Speaking Engagements

Beacon, The Innovators Roundtable Location and Hotel: Savannah, Georgia at the JW Marriott Savannah Plant Riverside District Ideal Wealth Firm...

Private foundations face a specific set of rules and compliance risks. Proper legal guidance can help your organization avoid these...

Jeff and Steve will explore three key types of giving vehicles: private foundations, donor-advised funds, and charitable remainder trusts /...

City: Westchester, NY Organization: EPC Westchester

City: Colorado Springs, CO Organization: EPC Colorado Springs

City: Virtual Organization: AICPA Private Foundation Summit

City: Milwaukee, WI Organization: FPA Wisconsin

City: Philadelphia, PA Organization: FPA Philadelphia

City: Oakland, CA Organization: East Bay Estate Planning Council

City: Hartford, CT Organization: Estate & Business Planning Council of Hartford

City: Philadelphia, PA Organization: Philadelphia EPC