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Wednesday, January 7, 2026

Estate Planning For Income Taxes: Maximizing Basis Planning Opportunities

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UPCOMING EVENTS

January 7, 2026

Estate Planning For Income Taxes: Maximizing Basis Planning Opportunities

Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA

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March 25, 2026

Put the Success in Business Succession Planning

Katie Sheehan, JD AEP

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