Break Out, Come Together: Sharing in the Collective Wisdom to Elevate Tax & Estate Deliverables for

The March 2023 Tax & Estate Planning Knowledge Circle will be held on Tuesday, March 21st at 2 pm ET.

This month KC Hosts Claire Thornton and Scott Bishoip want to hear from you! In this session, we will have three 15 minute breakout sessions to share with and learn from peers. We will use breakout rooms to discuss 1) strategies to make estate planning both customized and scalable 2) tax planning processes efficient and 3) exchange go-to resources to stay on the cutting edge in tax and estate planning.