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Past Events

November 18, 2020

Year-end is fast approaching—but opportunities still exist to minimize taxes before 2020 comes to a close.

November 13, 2020

Location: Sturbridge Host Hotel & Conference Center, Sturbridge, Massachusetts


June 20, 2020

Location: Disney's Contemporary Resort, Lake Buena Vista, Florida

June 14, 2020

Location: Fairmont Scottsdale Princess, Scottsdale, Arizona

March 2, 2020

Location: Williamsburg Lodge, Williamsburg, Virginia