Events

Upcoming Events

Seminar1.16.2026Buffalo Marriott Niagara, 1340 Millersport Highway, Amherst, NY 14221 (Please Note New Venue)
41st Annual School Client Conference
SeminarJanuary 29, 2026, January 30, 2026, & February 18, 2026Palm Beach, Boca Raton, Naples, Florida
2026 Florida Tax Residency Series

Past Events

Speaking EngagementApril 2023
Working with Corporate Counsel
Speaking EngagementJune 2022
Death of a Business Owner
Podcast AppearanceMay 2021
Succession Planning and Preparing to Sell a Business
WebinarApril 2020
Financial & Valuation Impact on Your Client’s Business Resulting from COVID-19
WebinarApril 2020
Critical Trusts & Estates Issues in a Time of Crisis

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