2024 Pub. 6 Issue 5

President’s Message Celebrate & Elevate	7
CPA Firm Regional Leadership Network	10
State Senators Reception & Dinner	11
2025 Conferences & Special Events	12
State Board Report: Driving Progress	13
Updates to Investment & Production Tax Credits	15
Counselor’s Corner: Adapting Irrevocable Trusts to Changing Circumstances	18
Who Are the Best Buyers When Selling an Accounting Practice?	20
Open a Donor Advised Fund Before Year-End for Tax Benefits & Community Impact	22
In Memoriam	23
From Humble Beginnings to the Big Four	25
Members in the News	28
Welcome New Society Members	30
2024 NESCPA Advertiser Index	31

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