Gifting Strategies for Closely-Held Businesses

January 15, 2025

Economic/Market Update

Maxine Cuffe, CFA, The Haverford Trust Company

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February 12, 2025

Major Repercussions, Minor Children

Monique Lavender Greenberg, Esq.

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March 12, 2025

Gifting Strategies for Closely-Held Businesses

Peter Moshang, Brian Balduzzi and Rachel Kieser

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April 30, 2025

Joint Meeting with the BCEPC, hosted by BCEPC

Speaker from the Dementia Society

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UPCOMING EVENTS