ESTATE PLANNING COUNCIL OF TOMPKINS COUNTY

October 14, 2025

Transfer of Closely Held Business Interests

Nate Cook & Michael Veruto

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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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