September 24, 2024 |
EPCNN Breakfast Meeting - The U.S. Economy and the National Debt.
Elliott Parker |
July 23, 2024 |
EPCNN Zoom Meeting with Lisa Shalett - Financial Planning Client Custom Benchmarks
Lisa Shalett, Chief Investment Officer Morgan Stanley |
June 25, 2024 |
EPCNN Breakfast Meeting - Planning for the Estate Tax Exemption Sunset
Boryana Zamanoff |
May 30, 2024 |
Annual May EPCNN Event - Impact of the Corporate Transparency Act and Anti-Money Laundering Laws & Top 10 Things to Look Out For in International Tax
Daniel C. Silva and Michelle Rizzo |
April 29, 2024 |
NBA 3rd Annual Nevada Trust Conference 4.29.24 through 5.1.24
See below |
March 26, 2024 |
Trying to Keep the Whole Family in the Circus Tent: Inter and Intra-Generational Conflicts: The Use of the Omnibus Conflict Waiver and Anticipating the Incapacity of the Matriarch/Patriarch
Peter Myers |
February 20, 2024 |
EPCNN Breakfast Meeting - Estate Planning Legislative Update
Steve Tackes |
December 14, 2023 |
Holiday Social Event/ President's Celebration
EPCNN President |
December 13, 2023 |
NAEPC Webinar
TBD |
December 12, 2023 |
Legislative and Economic Update
Elliot Parker |
November 14, 2023 |
Year End Tax Planning and Strategies Sponsored by Alliance
David S. Tallman, CPA and John C. Navolio, CPA |
October 11, 2023 |
Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith - NAEPC Webinar
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) |
September 13, 2023 |
NAEPC Webinar
TBD |
August 9, 2023 |
NAEPC Webinar
TBD |
July 12, 2023 |
NAEPC Webinar
TBD |
July 11, 2023 |
Safe Practice: Practical Step to Take to Reduce Liability Exposure For Estate Planners
Marty Shenkman and Sandra D. Glazier |
June 14, 2023 |
Business Succession Planning - NAEPC Webinar
Prof. Peter J. Strauss |
June 13, 2023 |
Mediation in Estate and Trust Administration - Sponsored by Prunty Law
Honorable Nancy Becker (Ret.), Advanced Resolution Management, and Honorable Janet Berry (Ret.), Judge Janet Berry Mediation & Arbitration Services |
June 8, 2023 |
Business Succession Planning - NAEPC Webinar sponsored by PBS Reno
James S. Aussem, JD, AEP® (Distinguished) |
May 24, 2023 |
A Three-Part Event: How to Avoid and What to do if Audited by the IRS, Great Wealth Transfer and Ethical Leadership
Michael Gregory |
May 10, 2023 |
The Elegant Divorce - NAEPC Webinar sponsored by Renown Foundation
Lisa M. Cukier, JD |
April 25, 2023 |
NBA Nevada Trust Conference - Las Vegas
Top Level Speakers |
April 19, 2023 |
NAEPC Webinar Your Clients Want a KISS Plan, but the IRS May Have the Last Dance—Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax
Miriam Wogan Henry |
April 11, 2023 |
Financial Planning Implications of the Secure Act 2.0
Jim Marren, CFP, Jenny Chappell, CFP, and Tayler Kottinger |
March 14, 2023 |
Estate Planning for ESOP Sellers – Considerations for Closely Held Businesses
Michael Harden and Mark Lobb |
March 8, 2023 |
Powerful Trust Laws to Combat Future Uncertainties - NAEPC Webinar sponsored by Dunham Trust
Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP |
February 14, 2023 |
Business Valuation – From Estate Planning to Exit Planning
Michelle Salazar and Darrin Maddox |
January 26, 2023 |
Philanthropy & Dementia - Joint Event with PGRT
Lani McCollar and Rob Hoffman |
December 8, 2022 |
Pre and Post Marital Planning vis a vis Estate Planning Part II
Soraya Aguirre |
October 19, 2022 |
Pre and Post Marital Planning vis a vis Estate Planning
Soraya Aguirre |
September 22, 2022 |
Annual Membership Dinner
Bill Carlos, May Arboretum Horticulturist |
June 15, 2022 |
Organ Donation
Christina Strong |
May 17, 2022 |
How to Help Families of Affinity Flourish Generations Into the Future; Charitable Tax Planning; Estate Planning Paralysis
James E. Hughes, Jr. and Justin Miller |
April 20, 2022 |
The Modern Trust – providing clients with protection and flexibility
Darcy Houghton - Blanchard Krasner & French – Attorney at Law |
April 20, 2022 |
NAEPC Webinar - Ten Ways to Protect Your Client's Digital Assets
Betsy L. Ehrenberg |
March 15, 2022 |
Probate and the Pandemic: Primary Legislative Changes AB 318
Jeffrey P. Luszeck and Alan D. Freer |
March 1, 2022 |
NBA Trust Conference
See attachment for list of speakers |
February 16, 2022 |
Charitable Planning from the Simple to the Sophisticated
Stephanie Casteel |
January 18, 2022 |
Modifying Irrevocable Trusts-Decanting, Non-judicial Settlement Agreements, Powers of Appointment and Trust Protectors
Kristen E. Simmons |
December 31, 2021 |
EPCNN Zoom Meeting Sponsor
Zoom Meetings |
December 31, 2021 |
SPONSOR REGISTRATION for NAEPC Webinars
Various |
December 15, 2021 |
Obtaining your AEP®: How to distinguish yourself as a recognized estate planning professional
Susan Austin-Carney, JD and Eleanor M. Spuhler |
December 14, 2021 |
EPCNN and PGRT Holiday Party
EPCNN and PGRT Holiday Party |
November 16, 2021 |
SECURE Act: What You Need to Know
G. Neff McGhie, III, EA, MSPA |
November 2, 2021 |
NAEPC Annual Conference
|
October 20, 2021 |
Wealth Preservation and Migration Planning
Mark Lobb, Partner and Co-Founder at Lobb & Plewe LL |
September 21, 2021 |
An Outlook: Where our local economy is headed
Brian Bonnenfant |
June 16, 2021 |
Improving Retirement Planning from Cash Balance to Group Plans
Pam Mayer and Trey Galuppi |
May 20, 2021 |
State Law Pitfalls: Don’t Step In It When Your Client Steps Across State Lines and Anticipating Will Contests and How to Avoid Them
Gerry W. Beyer, JD, LL.M, JSD |
April 21, 2021 |
The Tsunami Continues to Roll In
Jonathan Blattmachr |
March 16, 2021 |
Identifying and Discussing the Income Tax Elections in the Trust & Estate Taxation
Keith Schiller |
March 10, 2021 |
NAEPC Webinar - The Future Client and Future Advisor
NAEPC Webinar |
February 17, 2021 |
EPCNN Carson City Meeting - Keeping The End In Mind
Robert Glaser, VP & Senior Director, BNY Mellon Wealth Management |
January 19, 2021 |
Aaron Hegji-Why and How are Californian's Fleeing
Aaron Hegji, JD |
December 16, 2020 |
How to Leverage Your Estate Planning Council Membership in Changing Times!
President's Message, Susan Austin-Carney, JD, Eleanor Spuhler |
December 9, 2020 |
NAEPC WEBINAR - Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress |
November 17, 2020 |
Peter Myers - Recent Developments in Trusts & Estates Law
Peter Myers |
October 21, 2020 |
Alan Gassman - Dynamic Planning with Irrevocable Trusts After TRA 2017
Alan Gassman |
October 14, 2020 |
NAEPC WEBINAR - Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel |
September 29, 2020 |
Joint event with PGRT: When The Stars Align: Why 2020 Is The Year For Charitable Gifts
John Kraemer, Partner at Wealthpoint |
September 15, 2020 |
Robert Wood - IRS Tax Dispute Checklist, including procedure, timing, decisions, mistakes
Robert W. Wood, Managing Partner |
September 9, 2020 |
NAEPC Webinar - Zen and the Art of Trust Modification
Susan T. Bart, JD |
September 1, 2020 |
Zoom Meeting with the PGRT - Raising Major Gifts of Assets in the Aftermath of Covid-19: New Strategies for a New World
Dr. Russell James, Ph.D., J.D., CFP |
August 12, 2020 |
NAEPC Webinar - Creative Ways to Fund Business Owner Retirement
Vincent M. D’Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished) |
July 21, 2020 |
Reno Breakfast Meeting
TBD |
July 8, 2020 |
NAEPC Webinar
TBD |
June 17, 2020 |
Carson City Breakfast Meeting - Digital Asset Planning
Luke Welmerink |
June 10, 2020 |
NAEPC Webinar - Planning Team Revenue Opportunities Generated by New Tax Law
Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished) |
May 13, 2020 |
NAEPC Webinar - Topic TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) |
May 7, 2020 |
Annual May Event
Alan Gassman and Peter Meyers |
May 7, 2020 |
Annual May Event Sponsorships
Peter Meyers and Alan Gassman |
April 15, 2020 |
Carson City Breakfast Meeting
TBD |
April 8, 2020 |
NAEPC Webinar - The Ethical Considerations of NYS DFS Reg 187
Steven S. Zeiger, CEBS, TEP |
March 17, 2020 |
CANCELED - Reno Breakfast Meeting - Reciprocal Trust Doctrine and Sham Trust Doctrine: How the IRS uses trust drafting or client’s behavior to attach otherwise legally valid trusts.
Aaron Hegji, Attorney Lobb & Plewe |
March 11, 2020 |
NAEPC Webinar - Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP® |
February 19, 2020 |
Carson City Breakfast - CRM Data Management
Erin Schiller |
February 12, 2020 |
NAEPC Webinar - Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP® |
January 29, 2020 |
Complimentary Sponsored Webinar: Life Settlement Legal and Ethical Responsibility
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV |
January 21, 2020 |
Reno Meeting - Hot Topics 2020
Joe Strazzeri, Esq., CEPA |
January 8, 2020 |
NAEPC WEBINAR - The NEW Reverse Mortgage Hosted by Ludmila CPA
Don Graves, RICP®, CLTC®, CSA |
December 31, 2019 |
SPONSOR REGISTRATION for EPCNN hosted Webinars
Various |
December 18, 2019 |
Breakfast Meeting - Carson City
President’s Message, Member Benefits and The Year To Come |
December 11, 2019 |
FENNEMORE CRAIG HOSTS NAEPC WEBINAR - Longevity
Cynthia L. Hutchins, CRPC, CIMA |
December 10, 2019 |
EPCNN & PGRT Holiday Party Sponsored by Whittier Trust
|
November 19, 2019 |
Qualified Opportunity Funds
Greg Singer, SVP and Investment Director - Capital Group |
October 16, 2019 |
Elder Law and Special Needs Planning - NAEPC Webinar
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished) |
October 16, 2019 |
CANCELED Legislative Update - Breakfast Meeting Carson City
TBD |
September 17, 2019 |
Mathematics of Estate Planning - Rick Albrecht, Esq
Richard J. Albrecht, Esq |
September 11, 2019 |
Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart - NAEPC Webinar
Steve J. Oshins, JD, AEP® (Distinguished) |
September 5, 2019 |
The Melton Family Case - NAEPC Webinar
Philip B. Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®, Tony Macklin, CAP®, Jennie Zioncheck, CAP®, MFT |
August 23, 2019 |
President's Dinner & Annual Meeting - A Historical Tour of the Mob in America, Including a Stop in Reno!
Geoff Schumacher, Director of Content, Mob Museum, Las Vegas |
August 21, 2019 |
Using a HECM to Extend Retirement Assets for your Lifetime - Breakfast Meeting - Carson City
Kerry McKinney |
August 14, 2019 |
BERGE & COMPANY CPA HOSTS NAEPC WEBINAR - Technology in Your Practice
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished) |
July 10, 2019 |
WELLS FARGO HOSTS NAEPC WEBINAR - Attorney-Client Privilege in a Team Environment
Kim Kamin, JD, AEP® and David Blickenstaff, JD |
June 19, 2019 |
BUSINESS EXIT PLANNING: AVOIDING COMMON TAX TRAPS
Scott T. Wait, CPA |
June 12, 2019 |
AGUIRRE RILEY, P.C. HOSTS NAEPC WEBINAR - Ethical Wills
Eric Weiner, PhD |
May 30, 2019 |
Annual May Event - Sponsorship Information
Paul Lee, J.D. LLM |
May 30, 2019 |
Top Tax & Estate Planning Techniques after "Tax Reform" & Qualified Small Business Stock: The Quest for Quantum Exclusions (Queries, Qualms, and Qualifications) - Paul Lee
Paul Lee, J.D. LLM |
May 8, 2019 |
Jacklyn Lynch hosts NAEPC Webinar - The Generational Solution
Leonard Renier |
April 17, 2019 |
The Reformation of Guardianship Laws In Nevada: Perspective & Update Since The 2017 Enactment - Carson City Breakfast Meeting
Ryan J. Earl |
April 10, 2019 |
Qualified Opportunity Zones - NAEPC Webinar
Marc L. Schultz, Esq. |
March 19, 2019 |
Heir Turbulence Ahead - Sometimes You Can See It Coming
Jeffrey Galvin, J.D. |
March 13, 2019 |
NAEPC WEBINAR - Succession Planning may not take a tough SOB (Specialist on Board), but are you up to it?
Peter J. Merrick, BA, FMA, CFP®, TEP, FCSI, DTM |
February 27, 2019 |
NAEPC COMPLIMENTARY WEBINAR
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV Complimentary Sponsored Webinar |
February 20, 2019 |
Real Property Sales in the Probate Environment - Carson City
Amy Shocket, Broker |
February 13, 2019 |
WELLS FARGO HOSTS NAEPC WEBINAR - Working Well with Widows
Kathleen M. Rehl, Ph.D. |
January 15, 2019 |
Planning for Unique, Illiquid, Illegal and Unusual Assets: Good Grief, Grandma’s Got a Gun Collection!
Wendy Goffe, JD |
January 9, 2019 |
BERGE & COMPANY CPA HOSTS NAEPC WEBINAR - Managing Long-Term Care Costs; Longevity Annuities
Jamie Patrick Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP® |
December 19, 2018 |
Breakfast Meeting - Carson City
Jim Marren - EPCNN President |
December 12, 2018 |
NAEPC Webinar: Post-Mortem Estate Planning
Jeremiah W. Doyle, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished) |
November 13, 2018 |
An Introduction to Blockchain
Ryan Griffiths |
October 17, 2018 |
Ethics Issues in Estate Planning
Kait Flocchini |
October 10, 2018 |
October NAEPC Webinar - Blended Gifts for Boomers
A. Charles Schultz, JD |
September 20, 2018 |
NEVADA FAMILY WEALTH HOSTS THE 2ND SEPTEMBER NAEPC WEBINAR - The Multidisciplinary Team Approach to Estate Planning: More Important Than Ever After Tax Reform
S. Mark Alton, Theodore Kurlowicz, Blake Melton, John A. Warnick and Moderator John T. Midgett |
September 18, 2018 |
“The Modern Trust – The Art of Properly (and Effectively) Passing and receiving Wealth”
Richard A Oshins |
September 5, 2018 |
PLUMAS BANK hosts NAEPC Webinar - Professional Collaboration
Heidi K. Gardner |
August 22, 2018 |
President's Dinner and Annual Meeting
Bill Douglass, Co-Founder of the Center for Basque Studies at the University of Nevada, Reno |
August 15, 2018 |
August Breakfast Meeting - Basis Consistency Reporting
Andi Moser and Benjamin Clement |
August 8, 2018 |
EPCNN & DUNHAM TRUST COMPANY HOST AUGUST NAEPC WEBINAR
Betsy Brill, MBA; Laura Malone, CAP®, CEPA; Jennifer Klein Strauss, JD |
July 18, 2018 |
EPCNN and WELLS FARGO host July NAEPC WEBINAR
Natalie B. Choate |
July 12, 2018 |
Duties of a Successor Trustee - Special Seminar presented by the Community Foundation
Mark Dreschler |
June 20, 2018 |
June Breakfast Meeting - Self-Directed IRAs and Potential Pitfalls
Deborah A. Erdmann, QKA, CISP |
June 6, 2018 |
EPCNN & PERSING PROFESSIONAL GROUP HOST - JUNE NAEPC WEBINAR
Joshua S. Rubenstein, JD, AEP® (Distinguished) |
May 31, 2018 |
ANNUAL MAY EVENT - Sponsorship Information
Eden Rose Brown |
May 31, 2018 |
EPCNN Annual CE Event
Eden Rose Brown |
May 9, 2018 |
EPCNN & Dunham Trust Host - May NAEPC Webinar
Lawrence Brody, JD, LL.M., AEP® (Distinguished) |
April 25, 2018 |
NAEPC Webinar: S.A.V.E. Yourself (not your usual estate planning topic)
Chad Sheehan |
April 18, 2018 |
April Breakfast Meeting - Grantor Trust Status
Sarah E. Baley, Esq. |
March 20, 2018 |
The Beneficiary Defective Inheritor's Trust "BDIT"
Mike Halloran, CFP, AEP (Distinguished), ChFC, CLU |
March 14, 2018 |
EPCNN Hosted - NAEPC Webinar: High Tax Free Compounded Returns: The Keys to Building Wealth and Accomplishing Significant Financial Planning
Jonathan Blattmacher & Jeff Glickman |
February 21, 2018 |
February Breakfast Meeting - Administration of the Special Needs Trust
Cassandra Jones |
January 16, 2018 |
Breakfast Meeting - Estate and Family Planning When There is an Addiction (The Problem Child)
James T. Swink, CLU, ChFC, Vice President - Raymond James Insurance Group |
December 20, 2017 |
Carson City December Breakfast Meeting - Member Benefits
Leadership Team |
November 14, 2017 |
Breakfast Meeting - Income Taxation of Trusts & Estates - What every Estate Planner Should Know
Justin Miller, National Wealth Strategist, BNY Mellon Wealth Management |
October 18, 2017 |
Carson City Breakfast Meeting - Working with Business Valuation Professionals
Russ Duckworth, CFA, JD |
October 11, 2017 |
NAEPC Webinar: Integrating Asset Protection Planning Into Your Estate Planning Practice
Douglass S. Lodmell, JD, LL.M. Managing Partner & Co-Founder, Lodmell & Lodmell |
September 13, 2017 |
(Registration Closed) NAEPC Webinar: The Perfect Modern Trust Including Income Tax Sheltering Opportunities
Richard Oshins, JD LL.M, MBA, AEP (Distinguished) |
September 12, 2017 |
What If? Practice Succession For The Retiring, Disabled or Deceased Attorney…And Other Professional Licensees
S. Craig Stone, II, JD, CFP |
August 16, 2017 |
(Registration Closed) The Top 10 Things Advisors Should (But Do Not) Know About Life Insurance
Michael Norman, CLU® |
August 9, 2017 |
Robert G.Alexander Webinar
Gideon Rothschild, JD, CPA, AEP |
July 20, 2017 |
Annual Meeting & Dinner Event
Marty Burbank, Esq. |
July 12, 2017 |
(NAEPC Webinar) Meet the Rileys: Can this Case be Closed?
Philip Cubeta, CLU, ChFC, MSFS, CAP |
June 27, 2017 |
Program Committee Meeting
|
June 21, 2017 |
Carson City Breakfast Meeting - Nevada's ABLE Act program by Bryce Rader
Bryce Rader |
May 31, 2017 |
2017 EPCNN SPONSORSHIP OPPORTUNITIES
David K. Cahoone |
May 18, 2017 |
EPCNN ANNUAL CE EVENT
David Cahoone |
April 25, 2017 |
Program Committee Meeting
|
April 19, 2017 |
Carson City Breakfast Meeting - Deciphering Medicaid for the High Net Worth Planner
Cassandra G. Jones, Esq |
March 28, 2017 |
Program Committee Meeting
|
March 14, 2017 |
Reno Breakfast Meeting - ETHICS
Nancy B. Rapoport, Professor, Boyd School of Law, UNLV |
March 8, 2017 |
Bob Alexandar Webinar
Jerome M. Hesch, MBA, JD, AEP (distinguished) |
March 2, 2017 |
Committee Meeting
|
February 15, 2017 |
Carson City Breakfast Meeting - Investing for Trusts and Estates
Heidi Foster CFP® |
February 8, 2017 |
NAEPC Webinar: Powers of Appointment
Turney P. Berry, JD, AEP (Distinguished) |
February 2, 2017 |
Committee Meeting
|
January 31, 2017 |
Sacramento Technical Forum
M. Read Moore, John Prokey, Mark Higgins, Shane Nolan & Matt Clausen |
January 24, 2017 |
Robert G. Alexander Webinar Series
Kim O'Brien, MBA; Richard M. Weber, MBA, CLU®, AEP® (Distinguished) |
January 10, 2017 |
Reno Breakfast Meeting - Understanding Current Trends in Asset Protection Planning
Kristen Simmons |
January 5, 2017 |
Committee Meeting
|
December 21, 2016 |
Carson City December Breakfast Meeting - 12/21/2016 - Member Benefits
Update on Member Benefits with extended networking |
December 1, 2016 |
Committee Meeting
committee meeting only |
November 8, 2016 |
November Breakfast Meeting - 11/8/2016 - The New Age of Charitable Planning
Peter S. Myers |
October 26, 2016 |
Navigating the Financial and Estate Planning Challenges in Saving for College
Darcy K. Houghton, Esq. |
September 20, 2016 |
September Meeting - 9/20/2016 - Using Charitable Remainder & Charitable Lead Trusts
Mr. Robert Goodman |
August 17, 2016 |
Common Techniques and Best Practices of Sound Planned Giving
Aaron Bart Fricke, JD |
July 14, 2016 |
Take me out to the Ballgame
Annual Meeting & Officer Elections |
June 15, 2016 |
Modifying Trusts Through Decanting
Nicole Vance, Esq. |
May 10, 2016 |
Annual May CLE Event
Robert B. Fleming |
April 20, 2016 |
How Will A Long Term Care Event Affect Your Estate Plan?
Dennis Eckmeyer, ChFC, CLU, LUTCF |
April 15, 2016 |
May Event Sponsorships
Robert Fleming |
March 15, 2016 |
Understanding Qualified Longevity Annuity Contracts (QLAC) Using Fixed, Deferred Income Annuities
Michelle P. O'Haren JD, LLM, CPA, CFP®, ChFC |
March 1, 2016 |
The Planned Giving Roundtable of Northern Nevada presents: Building a Community of Philanthropy through Charitable Giving
Johni Hays, JD, FCEP, SVP |
February 17, 2016 |
GST Planning - Getting it Right
Tim Riley - Holland & Hart |
January 19, 2016 |
Economic Update and Interesting News
Bob Fields |
December 16, 2015 |
December Holiday Breakfast and Membership Update
Lori Lucas, Vice President |
November 10, 2015 |
The Intersection of Estate Planning & Family Law
Gary Silverman |
October 21, 2015 |
EVENT SOLD OUT SB 484: Revised Trust Accounting Rules
Michaelle Rafferty |
September 22, 2015 |
A Night of Standup Comedy with Sally Mauldin Comedienne
Sally Mauldin |
August 19, 2015 |
Physiological Effects of Change
Susan Strating & Bradley Harries, NeuroSense Consulting |
July 14, 2015 |
Art Law - Everything You Have Ever Wanted to Know
Joy Berus, Esq. |
June 17, 2015 |
2015 Legislative Changes that Affect You and Your Clients
Julia Gold, Esq. |
May 15, 2015 |
The Top 30 Tax Planning Opportunities for 2015
Robert S. Keebler, CPA, MST, AEP (Distinguished) |
April 22, 2015 |
Myths about Trust Administration
Mark Dreschler |
March 10, 2015 |
Sophisticated Applications of Common Charitable Giving Techniques
Stephanie B. Casteel |
February 18, 2015 |
A Charity's Perspective on Incorporating Charitable Gift Planning into Current Financial Planning and Estate Plans
Christopher Askin, CSPG, CFRE |
January 20, 2015 |
Current State of Discount Valuations
Thomas C. Berg, Jr., CFA, ASA, CVA |
December 17, 2014 |
Holiday Mixer & State of the Council
EPCNN President Heidi Foster |
November 12, 2014 |
When Section 469 met Section 1411: The Not-So Romantic Comedy
David H. Kirk |
November 12, 2014 |
When Section 469 met Section 1411: The Not-So Romantic Comedy
David H. Kirk |
October 15, 2014 |
Gary Silverman does not think estate planners screw up divorces any more than divorce lawyers do -- some suggestions for both of us
Gary R. Silverman, Esq. |
September 11, 2014 |
Art, Stories, Collections and Museums
David Walker |
August 20, 2014 |
The Importance of a Nevada Appeals Court to Business and Trust Development
Justice James W. Hardesty |
July 8, 2014 |
The UPIA and TOLI: The Impossible Dream or A Match Made in Heaven
Gary Flotron, Robert Armstrong |
June 18, 2014 |
How to Avoid Playing Family Feud With the Money in your IRA
Tom Walker |
May 22, 2014 |
Family and Charitable Planning for the 3.8% Surtax and for Retirement Accounts
Chris Hoyt |
April 16, 2014 |
Nevada Asset Protection Trusts
Scott Gunderson |
March 11, 2014 |
Venn Diagram: Meet Me at the Intersection of Estate & Income Tax (Planning for the ATRA-Math)
Paul Lee |
February 19, 2014 |
Disenfranchising Yourself from the Franchise Tax Board
Jason Morris, Esq. |
January 14, 2014 |
Social and Legal Issues in Eldercare
Henry W. Cavallera |
December 18, 2013 |
Christmas Celebration and Carson City Member Update
Scott Wait, CPA |
November 12, 2013 |
Trends in Planned Giving
John K Carothers, Vice President for Development and Alumni Relations |
October 16, 2013 |
Trustee Bootcamp
Jamie Kalicki |
September 19, 2013 |
Creativity - The Next New Skill
JoAnn R. Corley |
August 21, 2013 |
Kids are Back in School and College is Around the Corner
Jeff Whitaker, Waddell & Reed |
July 9, 2013 |
New Legislation in 2013
Julia Gold |
June 19, 2013 |
Fundamentals of Elder Services
Susan Johnson, CTFA Vice President and National Business Operations Manager of Elder Services |
May 22, 2013 |
Pitfalls and Opportunities - Recent Developments for Estate & Tax Planning in 2013
Stanley M. Johanson, Professor of Law at the University of Texas at Austin |
April 17, 2013 |
How ILITs and Life Insurance Protect Estate Assets through Liquidity Planning
Len Simon, Waddell & Reed |
March 12, 2013 |
The Role of a Trust Protector
Scott Gunderson, Attorney at Law |
February 20, 2013 |
Income Tax Overview, Highlighting Provisions of the Affordable Care Act and the 2012 Taxpayer Relief
Leslie Daane, CPA of Barnard Vogler |
January 8, 2013 |
Economy: Fiscal Cliff - What Now?
Andrew Revell, Vice President with PIMCO |
December 19, 2012 |
Christmas Mixer
None |
November 13, 2012 |
The Impact the Election has on Estate and Tax Planning and Interesting Results of Recent Court Cases
Dr. Sonja Pippin |
October 17, 2012 |
"Issues Relating to the Preparation of Form 706, Including Portability"
Dan Gerety, CPA |
September 25, 2012 |
Annual Dinner
Chris Cox - Amplitude |
August 15, 2012 |
Optimizing Your Client's Business Value For Succession- A Team Approach
Scott Wait, CPA |
July 10, 2012 |
Legal Rules For Investing Retirement Trust Assets
L. Robert LeGoy, Jr., Esq. |
June 20, 2012 |
Business Valuations From An Estate Planning Perspective
Thomas C. Berg, CFA, ASA, AVA |
May 15, 2012 |
1) Gifting of Complex Property and 2) Asset Protection in Nevada
Reynolds Cafferata and Mark Merric |
April 18, 2012 |
Optimize Gift & Estate Planning Transactions by Integrating Balance Sheet & Cash Flow Statement
Aaron Squires, CPA, JD, CFP, CFA |
March 13, 2012 |
"National and Local Economic Perspectives in an Election Year: What to Watch Out For in 2012"
Dr. William R. Eadington |
February 15, 2012 |
Not Specified
Timothy Riley, Esq. |
January 10, 2012 |
"Living in Twilight-Adressing Physical and Cognitive Decline in Our Clients"
Keith Klove-Smith |
January 10, 2012 |
TBA
TBA |
December 14, 2011 |
Federal Transfer Tax Update: 2010 Key Changes and Beyond
Nicole Vance, Esq. |
December 14, 2011 |
Not Specified
Nicole Vance, Esq. |
November 8, 2011 |
Updated Reno Breakfast Meeting
Julia S. Gold, Esq. and Linda A. Bowman |
October 19, 2011 |
Carson City Breakfast Meeting-Cancelled
Nicole Vance |
October 6, 2011 |
2011/2012 Membership Renewal
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September 20, 2011 |
Dinner with Sam Donaldson; Register Today!
Samuel Donaldson - Noted Speaker! |
August 17, 2011 |
Carson City Breakfast Meeting
ESTATE and GIFT TAX RETURNS: Helpful Tips and Hurtful Tragedies |
July 12, 2011 |
Reno Breakfast Meeting
George Ashley, CPA, CVA, ABV |
June 15, 2011 |
Carson City Breakfast Meeting
Ryan Earl, Esq. |
May 24, 2011 |
The Ethical Professional: Why Ethics Matter in Client Relationships and How To Get and Keep Them
Marianne M. Jennings, Ph.D. |
April 20, 2011 |
2011 - A World of Opportunity for Fiduciaries and Individuals
Gene Harrison, CFA, CFP, CTFA |
March 8, 2011 |
Reno Breakfast Meeting
Scott Gunderson, Esq. |
February 9, 2011 |
Carson City Breakfast Meeting
Scott Gunderson |
January 11, 2011 |
Reno EPCNN Breakfast
Bart Mowry, CPA, J.D., LLM |
November 9, 2010 |
EPCNN Breakfast Meeting
Gordon Muir, Esq. |
September 29, 2010 |
EPC Annual Dinner
Kristen Remington of KTVN-News Channel 2 |
July 13, 2010 |
EPCNN Breakfast Meeting
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June 24, 2010 |
KNPB Mixer
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May 25, 2010 |
What Estate Planner's Need to Know Regarding Partnership and Corporate Tax
Samuel Donaldson |
March 9, 2010 |
EPCNN Breakfast Meeting
Ernest J. Maupin, Esq. |
February 10, 2010 |
Nevada Legislative Update
Matt Gray and Julia Gold |
January 12, 2010 |
EPCNN Breakfast
Linda Bowman, Probate Commissioner |
December 9, 2009 |
Breakfast Meeting - Carson City
Scott Gunderson |
December 8, 2009 |
Holiday Social
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November 10, 2009 |
Breakfast Meeting - Peppermill
Matt Gray and Julia Gold |
October 14, 2009 |
Breakfast Meeting - Carson City
Doug Clark, Esq. - Estate Litigation |
September 29, 2009 |
EPC Annual Dinner & Thank You Pres. Leslie
Jennifer Webb of Magic Communications |
September 1, 2009 |
2009/2010 Membership Renewal
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August 12, 2009 |
Breakfast Meeting - Carson City
Donna Shilinsky - Guardianship Issues - Guardian Not Guard |
July 14, 2009 |
Breakfast Meeting - Peppermill
Chris Askins, Community Foundation of Western NV - ETHICAL WILLS |
June 10, 2009 |
Breakfast Meeting - Carson City
Joyce Newman - Personal Prop. Appraisal & Estate Planning |
May 15, 2009 |
Northern Nevada Estate Planner Conference - Peppermill - Reno NV
Jonathan Blattmachr, Dennis Roberts, Robert Burton |
April 21, 2009 |
Breakfast Meeting - Carson City
“Private Geriatric Care Management – what to do and when to intervene!� |
February 10, 2009 |
Breakfast Meeting - Carson City
Greg Crawford, CFP, Sierra Nevada Wealth Management, LLC |
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