For the first time in two years we hosted our Tax Trusts and Estates Forum in person!

We were thrilled to see so many familiar faces, and to welcome new ones.

This event is focused on helping business owners and financial advisors stay on top of current changes to IRS rules, learn best practices and continue to provide their clients with the most up to date legal advice when it comes to their financial planning.

To see a video for from our event click here: