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Thursday, September 1, 2022

Best Creative Tax Planning Ideas for Trusts

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Dallas Estate Planning Council

DALLAS ESTATE PLANNING COUNCIL

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Meeting Handouts

MEETING HANDOUTS:

2021-2022

​MAY 5, 2022 (TOM ROGERSON):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout.pdf

APRIL 7, 2022 (STEVE AKERS) 3 HANDOUTS:

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20for%20meeting%20Akers.pdf

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Akers%20Handout%20%202022%20Supplement-Summary.pdf

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Akers%20handout%203%20Highlights.pdf

MARCH 3, 2022 (JOHN ANDREWS)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Presentation%20for%20Handout.pdf

FEBRUARY 3, 2022 (JONATHAN TIDD)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Tidd%20Presentation.pdf

JANUARY 6, 2022 (JEFF CHADWICK)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20for%201%206%2022%20meeting.pdf

DECEMBER 2, 2021 (LESLIE KIEFER AMANN)

NOTE: 2 HANDOUTS

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Amann%20presentation%20paper.pdf

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Amann%20ppt.pdf

NOVEMBER 4, 2021 (REYNOLDS CAFFERATA)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Cafferata%20Presentation.pdf

OCTOBER 7, 2021 (KATY DAVID/BRAD FLETCHER)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Estate%20Planning%20Amidst%20Cryptocurrency%20Wealth%20Presentation.pdf

 

UPCOMING EVENTS

September 1, 2022

Best Creative Tax Planning Ideas for Trusts

Stacy Eastland

See Event Details

October 6, 2022

SECURE Act and Estate Planning Considerations for Retirement Plans

Harry Wolff

See Event Details

November 3, 2022

Effective Estate Planning Techniques/Divorce

Aubrey Connatser/Steve Novak

See Event Details

December 1, 2022

Creative Ways to Transfer Assets Without Any Remaining Exemption

Aubrey Boswell

See Event Details

See Full Calendar

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