This Knowledge Circle session will be about how the probate process works and what one should expect when going through this process.

Brought to you by the Tax & Estate Planning Knowledge Circle: Most financial planners have a working knowledge of taxes for individuals, namely the Form 1040.

Guest speaker Erinn Andrews will show us why it’s good for business to integrate charitable planning in our practices and lead us through a client-like experience to define/explore our personal charitable values.

Please join us for the May Tax & Estate Knowledge Circle where Claire will be covering core tax concepts related to stock incentive plans.

In this presentation, we delve into key strategies for preempting will contests and identifying critical red flags in estate planning.

Join us for a look at last-minute estate planning strategies in '11th Hour Estate Planning'

Guest speaker Mark Prendergast will take us thru 20 or more vignettes of tax and estate planning strategies that he has successfully employed during 40+ year career.

This Tax and Estate Knowledge Circle is a discussion surrounding the status of inherited retirement account distributions and a review of other contribution and distribution rules both new and old.

Join us at May’s Tax and Estate Planning Knowledge Circle for a deep dive on how to read a client’s tax return for planning opportunities and accuracies.

In this session, hosts Scott Bishop MBA, CPA/PFS, CFP® and Claire Thornton CFP®, EA will review tax and estate planning resolutions to engage clients on in the New Year.