Document Library

Categories

HANDOUTS 2022-2023

Document Name Date Added
APRIL 19 2023 HANDOUT (WILL FRAZIER)
handout Frazier.pdf (2770K)
2023-04-12
FEBRUARY 15 2023 HANDOUT (DAVID JOHNSON)
2 15 23 Handout Johnson.pdf (331K)
2023-02-10
DECEMBER 21 2022 HANDOUT (O'NEILL/DALEY)
Handout for Beyond Cash Dec 2022.pdf (1202K)
2022-12-19
OCTOBER 19 2022 HANDOUT (WAKEMAN)
22-10-19 - Christine Wakeman - Trust Alphabet Soup Paper 4861-7032-7091 1 (1).pdf (489K)
2022-10-17
SEPTEMBER 21 2022 HANDOUT 1 OF 2 (PEREZ)
Handout 1 New Rule Against Perpetuities.pdf (1191K)
2022-09-19
MAY 17, 2023 HANDOUT (RUSS LACOCK)
Tax Strategies for Family and Estate Planning .pdf (1413K)
2023-05-15
MARCH 15 2023 HANDOUT (MINDY JONES)
handout Jones.pdf (2426K)
2023-03-10
JANUARY 18 2023 HANDOUT (STEPH WAGNER)
Presentation 1 18 23.pdf (3088K)
2023-01-17
NOVEMBER 3 2022 JOINT MEETING (Connatser/Novak)
Handout.pdf (203K)
2022-11-01
SEPTEMBER 21 2022 HANDOUT 2 OF 2 (PEREZ)
Handout 2 Two Provisions to Include in Trusts Governed by the New TX RAP Period.pdf (454K)
2022-09-19

HANDOUTS 2023-2024

Document Name Date Added
FEBRUARY 21, 2024 HANDOUT (Matthew Hannan)
Handout Solution for 2023 Capital Gains - Cantor Perspectives.pdf (2281K)
2024-02-19
DECEMBER 7, 2023 HANDOUT (Leslie Amann)
Handout Shakespeare Lessons From the Bard.pdf (2446K)
2023-11-28
SEPTEMBER 20, 2023 HANDOUT (CHRISTIAN KELSO)
Handout It's All Greek to Me Kelso Christian.pdf (396K)
2023-09-18
MAY 15 2024 HANDOUT (Kimberly Loveland)
5 15 24 Handout Loveland.pdf (1633K)
2024-05-14
MARCH 20 2024 HANDOUT (Robert Smith/Steven Hare)
Death and Taxes Across Borders handout.pdf (427K)
2024-03-15
JANUARY 17, 2024 HANDOUT (Shannon Weber)
Handout 1 17 24.pdf (327K)
2024-01-12
NOVEMBER 15, 2023 HANDOUT (KATRINA PIPASTS)
HANDOUT Giving Today Planning for Tomorrow.pdf (711K)
2023-11-13
APRIL 17 2024 HANDOUT (David Johnson)
Handout UPDATED.pdf (517K)
2024-04-12

HANDOUTS 2024-2025

Document Name Date Added
NOVEMBER 20 2024 HANDOUT (Ungerman)
Handout IRS Audit & Litigation Trends for Estate & Gift Tax (11.2024).pdf (333K)
2024-11-18
SEPTEMBER 18 2024 HANDOUT (Shawn Tuma)
Tuma Handout 9 18 24.pdf (2036K)
2024-09-13
OCTOBER 15 2024 HANDOUT (Jim Roberts)
handout.pdf (1751K)
2024-10-14

MEMBERSHIP FORM

Document Name Date Added
June 1, 2024 - May 31, 2025 Membership Form
2024 2025 Membership form.pdf (96K)
2024-06-05