Claire Forkner
Lee & Rivers, LLP
Prenuptial Agreements, Divorce and Trusts

Lori Pulvermacher
Atticus, Inc.
Work Smarter, Live Better: Productivity Strategies for Success

Paul Bernstein
The Bernstein Law Group, PC
Buy-sell Agreements drafting and other considerations

Daniel Capobianco
Law Offices of Daniel B. Capobianco
Buy-sell Agreements drafting and other considerations

Kristin McKenna, CFP
Darrow Wealth Management
Exit Strategy business owner Talk from a Financial Perspective

Todd Lutsky
Cushing & Dolan, P.C.
The One Big Beautiful Bill Act (OB3)

Thomas Ahrens
Ahrens Technologies, LLC
Visit Sponsors, Break & Get to Know Your Board
Reimagine Your Firm’s Client Care - Creating a Client Engagement Strategy to Increase Revenue and Build Equity in Your Firm

Joshua England, LLM, Esq.
AAFCPAs
CPA’s Perspective on a Good Referral Relationship with Estate Planning Attorneys and How legal drafting impacts the various tax returns

ALLEN MARGULIS
Allen J. Margulis, PC dba Total Counsel Law Group
CPA’s Perspective on a Good Referral Relationship with Estate Planning Attorneys and How legal drafting impacts the various tax returns

Carleen Craffey
Carleen Craffey EA, MSA
CPA’s Perspective on a Good Referral Relationship with Estate Planning Attorneys and How legal drafting impacts the various tax returns