Document Library
CategoriesCouncil Documents
| Document Name | Date Added |
|---|---|
| EPCSTL Membership Application | 2020-03-04 |
| 2019 Annual Outing Donation Flyer | 2019-12-11 |
| 2025-01-28 Business Succession for S Corporation Owners | 2025-02-01 |
| 2022-07-01 President's Message | 2022-10-24 |
| 2024-08-20 CLE certificate | 2024-08-25 |
| Annual Sponsor Form 2023-2024 | 2023-06-06 |
| Board of Directors 2019-2020 | 2019-12-12 |
| 2024-11-18 Banking Certificate | 2024-11-25 |
| President's message 11-8-223 | 2023-06-11 |
| 2022-07-25 Emeritus Membership Application | 2022-07-25 |
| 2025-02-10 banking certificate | 2025-02-16 |
| 2019 Annual Outing Flyer and RSVP team form | 2019-12-11 |
| 2022 2023 Speaker Series | 2023-06-06 |
| Letter from President Dole 6-17-24 | 2024-06-16 |
| 2022-07-22 Board of Directors | 2022-09-27 |
| Speaker Series 2019-2020 | 2019-12-12 |
|
Membership Flyer - Planning For Success
EPC Membership Flyer.pdf (321K)
|
2019-12-12 |
| 2025-04-28 Generic Certidate | 2025-04-25 |
| President's message 12-8-23 | 2023-06-11 |
| 2025-02-10 Generic Certificate | 2025-02-18 |
Accredited Estate Planner (AEP)
| Document Name | Date Added |
|---|---|
|
AEP Flyer
AEP Flyer-2019-07-16.pdf (75K)
|
2019-12-11 |
|
AEP Application
AEPapplicationformembers.doc (101K)
|
2019-12-11 |
Bylaws
| Document Name | Date Added |
|---|---|
| 2022-4-22 Bylaws Amended | 2022-07-05 |
Certificate of attendance CFP
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Certificate of attendance CLE
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Program Handouts
| Document Name | Date Added |
|---|---|
| 2020-12-07 Handouts | 2020-12-05 |
| 2018-09-17 Using Your Estate Planning Toolbox to Fix Your Client's Income Tax Problems (1 of 2) | 2019-12-11 |
| 2023-01-08 9 | 2024-01-07 |
| 2020-02-24 | 2020-02-22 |
|
2019-04-22 Marital Settlement Agreements and Spousal Trusts Handouts
april 22 2019 handouts.PDF (3443K)
|
2019-12-11 |
| 2023-01-08 7 | 2024-01-07 |
| 2022-10-24 Handouts | 2022-10-19 |
| 2020-09-03 Handouts | 2020-09-03 |
| 2020-01-27 Transfer for Value Rule, Income Tax Consequences of Trust Modifications, and Code §199A S | 2020-01-28 |
| 2019-03-18 Estate Planning and Trust Management in a Brave New World Handouts | 2019-12-11 |
| 2025-01-28 Business Succession for S Corporation Owners | 2025-01-28 |
| 2023-01-08 5 | 2024-01-07 |
|
2021-04-26 Fiduciary Action and Reactions to Beneficiaries, Their Crises and Their Special Needs
4-26-21 outline handouts.pdf (592K)
|
2021-04-23 |
| 2020-11-09 Handouts | 2020-07-20 |
| 2024-04-24 handout 1 | 2024-04-29 |
|
2019-02-11 Charitable Giving Update Handouts
feb 11 epc handouts.pdf (798K)
|
2019-12-11 |
| 2023-01-08 3 | 2024-01-07 |
| 2022-09-19 | 2022-09-14 |
| How to Avoid and What to do if Audited by the IRS 1 of 2 | 2022-04-22 |
|
2025-05-19 handouts
5-19-25 revised handouts.pdf (288K)
|
2025-05-16 |
|
2024-03-11 handout 1
3-11-24 handout.pdf (775K)
|
2024-04-29 |
|
2023-01-23 5 of 5 handouts
Notice 2022-53.pdf (145K)
|
2023-01-22 |
| 2019-01-07 Best Planing Ideas for 2019 Handouts | 2019-12-11 |
| 2023-01-08 1 | 2024-01-07 |
| 2022-09-19 | 2022-09-14 |
| 2020-03-22 Handouts | 2021-03-19 |
| 2022-03-21 handout 1 | 2022-03-21 |
| 2017-01-23 Recent Developments in Estate Planning For Retirement Assets Handouts | 2019-12-11 |
| 2023-01-23 3 of 5 handouts | 2023-01-22 |
| 2018-12-10 Basis Bonanza Handouts (2 of 2) | 2019-12-11 |
| 2022-09-19 | 2022-09-14 |
| 2021-02-08 Handouts | 2021-02-08 |
| 2019-10-21 Handouts Family Matters for Business Owning Families | 2019-12-11 |
|
2023-01-23 1 of 5 handouts
87 FR 10504.pdf (774K)
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2023-01-22 |
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2018-10-22 Update on 50 Years Worth of Valuation Issues Handouts (2 of 2)
Rev Ruling 59-60.pdf (57K)
|
2019-12-11 |
| 2021-1-25 Handouts | 2021-01-24 |
| 2020-04-27 | 2020-04-21 |
| 2020-05-18 | 2020-05-18 |
| 2022-12-12 Handouts | 2022-12-09 |
| 2022-06-30 | 2022-06-30 |
| 2020-12-07 Slide Deck | 2020-12-05 |
| 2020-03-09 CLE Certificate | 2020-03-11 |
| 2018-09-17 Using Your Estate Planning Toolbox to Fix Your Client's Income Tax Problems (2 of 2) | 2019-12-11 |
| 2019-05-20 Life Insurance Planning After Tax Reform Handouts | 2019-12-11 |
| 2023-01-08 10 | 2024-01-07 |
| 2021-10-18 | 2021-10-19 |
| 2020-03-09 SNTs v ABLE Accounts Meeting Handouts | 2020-03-04 |
| 2023-01-08 8 | 2024-01-07 |
|
2021-09-20 Handout
handout 9-20-21.pdf (445K)
|
2021-09-19 |
| 2020-10-19 | 2020-10-16 |
|
2020-01-27 Secure Act Summary
SECURE Act (5).pdf (159K)
|
2020-01-28 |
| 2023-01-08 6 | 2024-01-07 |
|
2020-01-27 Best and Worst Planning Ideas for 2020 Slides
slides.pdf (573K)
|
2020-01-28 |
| 2024-04-24 handout 2 | 2024-04-29 |
| 2025-01-09 Panel Best Planning Ideas | 2025-01-27 |
| 2023-01-08 4 | 2024-01-07 |
| 2022-09-19 | 2022-09-14 |
| 2021-04-26 presentation slides | 2021-04-23 |
| How to Avoid and What to do if Audited by the IRS 2 of 2 | 2022-04-22 |
| 2024-03-11 handout 2 | 2024-04-29 |
| 2023-01-08 2 | 2024-01-07 |
| 2022-09-19 | 2022-09-14 |
| 2020-03-22 Handout Slides | 2021-03-19 |
| 2022-03-21 handout 2 | 2022-03-21 |
| 2024-02-12 Presentation | 2024-04-29 |
|
2023-01-23 4 of 5 handouts
Notice 2020-75.pdf (135K)
|
2023-01-22 |
| 2018-12-10 Basis Bonanza Handouts (1 of 2) | 2019-12-11 |
| 2022-09-19 | 2022-09-14 |
| 2019-11-18 Handouts - Getting Clients to Act | 2019-12-11 |
|
2023-01-23 2 of 5 handouts
Estate of Blount v CIR.pdf (182K)
|
2023-01-22 |
| 2018-11-05 Ethics in Estate Planning Handouts | 2019-12-11 |
| 2022-09-19 | 2022-09-14 |
| 2020-04-27 | 2020-04-21 |
| 2021-12-13 Handouts | 2021-12-08 |
| 2020-05-18 | 2020-05-18 |
|
2019-10-21 2019-10-21 Handouts Family Matters for Business Owning Families (2)
Oct 21 handouts.pdf (621K)
|
2019-12-11 |
|
2018-10-22 Update on 50 Years Worth of Valuation Issues Handouts (1 of 2)
Oct 22 2018 handouts.pdf (151K)
|
2019-12-11 |
| 2019-09-30 Social Security Handouts | 2019-12-11 |
| 2023-01-08 summary of materials | 2024-01-07 |
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Video Recordings
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