Board of Directors

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	CENTRAL ARIZONA ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

	President Remy Carpenter, JD, LLM BMO Wealth Management 480-348-7769 Send Message to Member
	Vice President Allyson Califano, JD Plattner, Schneidman, Schneider & Jeffries, PC 602-274-7955 Send Message to Member
	Secretary Kevin W. Wright, JD Snell & Wilmer LLP 6023826000 Send Message to Member
	Treasurer Sean Hales, CPA Eide Bailly LLP 602-264-8608 Send Message to Member
	Board Member Cindy Andresen, ASA Kotzin Valuation Partners 602-544-3569 Send Message to Member
	Board Member Grant Boland, J.D., LL.M. Boland Law Group, PLLC 480-656-8775
	Board Member Jennifer Butler, CTFA The Northern Trust Company 602-468-2542 Send Message to Member
	Board Member Harry Calivas, CFP®, CIMA® Calivas & Jovanovic Financial Strategies Group of Wells Fargo Advisors 623-876-4847 Send Message to Member
	Board Member Kiernan Curley, JD Curley Law Firm PLLC 602-953-7730 Send Message to Member
	Board Member William D Lee, CFA, CFP® Ironwood Investment Counsel, LLC 602-493-4042 Send Message to Member
	Board Member Jonathon M Morrison Frazer Ryan Goldberg & Arnold LLP 6022772010 Send Message to Member
	Board Member Emory J. Smith EJS Financial Management 602-370-8743 Send Message to Member
	Board Member Lisa Sullivan, AEP®, CTFA, CSOP, CWS®, TrustBank 480-883-6812 Send Message to Member
	Executive Director Anna Jovel 480-289-5761 Send Message to Member

Use of this membership listing for mass solicitation is prohibited. Associate Members self-select professional disciplines and self report professional credentials. It is the Associate Member, not the CAEPC that is responsible for the accuracy of that information. Users of this database, whether professional or public, are responsible for verifying the accuracy of any information contained in the membership directory.

UPCOMING EVENTS

February 3, 2020

Half Day Event - An Advisor’s Guide to the New 20% Pass-Through Deduction, Estate Planning for Income Taxes: Maximizing Step-Up in Basis for Couples, and Trusts as Beneficiaries of IRAs

Jeffrey Levine, Kitces

See Event Details

February 19, 2020

Free Webinar Viewing: Basis Step-Up Strategies in Light of Portability and Tax Law Changes

Steven B. Gorin, JD, CPA, AEP®

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March 2, 2020

Practical Planning Ideas and Solutions Through Delaware: An Overview of Ideas and Opportunities for Families and Business Owners

Anne Booth Brockett, BMO Delaware Trust

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March 18, 2020

Free Webinar Viewing: Charitable Giving and Tax Planning Strategies in the TCJA Era