Mark Prendergast CPA CFP® CDFA® will lead the Knowledge Circle in an oral quiz over a variety of income tax and estate planning issues. Each quiz question is designed to spur conversation around the topic – exploring subjects like retirement plan distributions, divorce tax issues, different trusts (grantor, QTIP, bypass, etc.), and beyond. There is no general theme other than discussion around puzzling situations that we seldom or often encounter in our practices. You don’t need to be an expert—just have an interest in tax issues.