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DTSTART:20260126T174500Z
DTEND:20260126T200000Z
LOCATION:Saint Louis Club 7676 Forsyth Blvd., St. Louis MO 63105
UID:2765920260126T174500Z2026 New Developments and Planning Ideas Panel - Extended Session
DTSTAMP:20260305T231445Z
DESCRIPTION:\nTitle: 2026 New Developments and Planning Ideas  \n \nDate: Monday, January 26, 2026\n \nTime: 11:45am - 2:15pm (extended session)\n \nLocation: Saint Louis Club 7676 Forsyth Blvd., Clayton, MO 63105\n \nSpeaker: Elliot Dole, Steve Gorin, John Scott, Michael Tessler, (Moderator) Kathleen Bilderback\n \nAbout the presentation: This course will review recent changes and updates in the law (including case law, Treasury Regulations, and IRS pronouncements) and provide attendees with practical planning ideas resulting from them.\n \nContinuing Education 120 minutes \n \nEPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP  \n \nCPE Information for CPAs CE in person only! \n \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nParticipants will: \n \nCPE Learning Objectives:\n \nThe attendee will:\n \nUpon completion of this program, participants will be able to:\n Describe key federal tax law developments from the past year, including authoritative guidance and court decisions. Analyze the impact of new regulations and IRS pronouncements on estate, gift, and income tax planning techniques. Determine appropriate planning responses to regulatory changes and evolving IRS enforcement priorities. Assess how recent developments may affect tax reporting, compliance obligations, and documentation requirements. Formulate practical planning recommendations based on current legal and administrative trends. \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nParticipants will earn 2 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?\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 3 working days 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 2.50 CE credit \n \nCFP Learning Objectives: \n \nThe attendee will: \n Describe key federal tax law developments from the past year, including authoritative guidance and court decisions. Analyze the impact of new regulations and IRS pronouncements on estate, gift, and income tax planning techniques. Determine appropriate planning responses to regulatory changes and evolving IRS enforcement priorities. Assess how recent developments may affect tax reporting, compliance obligations, and documentation requirements. Formulate practical planning recommendations based on current legal and administrative trends. \n \n \n​\n \nSpeaker Bios:\n \nKathleen W. Bilderback specializes in estate, business, and executive benefits planning, as well as estate and executive compensation planning with life insurance. She previously served in the Advanced Markets Group at MetLife, providing training and advanced underwriting support for top producers. Prior to joining GenAmerica Financial (a MetLife company) in 1996, Kathleen was in private practice.\n \nElliot Dole is a Senior Wealth Advisor at Focus Partners Wealth, guiding clients through comprehensive financial, tax, and estate planning to achieve their long-term goals. He partners with high-net-worth families and business owners—as well as their advisory teams—to build and manage tax-efficient investment strategies. Elliot’s primary areas of focus include legacy planning and income tax management, with an emphasis on simplifying complex decisions for clients.\n \nSteven B. Gorin is a partner at Thompson Coburn LLP, where he practices trust and estate law and helps owners structure closely held businesses. Steve has practiced law for over 30 years and practiced accounting for eight years prior to that. He is a member of the Business Planning Committee and Chair of the Employee Benefits Committee of the American College of Trust and Estate Counsel, and Chair of the Committee on Governmental Submissions for the ABA’s Real Property, Trust and Estate Law Section. He 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 the Manufacturing and Distribution Services and Family Wealth and Estate Planning specialties. He brings dedicated resources and critical thinking to complex issues across manufacturing, hospitality, gaming, and professional services. John also works extensively with individuals, families, law firms, and business owners on estate planning matters.\n \nMichael Tessler is the President of BUI, where he has devoted decades to leading the firm with an unwavering commitment to excellence in client service. Under his leadership, BUI has built a reputation for providing top-tier support to financial and insurance advisors, offering objective, multi-carrier solutions that simplify everything from everyday term cases to sophisticated estate and business planning strategies.\n\n Michael’s client-first philosophy is the foundation of BUI’s core values, shaping the firm’s approach to every interaction and ensuring that advisors and their clients receive best-in-class service. His leadership drives a culture of integrity, expertise, and exceptional service throughout the organization.\n\n Michael has held numerous leadership roles within the industry, including serving as past president of NAIFA St. Louis and LIFE, Inc., as well as past board member of NAIFA Missouri, LifeMark Partners (now LIBRA), the International Hispanic Insurance Association (IAHIP), and the National Association of Independent Life Brokerage Agencies (NAILBA), where he also served as chairman of the board. Additionally, he was a board member of the L.I.F.E. Foundation and is currently a member of the Legacy Advisory Council at Missouri Baptist Hospital. His insights have been featured in multiple industry and financial publications.\n\n Beyond his professional achievements, he is an avid tennis player, committed to regular exercise, and a proud husband and father of two sons—one of whom is part of the BUI team and the other a student at the University of Miami.\n \n \n \n\n
SUMMARY:2026 New Developments and Planning Ideas Panel - Extended Session - Estate Planning Council of St. Louis 
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