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  EPI SD 2024 – Jan 17 – The Business Conundrum: Advanced Planning for 2024/25

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  EPI SD 2024 – May 15 – The Intersection of an Incompetent Beneficiary, a Depleting Business Asset, a Probable Large Estate Tax, and Family Disfunction

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  EPI SD 2024 – November 20 – Case Study: Unlocking Hidden Value – Project Phoenix as a Sum of Its Parts

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  EPI SD 2024 – September 18 – The Exit Planning Landscape Has Changed: Stay Relevant in 2024

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  EPI SD 2025 – August 13 – Operations Case Study

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  EPI SD 2025 – January 15 – Building the Future: Succession Planning Through Leadership Development

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  EPI SD 2025 – July 9 – Investigating Exit Options from Various M&A Expert Perspectives

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  EPI SD 2025 – May 21 – An Excerpt from the CEPA Program – Integrated Tax, Estate, and Charitable Planning for Business Owners

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  EPI SD 2025 – November 12 – Helping Business Owners Choose Their Transition Path

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  EPI SD 2025 – September 10 – Counseling to Commitment in 3 Parts

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  EPI SD 2026 – January 14 – Shoulda Coulda Woulda: Managing the Fallout of Unplanned Exits

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  EPI SD Apr 15 – The Intersection of Exit/Succession and Special Needs Planning for the Newly Disabled Business Owner of Special Needs Family Member

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