Next Meeting:
Tuesday, September 2, 2025
401(k)s and Upcoming Secure Act Provisions
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September 2, 2025
Bill Cartwright
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October 7, 2025
Unpacking One Big Beautiful Bill
Shane Jager, CPA
November 4, 2025
Business Valuations
Matthew Kelderman, CPA
January 6, 2026
Special Needs Trusts
Robert Stewart
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