| Call | Date | Duration | Speakers | Topics | Actions | Status |
|---|---|---|---|---|---|---|
| Estate Planning Review — Margaret Chen | 2026-03-22 | 28:14 | Advisor, Client | Power of AttorneyTrust Distribution | 3 items | Ready |
| Tax Strategy Q4 — Whitmore & Associates | 2026-03-21 | 41:07 | CPA, Client | Q4 Tax PlanningRMD Strategy | 2 items | Ready |
| Family Law Consultation — Robert Vasquez | 2026-03-20 | 19:33 | Attorney, Client | Custody AgreementChild Support | — | Processing |
| Criminal Defense Case Review — State v. Patterson | 2026-03-18 | 52:48 | Attorney, Client | Evidence ReviewPlea Options | 5 items | Ready |
| CPA Audit Prep — Miller Tax Services | 2026-03-15 | 35:22 | CPA, Client | 1099 DocumentationExpense Categorization | 4 items | Ready |
| Estate Planning — Thompson Family Trust | 2026-03-12 | 33:05 | Attorney, Client | Trust AmendmentReal Estate Transfer | 2 items | Ready |
| Tax Resolution — IRS Notice Response | 2026-03-10 | 22:18 | CPA, Client | IRS NoticePenalty Abatement | 3 items | Ready |