The committee considers the effect of federal transfer taxes (estate, gift and generation-
The Committee’s next meeting is scheduled as follows:
Thursday, November 4, 2021Time: 2:00 pm - 3:30 pmThe LuminaryFort Myers, FloridaMeeting Room: Caloosa Salon C
Meeting ID: 963 4515 0377
We give tremendous thanks to the sponsors of our Committee: Management Planning, Inc., Kravit Estate Appraisals, and BNY Mellon Wealth Management.