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November 18, 2019
Madison Estate Council Meeting: Charitable Giving - Giving Methods & Tax Implications
E.G. Schramka CPA, JD, ABV, PFS, CIRM
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January 16, 2020
Madison Estate Council *Member Only Event*: Lunch N Learn: "Private Foundations and Donor-Advised Funds: Helping Your Clients Choose the Right Charitable Vehicle"
Page Snow, Chief Philanthropic Officer at Foundation Source
February 17, 2020
Madison Estate Council Meeting: Heckerling Update
Attorney Mark A. Shiller, Certus Legal Group
March 19, 2020
Madison Estate Council *Member Only* Event: Lunch-N-Learn: "Basis Step Up Strategies in Light of Portability and Tax Law Changes"
Steven B. Gorin, JD, CPA, AEP
April 21, 2020
Madison Estate Council *Member Only* Event: "Transition by Design: Successful Succession of the Family Business and Wealth"
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP
May 18, 2020
Madison Estate Council Annual Meeting & Topic & Speaker (TBD)