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October 17, 2019

Trends in the IRS’s Approaches to Transfer Tax Audits, Appeals and Litigation: How to Represent Clients and Draft Accordingly

John Porter, Baker Botts

November 21, 2019

Begin with the End in Mind: Exit Planning for the Private Business Owner

Panel: Kevin Roth of Tanglewood Legacy Advisors and Alex Howard of Stout ; moderated by Andrew Gardener of Tanglewood Legacy Advisors

January 23, 2020

Cybersecurity

Dr. Chris Pierson, Blackcloak

February 20, 2020

How to Not Lose Your Mind when Your Client is Losing His: Operating in the Gray Zone of Diminished Capacity

Kristi Elsom, Fizer Beck