October 10, 2024 |
EPG October Happy Hour
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October 7, 2024 |
October Program Meeting
Bernard A. Krooks |
May 6, 2024 |
May Program Meeting
Brian Goodhart |
May 2, 2024 |
CAEPC Golf Tournament & Happy Hour
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April 17, 2024 |
EPG April Happy Hour
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March 4, 2024 |
March Program Meeting
Alan S. Gassman, JD, LL.M. AEP® |
February 5, 2024 |
February Program Meeting
Jerome Hesch, JD |
January 19, 2024 |
EPG January Event
Ben Barchilon, CPA |
January 8, 2024 |
January "Game Watch" Night
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December 13, 2023 |
EPG Watch Party Event
|
December 5, 2023 |
Holiday "Give Back" Event
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December 4, 2023 |
December Program Meeting
Amy Ridge and Casey Wamsley |
November 6, 2023 |
November Program Meeting
Eido Walny |
October 2, 2023 |
October Program Meeting
Joseph R. Tiano Jr., Esq. |
September 27, 2023 |
EPG Event
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May 25, 2023 |
EPG Happy Hour
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May 11, 2023 |
CAEPC Golf Tournament & Happy Hour
|
May 1, 2023 |
May Program Meeting
Paul Lee |
April 18, 2023 |
EPG Happy Hour
|
March 22, 2023 |
Virtual AEP Event: Family Dynamics & Intergenerational Conflict: Preserving Family Wealth and Harmony
Susan P. Rounds, JD, CPA, LLM, AEP®, TEP |
March 6, 2023 |
March Program Meeting
Joel Schoenmeyer, JD |
February 23, 2023 |
EPG Happy Hour
|
February 6, 2023 |
February Program Meeting
Samuel A. Donaldson |
January 9, 2023 |
January Program Meeting
Jim Paulsen, PhD |
December 6, 2022 |
Holiday "Give Back" Event
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November 7, 2022 |
November Program Meeting
Kit Mac Nee, CFP® CRPC® |
October 3, 2022 |
October Program Meeting
Michael Fontanini, Lion Street, Inc. |
May 10, 2022 |
EPG Virtual Education Forum: Four Keys to Making a Difference in a Family Caregiving Challenge
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May 2, 2022 |
Ethics
Nancy B. Rapoport |
April 26, 2022 |
EPG Happy Hour
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April 21, 2022 |
Spring Event Give Back and Happy Hour
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March 23, 2022 |
EPG Virtual Education Forum: 10 Things CPAs, Attorneys, and Other Professionals Should Know About IRAs
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March 15, 2022 |
Virtual AEP Event: The Top Three Ways to Use Life Insurance in Charitable Planning
Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® |
March 7, 2022 |
Getting to Yes, How To Be a Good Partner
Phyllis Silverstein |
February 16, 2022 |
EPG Happy Hour
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February 7, 2022 |
Current Developments in Trusts and Estates
Turney P. Berry |
January 19, 2022 |
EPG Virtual Education Forum: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies
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January 3, 2022 |
Market Update
Yung-Yu Ma, BMO Wealth Management |
December 14, 2021 |
EPG Happy Hour
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December 6, 2021 |
Holiday Party
|
November 17, 2021 |
EPG Virtual Education Forum: Professional Collaboration in Estate Planning
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November 16, 2021 |
AEP® Happy Hour
|
November 1, 2021 |
The Baker’s Dozen: 13 Things That You May Not Know About Preparing a Federal Estate Tax Return
George Karibjanian, Franklin Karibjanian & Law PLLC |
October 13, 2021 |
EPG Happy Hour
|
October 4, 2021 |
Review of the Past Year’s Most Significant, Curious, or Downright Fascinating Fiduciary Cases
Dana Fitzsimons, Jr., Bessemer Trust |
May 20, 2021 |
CAEPC End of Season Happy Hour!
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May 19, 2021 |
Virtual AEP Event: Navigating the Current Charitable Planning Landscape: Tips for Professional Advisors
Ginger F. Mlakar |
May 3, 2021 |
May Continuing Education Event - Ethics: Images of Lawyers in Film
Nancy B. Rapoport, UNLV William S. Boyd School of Law |
April 29, 2021 |
CAEPC Spring Event
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April 22, 2021 |
EPG Study Group
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March 18, 2021 |
EPG Study Group
|
March 1, 2021 |
March Continuing Education Event - Top Tax and Estate Planning Techniques Today
Paul Lee, Northern Trust |
February 1, 2021 |
February Continuing Education Event ~ Federal Tax Update 2021 & Estate Planning
Sam Donaldson, J.D., LL.M. |
January 4, 2021 |
2021 Market Outlook
Yung-Yu Ma, BMO Wealth Management |
December 7, 2020 |
CAEPC Holiday Party
|
November 19, 2020 |
EPG Study Group
|
November 2, 2020 |
Ethical and Professional Challenges of Dealing with Elder Financial Abuse
Mary Radford |
October 5, 2020 |
Private Placement Life Insurance - Solutions for Tax Efficiency & Asset Location
Ann Marie Liotta, Cohn Financial Group |
May 4, 2020 |
The Ethics of Negotiations: Are There Any?
Mike Rubin, JD, McGlinchey Stafford PLLC |
April 23, 2020 |
Spring Event at The Yard
|
April 15, 2020 |
Free Webinar Viewing: The Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used by Life Insurance Producers and Attorneys CPAs and RIAs in the Life Insurance Decision Process
Steven S. Zeiger, CEBS, TEP |
March 26, 2020 |
EPG Study Group
|
March 18, 2020 |
Free Webinar Viewing: Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP® |
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 |
February 20, 2020 |
EPG Happy Hour
|
February 19, 2020 |
Free Webinar Viewing: Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP® |
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 |
January 23, 2020 |
AEP Informational Event: Putting Markets in Perspective - 2020 Outlook
Matthew Melhado, CFA (Chartered Financial Analyst) |
January 21, 2020 |
EPG Study Group
|
January 15, 2020 |
Free Webinar Viewing: The NEW Reverse Mortgage – 5 Ways Housing Wealth Is Changing the Estate Planning Conversation
Don Graves, RICP®, CLTC®, CSA |
January 6, 2020 |
North America Investment Strategy: 2020 Outlook Edition
Charlie Reinhard, Citi Private Bank |
December 2, 2019 |
Holiday Party at the Phoenix Zoo!
|
November 20, 2019 |
Free Webinar Viewing: Growing Your Firm's Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins , JD, AEP® (Distinguished) |
November 14, 2019 |
EPG Happy Hour
|
November 4, 2019 |
The Medicare Conversation: Help Your Clients Avoid Medicare Mistakes
Diane Omdahl, RN, MS, 65 Incorporated |
October 22, 2019 |
EPG Study Group
|
October 17, 2019 |
Free Webinar Viewing: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished) |
October 7, 2019 |
Donor Advised Funds: The Swiss Army Knife of Charitable Planning
Bryan Clontz, Charitable Solutions, LLC |
August 29, 2019 |
EPG Happy Hour
|
May 16, 2019 |
EPG Happy Hour
|
May 13, 2019 |
Baseball Spring Fling at the Diamondbacks
|
May 6, 2019 |
Why Smart People do Dumb Things (Ethics)
Nancy B. Rapoport, Special Counsel to the President of UNLV |
March 4, 2019 |
Insurance Pitfalls in Estate Planning
Kristin Bulat, JD, LL.M., Partners Financial |
March 1, 2019 |
EPG Study Group
|
February 21, 2019 |
EPG Study Group: Planning for the Future: Building Flexibility Into Estate Plans
|
February 17, 2019 |
Canceled - Putting Markets in Perspective
Matthew Melhado |
February 4, 2019 |
Ice Cream Social! Federal Tax Update and The Estate Planner's Guide to Closely Held Business Planning
Sam Donaldson, JD, LL.M., Professor of Law at Georgia State University College of Law |
January 24, 2019 |
AEP Event: Insights to Retirement Planning – Retirement Round-up
BRIAN DOBBIS, QKA, QPA, QPFC,TGPC |
January 17, 2019 |
EPG Happy Hour
|
January 7, 2019 |
U.S. Economic Growth: Past, Trump, and the Near Future
Dr. Stephen Happel, Professor Emeritus of Economics at ASU, W.P. Carey School of Business |
December 3, 2018 |
Holiday Party at the Phoenix Zoo!
|
November 15, 2018 |
EPG Study Group - Optimizing Your Balance Sheet
William D. Lee, CFA, CFP® |
November 5, 2018 |
THE UNIFORM VOIDABLE TRANSACTIONS ACT: GOOD FOR THE CREDITOR’S BAR, BUT BAD FOR THE ESTATE PLANNING BAR?
George D. Karibjanian, JD, LL.M., Franklin Karibjanian & Law, PLLC |
October 18, 2018 |
EPG Happy Hour
|
October 1, 2018 |
Home Employer Payroll, Tax and Liability
Tom Breedlove, Care.com/HomePay by Breedlove |
September 20, 2018 |
EPG Study Group: The Most Important but Overlooked Element of Life Insurance Acquisition
Emory J. Smith, EJS Financial Management |
August 16, 2018 |
EPG Happy Hour
|
May 17, 2018 |
EPG Happy Hour Diecisiete de mayo End of Year Party.
|
May 7, 2018 |
How Slippage and Gray Areas Lead Us Into Ethical Lapses
Marianne Jennings, JD |
April 25, 2018 |
TOP GOLF
|
April 19, 2018 |
EPG Attorney Study Group
|
March 5, 2018 |
What Dead Celebrities Can Teach Us About Estate Planning
John J. (“Jeff”) Scroggin |
February 21, 2018 |
Tax Reform for Affluent Investors
Mike Cogswell |
February 15, 2018 |
EPG Accountant Study Group
|
February 5, 2018 |
2018 Tax Reform, Charitable Giving and Estate Planning Updates – Everything You Need To Know
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA |
January 18, 2018 |
Happy New Year Happy Hour
|
January 8, 2018 |
Time to Get Active - 2018 Economic Update
|
December 4, 2017 |
Holiday Party and CE: A Primer on Tax, Estate Planning and other Issues Relevant to Art Collection and Their Advisers
Paul Frimmer, Loeb & Loeb, LLP |
November 16, 2017 |
EPG Insurance Study Group
|
November 6, 2017 |
Charitable Gifts of Business Assets & Interests…and What Happens When Charitable Gifts Go Awry
Jason Havens, Holland Knight |
October 19, 2017 |
EPG Happy Hour
|
October 2, 2017 |
Tax Planning for Canadians
Brent Nelson |
September 14, 2017 |
EPG Study Group Financial Planners
|
August 24, 2017 |
EPG Happy Hour
|
May 17, 2017 |
SAVE THE DATE – May 17th 2017
|
May 1, 2017 |
Planning for Social Security Benefits and Medicare Coverage for the Baby Boom Generation and Beyond
Francine Lipman, JD, LL.M., MBA |
April 27, 2017 |
CAEPC TopGolf Event
|
April 5, 2017 |
Winning in the Retirement Market
Brian Dobbis, QKA, QPA, QPFC, TPGC |
March 6, 2017 |
Good Intentions Can Often Lead to Unintended Consequences: Private Foundations and Other Charitable Endeavor
Jeffrey D. Haskell, JD, LL.M. |
February 6, 2017 |
Sweater Vest and Ice Cream Social
Sam Donaldson |
January 9, 2017 |
2017 College Football National Championship Viewing Party
|
December 5, 2016 |
...............CAEPC Board Meeting
Board Meeting |
December 5, 2016 |
Digital and Difficult Assets: New Arizona Law and Practical Solutions
Craig Hunter Wisnom and Colleen Cacy |
November 17, 2016 |
Special Event - CAEPC Event at NAEPC Conference
Nancy B. Rapoport, JD; Stephanie Loomis-Price, JD; and John J. Scroggin, JD, LL.M., AEP® |
November 7, 2016 |
Passing on Your Legacy to Future Generations A Charitable CLE Event Presented By Phoenix Children’s Ambassadors & Central Arizona Estate Planning Council
Justin Ryan PhD, Research Scientist at Phoenix Children’s Hospital Leslie Dashew, The Human Side of Enterprise |
October 20, 2016 |
Public Outreach: Why Do I Need an Estate Plan?
Panel |
October 3, 2016 |
The Wonderful World of Divorce: What Estate Planning Professionals Need to Know
Christopher Moore, Esq. |
October 3, 2016 |
...............CAEPC Board Meeting
Board Meeting |
September 21, 2016 |
EPG Event - Estate Planning in Indian Country
Helen Burtis of Rosette, LLP |
August 16, 2016 |
Planning for Family and Planning for Charity, and Perceived Conflicts
Jacky Alling and Grace Smith Kaus |
May 19, 2016 |
Public Outreach: Financial Planning for Special Needs Clients
Panel |
May 12, 2016 |
Emerging Professionals Group Event - Happy Hour
|
May 2, 2016 |
...............CAEPC Board Meeting
Board Meeting |
May 2, 2016 |
Post Mortem Planning-It’s Not Too Late to Plan: A Review of Income, Gift and Estate Tax Planning Issues and Strategies
Stephen R. Akers |
April 29, 2016 |
CAEPC Annual Spring Event - TopGolf
|
March 23, 2016 |
EPG - Motivational Business and Life
Matt Miller, CFP, SJS Investment Services |
March 16, 2016 |
Public Outreach: A Holistic Approach to Financial Planning with Investments, Taxes and Insurance
Panel |
March 7, 2016 |
...............CAEPC Board Meeting
Board Meeting |
March 7, 2016 |
What Every Estate Planner Should Know: The Asset Protection Consequences of Common Estate Planning Techniques
Jay Adkisson |
February 19, 2016 |
Trivia Night
|
February 1, 2016 |
...............CAEPC Board Meeting
Board Meeting |
February 1, 2016 |
Estate Planner's Update with Jeffrey Pennell
Jeffrey N. Pennell |
January 4, 2016 |
....................CAEPC Board Meeting
Board Meeting |
January 4, 2016 |
One Look Back; Two Looks Forward with Thomas J. Connelly
Thomas J. Connelly |
December 7, 2015 |
Holiday Party at Scottsdale's Museum of the West
|
December 3, 2015 |
Public Outreach - Planned Giving
Panel |
November 18, 2015 |
Emerging Professionals Group Event - Education
Rachel S. Rodgers |
November 2, 2015 |
Crossborder Tax Issues: The Things Every Planner Should Know with Christopher J. Byrne
Christopher J. Byrne |
October 22, 2015 |
Public Outreach
Panel |
October 15, 2015 |
Professional Networking and Light Fare
|
October 5, 2015 |
Trust Owned Life Insurance: Fulfilling Fiduciary Duties with Barry Flagg
Barry D. Flagg |
May 14, 2015 |
CAEPC Emerging Professionals' Group Event
|
May 11, 2015 |
CAEPC: Being a Philanthropist; Donor Advised, Private Foundation or ?
Skip Fox: McGuire Woods |
May 11, 2015 |
....................CAEPC Board Meeting
Board Meeting |
April 20, 2015 |
..........CAEPC Board Meeting
|
April 20, 2015 |
Johnson Bank Estate Planners' Invitational
|
April 20, 2015 |
CAEPC: Spring Banquet
|
April 8, 2015 |
CAEPC EPG and AEP Educational Networking Event
Brian Dobbis, QKA, QPA, QPFC, TPGC |
March 12, 2015 |
CAEPC Emerging Professionals' Group Event
Christopher Smith, kCross Brand Alignment Consultancy |
March 2, 2015 |
CAEPC: Act II: Estate Planning for the Second Marriage
Jere Doyle: BNY Mellon |
March 2, 2015 |
....................CAEPC Board Meeting
|
February 11, 2015 |
CAEPC Emerging Professionals' Group Event Announcement and RSVP Request
|
February 2, 2015 |
CAEPC: Family Investment Partnerships / Current Issues Involving FLPs, LLCs, and Other Closely Held Entities
Paul Lee: Bernstein Global / Stephanie Loomis-Price: Winstead Attorneys |
January 30, 2015 |
....................CAEPC Board Retreat & Board Meeting
|
January 5, 2015 |
CAEPC: Markets, The Economy, and Estate Planning
Jack Ablin: BMO Harris |
January 5, 2015 |
....................CAEPC Board Meeting
|
December 1, 2014 |
CAEPC: Holiday Event
String Serenade, A String Trio |
November 12, 2014 |
The Emerging Professionals' Group of the Central Arizona Estate Planning Council Event
Last Comic Standing Comedian: Rich Vos |
November 3, 2014 |
CAEPC: The Hybrid Domestic Asset Protection Trust
Steve Oshins: Oshins & Associates, LLC |
November 3, 2014 |
....................CAEPC Board Meeting
|
October 6, 2014 |
CAEPC: The Future of Estate Planning
William Schmidt: First Western Trust Bank |
October 6, 2014 |
....................CAEPC Board Meeting
|
October 1, 2014 |
Emerging Professionals' Group of Central Arizona Estate Planning Council Event
|
August 6, 2014 |
....................CAEPC Joint Board Meeting
|
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