Program Materials and CLE
CLE & PROGRAM MATERIALS
September 21, 2020 - PPP - Forgive BUT Never Forget ~ Applications & Implications
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October 8, 2020 - Year-End Planning in 2020 – Including Planning for a Biden Administration
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- CLE 10-8-2020 Florida Bar.pdf
- Powerpoint - Year-End Planning in 2020 - Incuding Planning for a Biden Administration.pdf
November 12, 2020 - The Central Role of Family Governance in Today's Estate Planning
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- CLE 11-12-2020 Florida Bar.pdf
- Powerpoint - The Central Role of Family Governance in Today's Estate Planning.pdf
December 3, 2020 - Purposeful Planning Institute - Difference Between Traditional and Purposeful Planning
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January 25, 2021 - 2020 Tax Update and Beyond
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