Next Meeting:
Tuesday, September 8, 2026
Pennsylvania Inheritance Tax Deep Dive: What Federal Changes Don't Solve
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September 8, 2026
Vicky Ann Trimmer, Esquire of Daley, Zucker, LLC, Harrisburg, PA
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October 13, 2026
Income Tax Planning Eclipses Transfer Tax Planning: The New Order of Operations
Alex Jones, CPA, MST of Brinker Simpson & Co., LLC
November 10, 2026
Asset Protection Planning: Domestic Asset Protection Trusts, SLATS, and the Ethics of It All
Jeffrey Wolken, Esq. & Marguerite Weese, Esq. of Wilmington Trust
December 8, 2026
HOLIDAY PARTY
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