Year End Planning Conference - Business Owners Advisory Council

Updates, case studies, materials, and insights & outlooks from out of market legends.

Professionals in estate planning, trust litigation, estate settlement, risk management, family governance, philanthropy, exit & succession planning will be empowered by this full day conference.

Modeled after the Heckerling Trust and Estates conference, this will be our premiere educational summit, designed for those who advise on tax mitigation, asset protections, and wealth preservation.

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Business Owners Advisory Council

Year End Planning Conference

Modeled after the Heckerling Trust and Estates conference, this will be a Long Island based educational conference designed for those who advise on tax mitigation, asset protections, and wealth preservation.