SquarMilner Invites You to Attend
Our Community Insights Program 

Community Insights are family round tables offered to estate, financial, business, real estate, as well as long-term care planning clients. ComIns are designed to introduce you to the various planning options that facilitate achieving your goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace. 

Community Insights will be held at the following locations: 

Enter Your Information Here to Attend: 

Please Check the session you will be attending:

• Charitable Planning: How to Donate Assets While Increasing Your Income and Cash Flow; Presented by Charles Sellers, Senior Tax Manager and Brian Hollenbeck, Senior Tax Consultant with Squar Milner CPAs
• Caregiver Economics - How to Protect Yourself as Well as Your Loved Ones; presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.

• $11 Million, So What! Why Estate Planning Still Matters; Presented by Charles Sellers, Senior Tax Manager and Brian Hollenbeck, Senior Tax Consultant with Squar Milner CPAs
• Trustee Training: Rights and Responsibilities; presented by Steve Mancini, Esq. and Brooke Jensen, Esq.

• Charitable Planning: How to Donate Assets While Increasing Your Income and Cash Flow; Presented by Charles Sellers, Senior Tax Manager and Brian Hollenbeck, Senior Tax Consultant with Squar Milner CPAs
• Caregiver Economics - How to Protect Yourself as Well as Your Loved Ones; presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.

• $11 Million, So What! Why Estate Planning Still Matters; Presented by Charles Sellers, Senior Tax Manager and Brian Hollenbeck, Senior Tax Consultant with Squar Milner CPAs
• Trustee Training: Rights and Responsibilities; presented by Steve Mancini, Esq. and Brooke Jensen, Esq.