Next Meeting:
Tuesday, April 20, 2021
April Annual Membership Meeting - Planning with Tax-Exempt Organizations
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March 4, 2021
Roundtable Discussion - Optimizing Client After-Tax Outcomes with Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA)
David Reynolds, Nathan Flah and Sagar Dalal
See Event Details
April 20, 2021
Brian Yacker, J.D., CPA - YH Advisors
May 11, 2021
PBCEPC - Annual Membership Meeting
May 18, 2021
May Membership Joint Council Meeting with East Coast Council - Business Restructuring
Robert D. Berdanier, MBA
June 3, 2021
Roundtable Discussion - Highlights from Heckerling 2021
Mark Brown, J.D., CPA & Chris Weeg, J.D., LL.M., CPA - Comiter SInger Baseman & Braun
See Full Calendar
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