On June 19, our partners, Kate Heptig and Dennis Wiley and Margolin, Winer and Evens CPAs, Lance Christensen and Wayne Olson will present, “Hiding in Plain Sight: Maximizing Opportunities for Tax Efficiency.” The presenters will discuss helpful tips on how to manage your taxes more efficiently.

This program will discuss:

• Real Estate Opportunities –

On November 30, Dennis Wiley and Richard Yam gave a presentation to doctors and clients of the concierge medical practice MDVIP entitled, “The Gift of Preparedness.” Using hypothetical scenarios and stories based on actual clients, they illustrated the types of estate and Medicaid planning tools available. They also highlighted the importance of planning ahead to