Document Library

Categories

Applications & Forms

Document Name Date Added
2020-2021 EPG Scholarship Application
2020-2021 EPG Scholarship Application.doc (235K)
 2020-11-03
CAEPC 2020-2021 Sponsorship Commitment - Fillable Form
CAEPC 2020-2021 Sponsorship Commitment - Fillable Form.pdf (401K)
 2020-09-14

CAEPC Previous Event Materials

Document Name Date Added
Feb 2021 Event - FEDERAL TAX UPDATE November 2020
FEDERAL TAX UPDATE November 2020.pdf (748K)
 2021-02-01
Feb 2021 Event - Federal Tax Update January 2021
Federal Tax Update January 2021.pptx (2791K)
 2021-02-01

CAEPC Program Materials

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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
Leimberg-FBAR
LEIMBERG_FBAR.pdf (72K)
 2014-08-21
Protecting Your Client's Estate From Beneficiary Bankruptcy
IRA Article_CAEPC Submissions.pdf (15K)
 2014-11-07
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