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DTSTART:20230123T180000Z
DTEND:20230123T191500Z
LOCATION:Saint Louis Club 7701 Forsyth Blvd., Clayton MO 63105
UID:2271420230123T180000ZSTL Practicing Scholars Series: Best Planning Ideas for 2023 
DTSTAMP:20260306T001112Z
DESCRIPTION:\nIn person registration is closed. Zoom is still available\n \nDate: January 23, 2023 Saint Louis Club 16th floor\n \nTopic: STL Practicing Scholars Series: Best Planning Ideas for 2023\n \nSpeakers: Steve Gorin, John Scott, Michael Tessler and Moderator Kathleen Bilderback\n \nAbout the presentation: A panel of experts including Steve Gorin of Thompson Coburn LLP, John Scott of Anders and Michael Tessler of BUI, moderated by Kathleen Bilderback, will discuss the latest developments and the best estate, tax and business planning ideas of 2023.  \n \nTo register for this session, go to [www.epcstlouis.org ](http://www.epcstlouis.org/)and click the link for the session.\n \nCPA's - CPE Credit Note: In order to be awarded the full credits, you must be responding to three out of the four polling questions asked during the program on ZOOM.\n \nContinuing Education\n \nEPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP, L&H Insurance   \n \nCPE Information for CPAs\n \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nParticipants will: \n \nLearning Objectives:\n \nThis presentation will provide attendees with an understanding of the current tax and legal landscape impacting their clients, review the best available tools and techniques to capitalize on planning opportunities and avoid pitfalls for their clients’ benefit, and to review anticipated changes to the planning environment that advisors can use to encourage their clients to plan now. \n \n \n \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nParticipants will earn 1 CPE credit. \n \nField of Study: Specialized Knowledge \n \nAdditional Information:\n \nDelivery Method: Group Live/Group Internet Based\n \nProgram Level: Basic\n \nPre-requisite: NONE \n \nWho should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics.\n \nRefunds and Cancellations: All attendees are required to register in advance.  If you reserve and are unable to attend, please cancel your reservation at least 36 hours in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.\n \nEstate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\n \nNational Registry of CPE Sponsors Number 109467\n \n​CTFA\n \nCTFA 1.25 CE credit \n \nCFP\n \nThis presentation will provide attendees with an understanding of the current tax and legal landscape impacting their clients, review the best available tools and techniques to capitalize on planning opportunities and avoid pitfalls for their clients’ benefit, and to review anticipated changes to the planning environment that advisors can use to encourage their clients to plan now. \n \n \n \nAbout the Speakers\n \nSteven B. Gorin is a partner at Thompson Coburn LLP.  He practices trust & estate law and helps owners structure closely-held businesses.  Steve has practiced law for over 25 years and practiced accounting for 8 years before that.  He is a member of the Business Planning Committee and chair of the Employee Benefits Committee of the American College of Trust & Estate Counsel and is chair of the Committee on Governmental Submissions for the American Bar Association's Real Property, Trust & Estate Law Section.  Steve was inducted into the NAEPC Estate Planning Hall of Fame® in 2020.\n \nJohn Scott is a partner in AMD's Tax Services Group and is active in Manufacturing and Distribution Services and Family Wealth and Estate Planning specialties. He offers dedicated resources and critical thinking to address complex issues in this industry, the hospitality and gaming industries and law firms. John has extensive experience in helping clients be more efficient, competitive and profitable. John also specializes in estate planning services at the firm with clients including individuals, families, law firms and owners.\n \nMichael Tessler is a sought-after resource by financial advisors all over the country. With experience in the home office and the field, his perspective and understanding of the life insurance business is broad. Today, Michael serves as the president at Brokerage Unlimited, Inc., a firm that assists financial service professionals with the implementation of wealth transfer and wealth protection strategies.\n \nKathleen W. Bilderback specializes in estate, business and executive benefits planning and estate and executive compensation planning with life insurance. Formerly, she was a member of the Advanced Markets Group of MetLife, where she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries. Prior to joining GenAmerica Financial (a MetLife company) in 1996, she was in private practice.\n \n \n
SUMMARY:STL Practicing Scholars Series: Best Planning Ideas for 2023  - Estate Planning Council of St. Louis 
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