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October 19, 2026
How AI Impacts your practice from a professional panel perspective!
Panel Presentation
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November 4, 2026
Coffee and Conversation
Open Group Discussion
November 16, 2026
Charitable Planning: How to Talk to Client about Charitable Giving.
February 18, 2027
Heckerling Presentation- Joint with Suncoast Estate Planning Council
Heckerling Presenter
March 15, 2027
IRS Presentation
Crown and Company CPAs
April 19, 2027
Transitioning from Owner to Operator Phase
Jingyi Blank from INB Bank
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