---
title: "Q1 PMG Meetup: Atlanta, GA"
description: "Inside PMG’s Q1 Atlanta meetup: real advisor discussions on NUA, trusts, tax planning, and advanced client strategies."
---

[News & Insights ](https://blog.practicemanagementgroup.com/news-insights)

# [Q1 PMG Meetup: Atlanta, GA](https://blog.practicemanagementgroup.com/news-insights/q1-pmg-meetup-atlanta-ga)

 Written by [Practice Management Group](https://blog.practicemanagementgroup.com/news-insights/author/practice-management-group) | Feb 17, 2026

At the end of January, we held our Q1 Practice Management Group meetup just outside Atlanta in Kennesaw, Georgia.

Over two days — January 29th and 30th — nearly three-quarters of our member firms were in the room. About 14–15 advisors attended out of roughly 20 total reps, which is exactly how we want these meetings to function: small, engaged, and discussion-driven.

This wasn’t a conference. It was working time.

## Real Topics. Real Planning Conversations.

The agenda focused on advanced planning issues advisors are dealing with right now, including:

- Identifying and implementing NUA opportunities
- Leveraging step-up in basis strategies while clients are still alive
- Using donor-advised funds to bundle charitable giving and increase after-tax efficiency
- Clarifying the differences between revocable and irrevocable trusts
- Addressing the tax treatment of annuities held inside trusts, including income and growth considerations
- Reviewing current “Trump-era” account structures and how they’re being positioned today

Much of the value came from real client scenarios, peer discussion, and walking through planning decisions — not theory.

## Why These Meetings Matter

PMG meetups are designed for advisors who want more than surface-level strategy.

They’re for firms focused on:

- Better planning
- Better process
- Better decision-making at the ownership level

Small rooms. Direct conversations. No fluff.

We’re already looking forward to the next one.

If you're part of PMG, we'll see you there.

[View full post](https://blog.practicemanagementgroup.com/news-insights/q1-pmg-meetup-atlanta-ga)

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