December 5, 2024 |
Member Appreciation Holiday Party
none |
November 18, 2024 |
Tax Policy in 2025 – TCJA Sunset Legislation
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA - Keebler & Associates, LLP |
November 7, 2024 |
Young Professionals Happy Hour
|
November 5, 2024 |
Members Only - Tax Aware Investment Solutions for High-Net-Worth Clients
Elliot Dole, CFP®, EA, AEP®, CExP™, CAP® Wealth Advisor - Buckingham Arthur Fischer-Zernin, CFA, Managing Director - AQR Capital Management |
October 16, 2024 |
Happy Hour Westwood Country Club - Open to EPC Members and Guests
none |
October 9, 2024 |
Members Only - How to Shift Income to Beneficiaries
Laura Duncan/Steve Gorin |
October 7, 2024 |
The Often Overlooked/Misunderstood Federal Income Taxation of Life Insurance Policies
Lawrence Brody Senior Counsel Harrison LLP |
September 24, 2024 |
Members ONLY - Happy Hour Networking Social Event at Husch Blackwell in Clayton
NONE |
September 9, 2024 |
Estate Planning Update
Andrew M. Katzenstein, Esq. Proskauer Rose LLP |
August 22, 2024 |
Young Professionals Happy Hour at Pin-Up Bowl
|
August 20, 2024 |
Members Only - Seeing is Believing: Designing and Explaining an Estate Tax Plan in an Effective Manner
Alan Gassman | Gassman, Crotty & Denicolo, P.A. |
June 11, 2024 |
Annual Golf Outing and Dinner
None |
May 13, 2024 |
Navigating Firearms Estates: Legal Considerations and Best Practices
Paul Bastean |
April 24, 2024 |
Family By Choice - Adoption and its surprise Impact on Estate Plans - Wednesday MAC downtown
Kim Kamin, Partner Chief Wealth Strategist Gresham Partners LLC and Sarah Moore Johnson |
March 11, 2024 |
PLANNING WITH UNIQUE ASSETS: ART, GUNS, WINE, PLANES AND CANNABIS STL CLUB
Wendy Goffe |
February 12, 2024 |
10 Frequent Life Insurance Mistakes in Estate Planning STL CLUB
Brian Seigel, JD |
January 25, 2024 |
Pickleball and Happy Hour
no speaker |
January 8, 2024 |
St. Louis Practicing Scholar Series: Best Planning Ideas Case Study
Panel Elliot Dole, Michael Tessler, John Scott and Steve Gorin – Kathleen Bilderback Moderator |
December 11, 2023 |
closed Zoom only registration after 12-5-23 Attacking and Defending Trust Assets in Divorce
Sharon Klein |
December 11, 2023 |
Attacking and Defending Trust Assets in Divorce
Sharon Klein |
November 6, 2023 |
GST Tax and Happy Hour Late Afternoon Event
Stephen W. Murphy (Speaker will present on zoom) |
October 24, 2023 |
Young Professional Hike
NONE |
October 16, 2023 |
Life Settlements: Ethical and Professional Responsibility
Jamie L. Mendelsohn, Executive Vice President Ashar Group |
September 11, 2023 |
Understanding Blockchain and Digital Assets 2.0
Abigail Rosen Earthman | Perkins Coie LLP |
June 13, 2023 |
Annual Outing and Sponsor Interest
None |
May 23, 2023 |
Late sign ups Extended session Part 1: Planning for Clients with Chronic Illness and Disability and Part 2: Religious Considerations of Estate Planning
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD (Shenkman Law) - MAC |
May 22, 2023 |
Extended Session Part 1: Planning for Clients with Chronic Illness and Disability and Part 2: Religious Considerations of Estate Planning
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD (Shenkman Law) - MAC |
May 11, 2023 |
SELECTED STRATEGIES FOR RETIRED COUPLES TO STRETCH THEIR RETIREMENT SAVINGS
JAMES G. BLASE, CPA, JD, LLM |
April 27, 2023 |
ethics panel late pay and zoom 2ND
various |
April 24, 2023 |
ethics panel late pay and zoom
various |
April 24, 2023 |
STL Practicing Scholars Series: Estate Planning Ethics
Clary Redd, J.D. (Stinson); Kathy Sherby, J.D. (Bryan Cave); Michael Downey, J.D. (Downey Law Group) -- Moderator: Jason Thein, J.D. - MAC |
April 12, 2023 |
St. Louis Symphony Orchestra conducted by Larry Katzenstein
Conductor Larry Katzenstein |
March 31, 2023 |
STL Practicing Scholars Series: Trust Fiduciaries
Late sign ups Jack Challis, J.D. (Midwest Trust); Carolyn Ohlsen, J.D. (Lowenhaupt & Chasnoff); Samir Tayob, J.D. (Bank of America) - Moderator: Michael Foster, CTFA, AEP (Commerce Trust) - MAC |
March 20, 2023 |
STL Practicing Scholars Series: Trust Fiduciaries
Jack Challis, J.D. (Midwest Trust); Carolyn Ohlsen, J.D. (Lowenhaupt & Chasnoff); Samir Tayob, J.D. (Bank of America) - Moderator: Michael Foster, CTFA, AEP (Commerce Trust) - MAC |
February 8, 2023 |
Michael Kitces Trusts as Beneficiaries of IRAs and Life & Death Tax Planning for Deferred Annuities
Michael Kitces MAC Downtown Extended Session |
January 30, 2023 |
1/23-23 late sign up for payments
Best planning ideas 1-23-23 |
January 26, 2023 |
Young Professionals Happy Hour Sponsored by Parkside Financial
Sponsored by Parkside Financial |
January 23, 2023 |
STL Practicing Scholars Series: Best Planning Ideas for 2023
Steve Gorin, J.D. (Thompson Coburn); John Scott, CPA (Anders), Michael Tessler (BUI) - Moderator: Kathleen Bilderback, J.D. (Affinity Law Group) - Saint Louis Club |
January 12, 2023 |
Happy Hour Sponsored by Hindman Auctions and Appraisals and YouthBridge Community Foundation
NONE |
December 12, 2022 |
FLPs in Tax Court: Emphasizing the Discount for Lack of Marketability (DLOM)
Sonia Desai, CPA, ABV, ASA & Will Frazier, ASA (Weaver) - MAC |
November 14, 2022 |
Cryptocurrency & Crypto Tax Returns
Zac McClure, MBA (Token Tax) - Saint Louis Club |
October 24, 2022 |
Business Planning Strategies – Tips, Traps, and Common Mistakes in Estate Planning for Business Owners
Ann Burns J. D. (Lathrop GPM) - MAC |
September 19, 2022 |
Preparing for the Next Congressional Tax Tsunami While Avoiding Premature Activation of our Estate Plans
Louis S. Harrison J.D. (Harrison & Held LLP) - Saint Louis Club |
September 8, 2022 |
Happy Hour Joint Event with SLCCGP and NAIFA
NONE |
June 30, 2022 |
Gifting with a DAF versus a Foundation - ZOOM
Maria Kerford, REGIONAL DIRECTOR OF PLANNED GIVING |
June 14, 2022 |
Annual Meeting and Golf Outing
NONE |
May 16, 2022 |
What Now? The Strange Afterlife of Collections in person only
Rod Shene (appraiser) |
April 28, 2022 |
Joint Happy Hour with FPA of Greater St. Louis
NONE |
April 25, 2022 |
How to Avoid and What to do if Audited by the IRS in Person
Michael A. Gregory |
March 30, 2022 |
St. Louis Symphony Orchestra with Larry Katzenstein
Conducted by Larry Katzenstein |
March 21, 2022 |
Distinguishing Cognitive Competence and Decision-Making Capacity
Julie Blaskewicz Boron |
February 14, 2022 |
FROM THE INSIDE OUT: Psychological, Legal and Ethical Aspects of Elderhood
Bruce Ross and Eileen Gallo-Ross |
January 31, 2022 |
Missed registration deadline payments 1-24-22
1-24-22 |
January 24, 2022 |
Best Planning ideas for 2022 ZOOM ONLY
Panel Discussion |
December 13, 2021 |
A Potpourri of Charitable Planning Tricks and Traps - and New Developments
Lawrence P. Katzenstein |
November 15, 2021 |
What if Granny Wants to Gamble?
Mary F. Radford |
October 18, 2021 |
How Tax Changes Will Impact Your Clients
Robert Keebler |
September 27, 2021 |
New Date - Golf Outing at Top September 27
No Speaker |
September 20, 2021 |
Mum’s the Word: Maintaining Client Confidentiality and Dealing with Ethical Challenges while Working from Anywhere and Everywhere
Jeff Chadwick |
May 5, 2021 |
Estate Planning Council Young Professionals Charitable Giving Series - How Philanthropy Can Enhance the Estate Planning Conversation.
Mary Stahl |
April 26, 2021 |
Fiduciary Law/Litigation, Choice of Trustee in Crisis Situations
Deborah T. Tedford |
March 22, 2021 |
Life Insurance Tax Traps: Transfer for Value Rules and Entity-Owned Policies
Steve Gorin |
February 9, 2021 |
Anders - In Anticipation of Dysfunction- Planning for the Difficult Beneficiary
Kathy Sherby |
February 8, 2021 |
In Anticipation of Dysfunction- Planning for the Difficult Beneficiary
Kathleen R. Sherby |
January 25, 2021 |
Webinar - Best Planning Ideas Panel Discussion
Steve Gorin John Scott Michael Tessler moderated by Kathleen Bilderback |
December 3, 2020 |
A Taste of Estate Planning
Jason Main of the Wine Merchant |
November 10, 2020 |
11-9-2020 event for those that did not register before the meeting
Mike Rubin |
November 9, 2020 |
Webinar - The Ethics of Negotiations For Estate Planners: Are There Any?
Mike Rubin |
October 19, 2020 |
Webinar - Leaning into Social Distancing: A Perfect Storm for Wealth Transfer
Thomas J. Pauloski, J.D. |
September 3, 2020 |
Webinar - Estate Planning for Retirement Benefits after SECURE: The new planning landscape and what to do with existing plans.
Natalie Choate |
June 23, 2020 |
2020 EPCSTL Annual Membership Meeting
NONE |
June 23, 2020 |
Today’s Increasing Need For Long Term Care Planning
Wendy Boglioli (1976 Olympic Gold Medalist) |
May 18, 2020 |
Webinar - Finding Basis - It's Not Always Where You Thought It Was
Howard M. Zaritsky |
April 27, 2020 |
WEBINAR - The SECURE Act: Planning for the End of the Stretch IRA
Professor Chris Hoyt |
March 9, 2020 |
Special Needs Trust vs ABLE Accounts
Martha Brown |
February 24, 2020 |
Income Tax Update: Planning Opportunities and Pitfalls as Your Clients Prepare to File 2020 Returns
Doug Mueller |
January 27, 2020 |
Best Planning Ideas for 2020 Panel Discussion
Steve Gorin, John Scott, Michael Tessler, Kathleen Bilderback |
December 17, 2019 |
Young Professionals Happy Hour
|
November 18, 2019 |
Estate Planning Paralysis: Getting Your Clients to Act
Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP® |
October 21, 2019 |
Family Matters for Business Owning Families
Claudia B. Sangster |
September 30, 2019 |
A Deeper Look At Social Security Benefits
Jody Harris |
September 18, 2019 |
Joint Happy Hour with FPA, Society of FSP, SLCCGP
|
June 11, 2019 |
Annual Golf Outing
None |
May 20, 2019 |
Life Insurance Planning After Tax Reform
Larry Brody |
May 1, 2019 |
Happy Hour Networking Joint Event with EPC,FPA and SLCCGP
None |
April 22, 2019 |
Matrimonial/Prenups/Divorce/Taxes
Carlyn McCaffrey |
March 18, 2019 |
Estate Planning and Trust Management for a Brave New World
Hugh Magill |
February 11, 2019 |
Charitable Planning Potpourri - New Developments and Old and New Tricks
Larry Katzenstein |
January 17, 2019 |
Happy Hour/Networking Joint Event with SLPGC
none |
January 7, 2019 |
Best Planning Ideas for 2019
Kathleen Bilderback Moderator, speakers: Steve Gorin, John Scott and Michael Tessler |
December 10, 2018 |
Basis Bonanza — Generating Step-Up and Dealing With Consistency Rules
Clary Redd |
November 5, 2018 |
Ethical Issues in Estate Planning
Michael Downey |
October 22, 2018 |
An Update on 50 Years' Worth of Issues on Fair Market Value for Business Interest Transfers
Curtis Kimball |
September 17, 2018 |
Using Your Estate Planning Toolbox to Fix Your Client’s Income Tax Problems©
Stacy Eastland |
May 7, 2018 |
Business Succession Planning
John Brown |
April 23, 2018 |
Selecting & Advising Trustees: A Practical Guide
Stacy Singer |
March 19, 2018 |
It’s a Whole New Digital World: Practical Guidance for Planning and Administering Digital Property
Karin Prangley |
February 13, 2018 |
Happy Hour
No Speaker |
February 12, 2018 |
Best Planning Ideas for 2018
Steve Gorin, John Scott, Michael Tessler |
January 8, 2018 |
Fiduciaries and Firearms- A Minefield for the Misinformed
Christie Schmuke |
December 4, 2017 |
Employee Stock Ownership Plans: Latest Trends and Opportunities
Daniel M. Zugell |
November 13, 2017 |
Evolving Trends and Changing Laws
John J. Scroggin |
October 23, 2017 |
The Life Insurance Lapsing Policy Crisis
E. Randolph Whitelaw |
September 18, 2017 |
Best Ideas in 2017 – What the Planner Needs to Know
Robert Keebler |
June 20, 2017 |
Annual Outing
none |
May 22, 2017 |
Estate Planning for Chronic Illness
Martin M. Shenkman |
May 9, 2017 |
Happy Hour
Thomas Schlafly |
May 1, 2017 |
Powers of Appointment in Today's Enviroment
Turney P. Berry |
March 13, 2017 |
My Way: What is the Donor’s Best Charitable Game?
Stephanie Casteel |
February 13, 2017 |
All About That Basis: 20 Ways to Obtain a Basis Adjustment at Death.
Mickey R Davis & Melissa Willms |
January 23, 2017 |
Recent Developments in Estate Planning for Retirement Benefits
Robert K. Kirkland |
December 12, 2016 |
Planning for the Unexpected and Retirement
Kurt A.Sommer |
November 14, 2016 |
Oshins 11 Eleven Counterintuitive Estate Planning Opportunities and Conundrum
Richard Oshins |
November 3, 2016 |
Happy Hour
|
October 17, 2016 |
Contemporary Life Insurance Issues plus "Quality Life Planning vs Financial Planning. Taking the IF out of Life."
Mile Halloran/Shane Westhoelter |
September 19, 2016 |
Practical Planning for Art Collectors and Their Advisors
Ramsay H. Slugg |
June 21, 2016 |
Annual Outing
None |
May 9, 2016 |
Cruise Control - not an option Life Insurance Policies - assets that need managing
Michael Tessler |
April 27, 2016 |
Happy Hour
None |
April 18, 2016 |
Business Valuation
Pat Cooney |
March 14, 2016 |
Federal tax law update for estate planners
San Donaldson |
February 8, 2016 |
The Effect of Changes in Income Tax Rates on Estate Planning
Steven B. Gorin |
January 25, 2016 |
A Financial Planners Guide to a Life Insurance Check-up
Lee Slavutin |
December 7, 2015 |
The Impact of ATRA/Future of Estate Planning and Fiduciary Services
Charles A. Redd |
November 9, 2015 |
Asset Protection Hot Topics: 2015 need details
Jay D. Adkisson |
October 27, 2015 |
Evening with Conductor Larry Katzenstein
Larry Katzenstein Conductor |
October 19, 2015 |
"Planning for an Aging Population ‐ Your Clients, Your Parents, and Someday You!"
Bernard Krooks |
September 21, 2015 |
The U.S. Economic Outlook
Kevin Kleisen Kliesen Business Economist and Research Officer Federal Reserve Bank of St. Louis |
May 18, 2015 |
Portability, Prenups and Post-Atra Planning
Edward F. Reilly |
April 20, 2015 |
Estate and Gift Tax Issues and the IRS
Michael Gregory |
March 30, 2015 |
Structuring Trusts and Trust Design Strategies
David A. Handler |
February 23, 2015 |
Using ESOPs in Ownership Succession Planning
Geoffrey PeConga |
January 26, 2015 |
Income Taxation of Life Insurance
Larry Brody and Don Jansen |
December 15, 2014 |
Why Smart People Do Dumb Things
Nancy B. Rapoport, JD |
November 17, 2014 |
Post-election update with emphasis on estate, gift and income taxes
Ron Aucutt |
October 20, 2014 |
Trust, Trusts and Annuities
Pettus (Pete) Gibbons |
September 22, 2014 |
The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits
Natalie Choate |
May 12, 2014 |
Charitable giving
Larry Katzenstein |
April 28, 2014 |
Understanding Safe Withdrawal Rates: Mechanics, Uses, & Caveats
Michael Kitces |
March 24, 2014 |
Tax controversy work- audit proof your transactions
Stephanie Loomis-Price |
February 10, 2014 |
To Dream the Impossible Dream – Lawyers and unwaivable conflicts
Bradley Winters |
January 6, 2014 |
rescheduled 1/28/14 - Recent Developments in Estate Planning Update
Stanley Johanson |
December 9, 2013 |
Challenge Your Selling- Unseat Comfort Zone
Donna Schumell |
November 18, 2013 |
The ATRA-Math Estate Planning After the American Taxpayer Relief Act of 2012
Tom Pauloski |
October 21, 2013 |
Demographics of Longterm Trusts - Design, Growth, and Management
Hugh Magill |
September 23, 2013 |
The Mathematics of Estate Planning
Robert Keebler |
May 13, 2013 |
Trust Modification & Change of Situs
Margaret E.W. Sager, Esquire |
April 22, 2013 |
Busting Pension Myths: Why everything you think you know about Qualified Plans IS ALL WRONG!
Lawrence C. Starr, FLMI,CLU,CEBS,ChFC, CPC, EA,ATA,QPFC |
March 18, 2013 |
Pixar For Estate Planners: Animating Your Practice Through Social Media
Louis S. Harrison |
February 11, 2013 |
Opportunities and Obstacles in Trust Decanting
Charles A. Redd |
January 14, 2013 |
Getting Family Business Owners Off the Dime: How to get them started on Estate/Succession Planning
Eric A. Manterfield |
December 10, 2012 |
Economic and Financial Market Outlook post the 2012 Election
Scott Colbert |
November 19, 2012 |
The Beneficiary Defective Inheritor's Trust - Passing the Pipe Line Dream
Michael W. Halloran |
October 22, 2012 |
Cycles of Popularity of Life Insurance
Ben G. Baldwin, Jr., CLU, ChFC, CFP®, AEP |
September 24, 2012 |
Section 529 College Savings Accounts: A Decade Without Final Regulation
Susan T. Bart |
June 5, 2012 |
Annual Outing
|
May 14, 2012 |
Where Estate Planning and Asset Protection Intersect
Jonathan Blattmachr |
April 23, 2012 |
Tax Efficient Disposition of Qualified Plans and IRA's
Kathy Sherby |
March 19, 2012 |
How Revocable is Irrevocable
Skip Fox |
February 13, 2012 |
annuities-When the ywork, When they don't work, How they work.
John Olsen |
January 9, 2012 |
Fresh Exit Strategies for Business Owners
Steve Gorin |
December 19, 2011 |
So You Want to be a Philanthropist (Pros and Cons of Donor Advised Fundsand other issues)
Chris Hoyt |
November 14, 2011 |
Multi-Generational Wealth-Care Planning After TRA 2010
Ray Odom |
October 17, 2011 |
Impact of Family Dynamics and Family Governance Structures on Estate Planning
Marc A. Silverman, PhD |
September 19, 2011 |
The $5 Million Exemption: What's an Estate Planer to do?
Bernard A. Krooks |
June 7, 2011 |
Golf Tournament
|
May 9, 2011 |
Creative Estate Planning Ideas
Ellen K. Harrison |
April 4, 2011 |
Executive Benefits Made Easy
Stephen B. Parrish, JD, CLU, ChFC, RHU |
March 7, 2011 |
Current Developments in the Limitations of Limited Liability Entities
Christopher M. Riser |
February 7, 2011 |
Highlights of Heckerling Institute on Estate Planning and Review of Estate Planning Current Developm
Steve Akers |
January 10, 2011 |
IRS Valuation Policies
Robert Cimasi and Michael Gregory |
December 13, 2010 |
Current Estate Planning Developments
Jeffrey N. Pennell |
November 15, 2010 |
Getting Money Out of the Family Business
Farhad Aghdami |
October 18, 2010 |
Funding Estate Tax Liabilities: Exploring Graegin and 6161
Stephanie Loomis-Price |
September 20, 2010 |
Fiduciaries: Are You One and What Does That Mean?
Ron A. Rhoades, JD, CFP and Michael P. Downey |
May 10, 2010 |
The Quiet Revolution in Trust Law: An Empirical Assesment
Robert H. Sitkoff |
April 19, 2010 |
What's Hot & What's Not!
Steve Leimberg |
March 29, 2010 |
Retirement Planning
Virginia Coleman |
February 8, 2010 |
Buy Sell Agreement Model
Nancy Schmidt Roush |
January 11, 2010 |
FIFTEEN YEARS OF SALE TO IDITS -Where are we now?
Michael Mulligan |
December 7, 2009 |
Changes on the Horizon-Planning Update
Blanche Lark Christerson, Managing Director Deutsche Bank Private Wealth Management |
November 9, 2009 |
Current Developments Affecting Charitable Planning and Technology
Roger Schumaker |
October 19, 2009 |
Discretionary Trust from the perspective of the professional Trustee
Susan Porter |
September 14, 2009 |
Update of Life Insurance Developments for Estate Planners in 2009
Lee Slavutin |
June 2, 2009 |
Golf Tournament
|
April 20, 2009 |
Legal and Economic Comparisons of GRATS and Installment Sales of Grantor
Diane Zeydel |
March 23, 2009 |
Recent developments affecting estate and financial planning, including the status of federal legisla
Dennis Belcher |
February 9, 2009 |
IRS Audits - The Inside Perspective
Rob Stienjes and Tom Pliske |
January 12, 2009 |
Ethical Consideration
Brad Winters |
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