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Jeffrey Roberts presents to the Boston Philanthropic Advisor Roundtable

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Jeffrey Roberts, a partner in the firm’s Trusts and Estates Department, presented to the Boston Philanthropic Advisors Roundtable (BPART) on October 17. Jeff’s presentation focused on year-end tax income and estate tax planning for individuals. BPART is a study group comprised of professionals from both the for-profit and non-profit sectors in Boston.
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