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OBBA of 2025: Individual Overview

Saturday, March 28th 10:00am - 11:46am EDT

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Mastering Charitable Remainder Trusts and Form 5227 ComplianceCompliance

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The SECURE Act 2.0 - Planning Opportunities for Individuals

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New Mergers & Acquisitions: Tricks, Traps, & Terrors

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SAS 145 - Risk Assessment

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