Meeting Handouts

MEETING HANDOUTS:

2023-2024:

SEPTEMBER 7, 2023 (PAUL LEE)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%201%20of%202.pdf

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%202%20of%202.pdf

2022-2023

MAY 4, 2023 (DAVIS/WILLMS)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/HANDOUT%20Looking%20for%20Basis%20-%20davis%20willms%202023.pdf

APRIL 6, 2023 (STEVE AKERS)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20Estate%20Planning%20Tax%20Update%20Highlights%20Overview%2003%2030%2023.pdf

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20Heckerling%20Musings%202023%20and%20Estate%20Planning%20Current%20Developments%2003%2030%2023.pdf

MARCH 2, 2023 (MARVIN BLUM)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Life%20Insurance%20Planning%20Opportunities%20-%20Marvin%20Blum%20%28DEPC%203-2-2023%29.pdf

FEBRUARY 2, 2023 (DANIEL BRUNELLO)

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

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20presentation%202%202%2023.pdf

JANUARY 5, 2023 (DANIEL MCCARTHY)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/McCarthy%20Presentation%201%205%2023.pdf

DECEMBER 1, 2022 (AUBREY BOSWELL)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Presentation%20Handout%2012%201%2022.pdf

NOVEMBER 3, 2022 (CONNATSER/NOVAK)

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

OCTOBER 6, 2022 (HARRY WOLFF III)

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%20Estate%20Planning%20Considerations%20Following%20the%20Secure%20Act%20-%20Harry%20W.%20Wolff%20III.PDF

SEPTEMBER 1, 2022 (STACY EASTLAND):

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%2043%20Best%20Tax%20Planning%20Ideas%20for%20Trusts%20%281%29.pdf

https://www.dallasepc.org/assets/Councils/Dallas-TX/library/Handout%202%20Paper.pdf