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Unlocking Financial Planning Opportunities Under OBBBA

Join CLA’s Private Client Services (PCS) webinar to learn about financial planning and tax management opportunities that have emerged following the enactment of the new tax law. They will provide an overview of the One Big Beautiful Bill Act and its implications for planning, financial planning strategies under the new tax law, and steps to take before the end of the year to enhance benefits.

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September 10

Reshaping Higher Education With AI Fluency

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September 18

AICUO Compliance Day