Clarkston Capital

EPG January Event

Date: Friday, January 19, 2024
Time: 3:00pm - 4:30pm
Location: Eide Bailly LLP, 2355 E. Camelback Road, Ste. 900, Phoenix, AZ 85016
Speaker: Ben Barchilon, CPA

Thank you to our sponsors:

      

 

Join EPG on Friday, January 19th from 3:00 PM to 4:30 PM for Basic Considerations of Funding Sub Trusts in a Declining Economy and Items to Consider as the 2026 Exemption Potentially Sunsets, presented by Ben Barchilon, CPA.

Ben Barchilon, CPA is a Tax Manager and member of the Wealth Transition Services Team at Eide Bailly LLP. He has 4+ years of experience in tax preparation, tax planning, and estate/gift tax compliance. He is an undergraduate alumnus of Arizona State University (Go Devils!) and a diehard Suns fan. He has been a member of CAEPC since 2022.

Please RSVP by January 16th

Eide Bailly LLP will be hosting at their office located at 2355 East Camelback Road, Ste. 900, Phoenix, AZ 85016

**Visitor parking is located on the first level of their parking garage, which can be accessed on the west side of the building.  Please bring your parking ticket up to the office for parking validation.

 

The Emerging Professionals' Group (EPG) of Central Arizona Estate Planning Council (CAEPC) is a vibrant group of younger professionals who are under age 40 or who have less than 10 years of experience. This group is focused on social and educational events for individuals newer to the professions involved with estate planning. The professional demographic includes legal, accounting, investment, insurance, financial planning, and other estate-planning related profession.

See Upcoming Event Calendar