantage Business Sales
Tiffany House, Tax & Estate Strategy & Gift Planning Institute
February 23, 2027
February Luncheon: Estate Planning Best Practices and Valuation Discounts
Ross Slutsky, Witham Smith+Brown, PC and Brent Berselli, Holland & Knight
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