Clarkston Capital

Document Library

Categories

Applications & Forms

Document Name Date Added
2020-2021 EPG Scholarship Application
2020-2021 EPG Scholarship Application.doc (235K)
 2020-11-03
AEP® Council Nomination Program 2021
AEP Designation Council Nomination Program - Central Arizona EPC - 2021.pdf (626K)
 2021-10-30
Event Policy & Waiver for 2021-2022
CAEPC 2021-2022 Event Policy.doc (45K)
 2021-08-13
Sponsorship Commitment Form 2021-2022 (1)
CAEPC 2021-2022 Sponsorship Commitment 08.13.21.doc (91K)
 2021-08-13
AEP Designation Council Nomination Program
AEP Designation Council Nomination Program - Central Arizona EPC - 2021.pdf (626K)
 2021-06-08

CAEPC Previous Event Materials

Document Name Date Added
CE Form 10.04.21
CAEPC CE Form 10.04.21.pdf (183K)
 2021-10-05
October 2021 Program Handout
FINAL 2020 Fitzsimons Fiduciary Case Outline Bessemer.pdf (856K)
 2021-10-05

News Articles

Document Name Date Added
Is your client's life insuracne policy headed for disaster?
Life Ins Liability1.pdf (76K)
 2014-11-07
Suprene Court Clairifies: Inherited IRAs are not "Retirement Funds"
Supreme Court Clarifies.pdf (54K)
 2014-11-07
Gift Tax Audist Expected To Increase In The Future?
Gift Tax Audits LC.pdf (57K)
 2014-11-07
Protecting Your Client's Estate From Beneficiary Bankruptcy
IRA Article_CAEPC Submissions.pdf (15K)
 2014-11-07
Leimberg-FBAR
LEIMBERG_FBAR.pdf (72K)
 2014-08-21
Leimberg_Bruce Steiner
LEIMBERG_Bruce Steiner.pdf (71K)
 2014-08-21
The New Estate Planning DilemmaLCv2.pdf (51K)
 2014-08-21
Obtaining The AEP Designation
Interested in obtaining an Accredited Estate Planner.pdf (67K)
 2014-11-11
Lessons from Robin Williams' Will
Lessons From Robin Williams Insurance Trust.pdf (77K)
 2014-11-07
Valuable Lessona from Lauren Bacall's Will
Valuable Lessons_Bacall.pdf (74K)
 2014-11-07
Gregory E Sellers Article
Gregory E.pdf (42K)
 2014-11-07