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Document Name	Date Added
January 2024 Tax Law Update Presentation January 2024 EPC Tax Update Presentation.pdf (1258K)	2024-01-24
Marty Shenkman presentation slides Marty Shenkman presentation slides 5.14.24.pptx (430K)	2024-05-15

UPCOMING EVENTS

November 4, 2025

Year-End Tax Planning Updates

Jesse J. Wheeler, CPA, CFE, Co-managing Partner Davidson-Fox

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January 13, 2026

Prenups, Postnups and Considerations for Second Marriages

Laura Hedge, Esq. - Bousquet Holstein

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February 10, 2026

Exit Strategies in Investment Real Estate – Taxes, 1031s, and DSTs (Delaware Statutory Trusts)

Jack Little, CPA

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March 10, 2026

Case Study: Issues with Diminished Capacity - Professional Ethics and Planning Strategies

TBD

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