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
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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
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