Join Mark Prendergast CFP® CPA and Claire Thornton CFP® EA as they facilitate conversation in an open forum format on all things tax and estate related. We’ll discuss topics ranging from estate planning practices and processes to the pros and cons of different tax planning software. This Knowledge Circle is ideal for those interested in open dialogue and an opportunity to idea share with fellow planners. Whether you’re a seasoned pro or brand new to tax and estate planning, there will be something for everyone in this session.
