Business Valuation Group

Council Information

See:  2023 - 2024 Advertising/Sponsor Opportunities

CEPC 2023 - 2024 Monthly Program Schedule

DATE

TOPIC

SPEAKER

SPONSOR

September 13

Fostering Longevity for Family Wealth and Legacy: Critical Structural and Governance Decisions

Austine Fleming Aware Recipeint: Anita M. Sarafa, JP Morgan Private Bank

JP Morgan Private bank

October 18

These are a few of my favorite things - Managing and Planning for Collections During Life and At Death

Moderator - Stacy Singer, The Norther Trust Company

Fred Weber, ArentFox Schiff

Michael Darling, Museum Exchange

Tim Luke, Hindman Auction/Appraisals

BMO Wealth Management

November 8

The Sun That Rises Also Sets - Tax Planning in Anticipating of the Tac Cuts and Jobs Act 2025 Sunset

Suzanne Shier, Levenfeld Pearlstein

Joe Karczewski, Andersen

Fifth Third Private Bank

December 7

Practical Application of the ITC

Jane Ditelberg, The Northern Trust Company

Rebecca Wallenfelsz, Chapman & Cutler

The Northern Trust Company

November/December 2023

 WEBINAR: Corporate Transparency     Act

 Jim Cundiff and Danny Bell, McDermott Will & Emery  

January 18

Planning for the Business Owner: Differentiating Reality from Theory

Lous Harrison, Harrison LLP

CIBC Private Bank

February 15

Recent Developments

Ryan Walsh, Croke Fairchild Duarte & Beres

Business Valuation Group, Inc.

March 21

There's No Place Like Home

Krik Hoopingarner, Quarles & Brady LLP

The Chicago Trust Company

April 18

Not your Everyday Trusts: What You Need to Know About SLANTs, INGs, BDITs and Other Nonconventional Estate Planning Techiques

Karin Prangley, Brown Brothers Harriman & Company

David Allen, Katten

Wells Fargo Advisors

May 16

Confidentiality Breach or Not: Revealing Information About a Client's Testamentary Docuemtns Post-Mortem

Dr. Gerry Beyer, Texas Tech University School of Law

Stout

June 13

Gray Divorce: Estate Planning Tools

Beth McCormack, Beermann, LLP

Michelle Canerday, Holland & Hart, LLP

Altair Advisers

 

All monthly program meetings will be held from Noon – 1:30 p.m. via Zoom


Past Program, Webinar and Workshop Topics and Speakers

—Archived Events By Year

2021 - 2022 CEPC LUNCHEON PROGRAMS SCHEDULE

DATE

TOPIC

SPEAKER

SPONSOR

September 23

The Future of Philanthropy and How Wealth Advisors Can Maximize Philanthropic Impact for High Net Worth Clients

Austin Fleming Distinguished Service Award Recipient

Stout

October 21

Federal Legislation Impacting the T&E World

Beth Kaufman, Caplin & Drysdale

CIBC Private Bank

November 18

SLATs

David Handler, Kirkland & Ellis LLP

BMO Wealth Management

December 16

Charitable Lead Trust Primer    

Stevie Casteel, Snell & Wilmer LLP

Lawrence Katzenstein, Thomas Coburn LLP

Wells Fargo Private Bank

January 20

Pivot Planning and Drafting to Maximize Flexibility

Christine Quigley, Allison Pfeifle, and Joanna Morrison, Schiff Hardin LLP

Fifth Third Bank

February 17

Recent Developments

Ryan Walsh, Hamilton Thies & Lorch LLP

The Chicago Trust Company, A Wintrust Wealth Management Co.

March 17

Securing the Right Result Under the New IRA Rules

Svetlana Bekman, The Northern Trust Company

The Northern Trust Company

April 21

Illinois Estate Tax Planning

Jason Ornduff, Harrison & Held LLP

Business Valuation Group, Inc.

May 19

Cannabis, Guns, Wine, Pets and More. Oh MY!: Planning for the Unexpected Assets

Wendy Goffe, Stoel Rives LLP

JPMorgan

June 16

Ethics: Implicit Bias

The Kaleidoscope Group, LLC

Altair Advisers

 

2020 - 2021 CEPC LUNCHEON PROGRAMS SCHEDULE

DATE

TOPIC

SPEAKER

SPONSOR

September 24

Austin Fleming Award Recipient

Generosity Amid Uncertainty: Silver Linings and Dark Clouds for Giving in the Midst of Uncertainty

Suzanne Shier, Northwestern University Law School

Altair Advisors

October 27

20/20 Vision: Drafting for the New Decade

Adam Damerow, Katten Muchin Rosenman LLP

Jane Ditelberg, The Northern Trust

Business Valuation Group, Inc.

November 17

Managing Fiduciary Issues in Challenging Times

Adam Clark, Anita Sarafa, & Monique Valbuena,

J.P. Morgan Private Bank

Stout

December 3

Estate Planning for Intellectual Property

Chang Chae, Hoffman, Sabban & Watenmaker

CIBC Private Wealth Management

January 27

Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose

Richard Franklin, Franklin Karibjanian & Law PLLC

Ray Odom, The Northern Trust

Northern Trust Company

February 18

2020 Recent Developments

Ryan Walsh, Hamilton Thies & Lorch LLP

BMO Wealth Management

March 18

What Every Estate Planner Needs to Know About Fiduciary Income Taxes

Brian Whitlock, Brian T. Whitlock, P.C.

 

JPMorgan

April 21

Family Investment Entities -

Securities Regulation and Tax Updates

Domingo Such, Perkins Coie LLP

 

Wintrust Wealth Management

May 20

Family Mediations and Settlements

Michelle Canerday, Katten Muchin Rosenman LLP

Jim Carey, Levin Schreder & Carey, LTD

Fred Sperling, Schiff Hardin LLP

Herman Agency, Inc.

June 9

ETHICS: Dealing with Financial Exploitation of an Elderly Person

Deborah Cole, Hoogendoorn & Talbot LLP

Caroline Manley, Center for Disability & Elder Law

Dawn Lawkowski-Keller, Cook County Public Guardian's Office

Fifth Third Private Bank

 

2019 - 2020 CEPC LUNCHEON PROGRAMS SCHEDULE

DATE

TOPIC

SPEAKER

Sponsor

September 18

Austin Fleming Award Recipient

Trends and Changes in the Estate Planning Arena in the Past (and What We Can Learn from Them for the Present and the Future)

Christine L. Albright,

Holland & Knight LLP

 

2019 Austin Fleming Distinguished Service Award Recipient

BMO Wealth Management

October 24

 

Choose Your Own Adventure: A Comparison of Private Foundations, Public Charities, and Other Giving Vehicles

Jason Baxendale,

The Chicago Community Trust

Clare G. Golla,

Bernstein Private Wealth Management

Neil T. Kawashima,

McDermott Will & Emery LLP

Moderator: Marguerite H. Griffin,

The Northern Trust Company

Altair Advisers

November 13

The Next Generation Illinois Trust Code

Susan T. Bart,

Schiff Hardin LLP

CIBC

December 12

Qualified Opportunity Zones: What Estate Planners Need to Know

N. Todd Angkatavanich,

Ernst & Young

Benetta Park Jenson,

J.P. Morgan Private Bank

Stout

January 22

Do As I Say, Not As I Write: Perspectives on Drafting, Administration and Beyond

Thomas W. Abendroth,

Schiff Hardin LLP

Ray J. Koenig III

Clark Hill PLC

Stacy E. Singer,

The Northern Trust Company

The Northern Trust Company

February 20

2019 Recent Developments: Selected Federal and Illinois Cases, Rulings and Statutes

Ryan A. Walsh,

Hamilton Thies & Lorch LLP

 

Business Valuation Group, Inc.

March 12

Pre-transaction Planning for Family Businesses

David A. Handler,

Kirkland & Ellis LLP

 

J.P. Morgan Private Bank

April 23

How Irrevocable is Irrevocable? Ways To Modify Irrevocable Trusts Under Illinois Law

Rebecca Wallenfelsz,

Chapman and Cutler LLP

Fifth Third Private Bank

May 14

Insurance Trusts After Tax Reform-What to Do with Old Ones, and How to Draft New Ones

Lawrence Brody,

Bryan Cave Leighton Paisner LLP

 

Wintrust Wealth Management: The Chicago Trust Company

June 10

Ethics Tips in a Changing World

Lorraine Cavataio,

Sandberg Phoenix

 

Herman Agency

 

2018 - 2019 CEPC LUNCHEON PROGRAMS SCHEDULE

DATE

TOPIC

SPEAKER

SPONSOR

September 25, 2018

Choice of Entity in Light of 2017 Tax Law Changes

Steve Gorin,

Thompson Coburn LLP

Northern Trust Company

October 18

 

Charitable Giving for Entrepreneurs after TCJA

 

Brian Whitlock

Brian T. Whitlock, P.C.

2018 Austin Fleming Award Recipient

MB Wealth Management

November 2

Workshop: Basics of Charitable Planning

Pat Bitterman,

Quarles & Brady

Quarles & Brady

November 7

Workshop: Supplemental Needs Planning

Larry Rivkin,

Rivkin & Rivkin

Mesirow Financial

November 7

Webinar:

Uniform Powers of Appointment Act

Susan Snyder and

Kathleen Eggers Buchar,

The Northern Trust Company

 

November 14

Dealing w/Basis Planning and Income Taxation (and other higher lifetime exemption planning)

Jim Raaf,

Andersen Tax LLC

Stout

November 15

Basics Course: Part 1

Introduction to Estate Planning

Eileen Trost, Freeborn & Peters;

Janet Montgomery, Daluga Boland & Montgomery

Freeborn & Peters

 

Taft Stettinius & Hollister

December 13

Tax and Estate Planning for Crypto Assets

Andrew “Drew” Hinkes,

Athena Blockchain

Altair Advisers

January 9, 2019

Basics Course – Part 2

Overview of Estate, Gift and Generation-Skipping Transfer Tax

Christine Quigley, Schiff Hardin;

Steve Bonneau, The Northern Trust Company

Schiff Hardin

 

January 23

Basics Course – Part 3

Fidicuiary Responsibility and Income Tax Matters

Susan Bart, Schiff Hardin;

Michelle Huhnke, SFG&H

Paige Goepfert, Andersen Tax

Andersen Tax

January 24, 2019

Ethics: Estate Planning for Aging Population

Ben Neiburger, Generation Law Ltd

Martha Kern,

LifeCare Innovations

CIBC Private Wealth Management

January 30

Basics Course – Part 4

Drafting Estate Planning Documents

Erica Lord and Reetu Pepoff, Northern Trust;

Natalie Perry, Rathje Woodward LLC

 

Northern Trust

 

JNJ  & Associates

February 6

Basics Course – Part 5

Putting It All Together: Case Studies on Estate Planning and Reporting

Jeffrey Bergman, Charles Schwab Bank;

Rebecca Solomon,

Plante Moran

BMO Wealth Management

 

Plante Moran

 

 

February 21

2018 Recent Developments: Selected Federal and Illinois Statutes, Rulings and Cases

Ryan Walsh,

Hamilton Thies & Lorch LLP

BMO

Wealth Management

March 13

Changing Residency from IL for Business Owners, Executives, and Retirees

Tim Halleron and

Mary Kay Martire,

McDermott Will & Emery

Herman Agency, Inc.

April 18

Ethics:  The ABC and E(thics) of LGBTQ

Lauren Wolven,

Levenfeld Pearlstein, LLC

J.P. Morgan

Private Bank

April 23

Workshop: Planning for Younger Generations

Claudia Sangster

Emily Rustemeyer

The Northern Trust Company

The Northern Trust Company

April 25

Networking Breakfast

Members are encouraged to invite a non-member(s) who is in the industry and would be a potential candidate for membership. As you think about who to invite, keep in mind CEPC's goal of building a more diverse membership body, including racial, ethnic and gender diversity, and the next generation of estate planners.

Plante Moran

May (tbd)

Workshop: Beyond the Fundamentals:  Introduction to Trust Modification and Common Estate Tax Planning Techniques

 

Julie Pleshivoy, Taft Stettinius & Hollister

Christine Quigley,

Schiff Hardin

 

May 16

State Law Pitfalls: Don’t Step In It When Your Client Steps Across State Lines

Professor Gerry W. Beyer,

Texas Tech University School of Law

Wintrust

Wealth Management

June 12

 

FLP & LLC Planning Developments After Tax Reform

 

Louis Harrison

Harrison & Held

Business Valuation Group

August 12

ANNUAL GOLF & TENNIS OUTING

Ravinia Green Country Club Riverwoods, IL

 

2017 - 2018 CEPC Luncheon Programs, Webinars and Workshop Schedule

DATE

TOPIC

SPEAKER

SPONSOR

September 20, 2017

Do Trusts Really Create Trust Fund Babies?

Thomas W. Abendroth

Schiff Hardin

2017 Austin Fleming Award Recipient

MB Financial

October 17

 

Changing Views of Philanthropy as We Face 'The Great Wealth Transfer"

 

Brian Whitlock; Brian T. Whitlock, P.C.;

Kirk Hoopingarner, Quarles & Brady;

Shawn Donnelley,

Strategic Giving

Business Valuation Group

November 8, 2017

‘754 Does Not Mean

6 Minutes to 8’

Elliott Friedman, Friedman & Huey Assoc

CIBC

 

November 9, 2017

Workshop: Estate Administration Fundamentals

Julie Pleshivoy, Sugar Felsenthal Grais & Hammer;

Raquel Porter, BMO Harris

BMO Wealth Management

November 14, 2017

Workshop:  Trumping Uncertainty: A Comparative Study of GRATS, Installment Sales and Private Annuities in the Current Environment

Tom Pauloski,

Alliance Berstein’s Wealth Investment and Strategies Group

Alliance Bernstein’s Wealth Investment and Strategies Group

November 28, 2017

Networking Evening Event and Toy Drive

LaRabida Children’s Hospital

Recipient of Toy Drive

Fidelity Charitable

December 13, 2017

Estate and Income Tax Planning Considerations for IRA's and Qualified Plans: the IRA Provider’s View

 

Svetlana Bekman,

The  Northern Trust Company

Altair Advisers

January 10, 2018

Basics Course Part 1 – Drafting Estate Planning Instruments

Eileen Trost, Freeborn & Peters; Erica Lord and Reetu Pepoff, The Northern Trusts

Freeborn & Peters

January 16, 2018

Ethics:

Ethical Dilemmas for Estate and Business Planners in Representing Family Members

Janet Rae Montgomery,

Daluga, Boland & Montgomery, LLC

The Herman Agency

January 17, 2018

Basics Course Part 2 – Estate Gift and GST Tax

Christine Quigley, Schiff Hardin; Steve Bonneau, The Northern Trust

The Northern Trust

January 30, 2018

Webinar:

Tax and Wealth Planning 2018 – The Act for You

Suzanne Shier,

The Northern Trust

 

January 31, 2018

Basics Course Part 3 – Fiduciary Responsibility and Trust Taxation

Susan Bart, Schiff Hardin; Michelle Huhnke, Sugar Felsenthal Grais & Hammer; Tina Milligan, CTCmyCFO

Andersen Tax

February 7, 2018

Basics Course Part 4 –

Putting It All Together – Case Studies on Integrating and Planning and the Reporting

Jeffrey Bergman, Charles Schwab Bank;

 

February 21, 2018

2017 Recent Developments: Selected Federal and Illinois Statutes, rulings and Cases

Ryan Walsh,

Hamilton Thies & Lorch LLP

BMO Wealth Management

February 27, 2018

Workshop: Results Driven Networking – Seven Simple Steps to Develop a Stronger Network

Steve Fretzin, Author and Business Development Coach

CTCmyCFO

March 6, 2018

Workshop:  Discretionary Distributions: Drafting and Administering Along the Fiduciary Continuum

Holly Bailey, BMO Wealth Management;

Erica Lord, The Northern Trust Company

Barnes & Thornburg LLP

March 22, 2018

Demystifying Divorce for Estate Planning and Probate Professionals

Elizabeth Garlovsky, Robbins, Salomon & Patt;

Carrie Harrington, Levenfeld & Pearlstein

JP Morgan

April 19, 2018

Ethics:

Planning for Privacy in a Public World:  The Ethics and Mechanics of Protecting your Client’s Privacy and Personal Security

John Bergner,

Winstead PC;

Brian Hill, Computer Forensic Services

Stout

May 16, 2018

Life Insurance as a Funding Vehicle for Multi-Generational Wealth Transfer and Gift/Valuation Issues

Domingo Such,

Perkins Coie, LLP;

Rebecca Ryan, BNY Mellon Wealth Management

WinTrust Wealth Management Company

June 7, 2018

 

Tax and Estate Planning Considerations for Foreign Persons Owning US Assets and Vice Versa

 

Suzanne Shier, The Northern Trust Company;

Andrew Stone,

Kozusko Harris Duncan

The Northern Trust Company

2016-2017 LUNCHEON PROGRAMS

 

2016 - 2017 CEPC LUNCHEON PROGRAMS and EVENTS SCHEDULE

 

DATE

TOPIC

SPEAKER

*September 21, 2016

Illinois Descent & Distribution: Timeless Principles or Time for a Change?

Anne-Marie Rhodes, Professor, Loyola University Law School -

2016 Austin Fleming Award Recipient

September 22 - Webinar

11:30 a.m. – 12:30 p.m.

Webinar:  The Proposed 2704 Regulations Limiting Valuation Discounts Are Finally Here! Now What?

Richard Dees, McDermott Will & Emery

*October 18, 2016

Disabled Persons: Planning For and Implementation of Special Needs Trusts and Guardianship

Kristin Weaver, Northern Trust

Ray Koenig, Clark Hill

October 27

5– 6:30 Reception

7:00 Performance

Member Evening Event

Lyric Opera of Chicago/

The Second City Collaboration

*November 8, 2016

Trust and Estate Administration With Family Business Interests: Advising Fiduciaries

Christine Quigley and

David Blickenstaff,

Schiff  Hardin, LLP

*December 6, 2016

 Intersection of Family Businesses & Estate Planning  

David Herzig, Professor, Valparaiso University Law School

*January 19, 2017

Recent Income Tax Developments for Estate Planners

Robert Romanoff

Levenfeld Pearlstein, LLC

*February 23, 2017

2016 Recent Developments: Selected Federal and Illinois Statutes, rulings and Cases

Robert E. Hamilton

Hamilton Thies & Lorch LLP

*March 22, 2017

The Relevance of Probate In A Revocable Trust World

John Brooks, Foley & Lardner

Fred Weber, Northern Trust

*April 20, 2017

Family Business and NxG Development

Andrew Keyt, President of the Family Business Network North America and Clinical Professor of Family Business- Loyola University Chicago

April 25, 2017

Fundamentals Workshop:

Five Keys to Effective Time Management and Becominga Solid Networker

Steve Fretzin,

Author and Business Development Coach

 

April 27, 2017

Breakfast Networking Event

 

*May 17, 2017

Anatomy of a Will Contest

John Dadkis, Holland & Knight

May 23, 2017

8:30 – 10:45 a.m.

Fundamentals Workshop: Getting Comfortable With Life Insurance: Conceps, Products and Illustrations

Steve Fretzin, Author and Business Development Coach

*June 8, 2017

 

Ethics: Privilege -  Differences for Attorneys and Accountants

Terry Franklin, Sacks Glazier Franklin & Lodise, LLP;

Daniel Cook, Director at Deloitte Tax LLP

June 2017

Networking Evening Event

More Information to Come

June 2017

Fundamentals Workshop:

GST

Steve Bonneau, The Northern Trust Company

August 31, 2017

CEPC  Annual Golf & Tennis Outing –

Highland Park Country Club, Highland Park, IL

September 2017

Fundamentals Workshop:

Administering Your First Estate

Julie Pleshivoy, Sugar Felsenthal Grais & Hammer; and Raquel Porter, BMO Harris Bank

November 2017

Fundamentals Workshop:

Leveraged Wealth Strategies

Tom Pauloski, Bernstein Alliance

2015-2016 LUNCHEON PROGRAMS

 

2015 - 2016 CEPC LUNCHEON PROGRAM SCHEDULE

 

DATE

TOPIC

SPEAKER

September 9, 2015

Preserving Wealth and Family Values:  Reality Collides with Conventional Wisdom

 

David A. Handler, Kirkland & Ellis LLP

2015 Austin Fleming Award Recipient

October 1, 2015

Webinar -  Who’s Your Daddy/Mommy? The New Illinois Parentage Act: What Estate Planning Advisors Should Know

Kim Kamin, Gresham Partners – Moderator

Meighan Harmon,  Schiller DuCanto & Fleck

David Shayne, Holland & Knight

October 21, 2015

 

Tax Considerations in Litigation

 

David Baker, McDermott Will & Emery

November 10, 2015

Planning for Unusual Assets:  Yachts, Planes, Marijuana, Guns

Prof. Gerry Beyer                                                      Texas Tech University School of Law

December 9, 2015

Tricks and Traps of Trust Loans to Beneficiaries

Lauren J. Wolven, Levenfeld Pearlstein LLP          Carrie Harrington, Levenfeld Pearlstein LLP

January 20, 2016

Basics Course: Basics of Drafting Estate Planning Instruments

Erica Lord, The Northern Trust Company

Christine Quigley, Holland & Knight

Eileen Trost, Freeborn & Peters, LLP

January 21, 2016

Divided Trusteeship

Todd Flubacher,

Morris, Nichols, Arsht & Tunnell LLP

January 27, 2016

Basics Course: Basics of Preparing and Understanding Tax Returns

Michelle Huhnke, Sugar Felsenthal Grais & Hammer LLP;

Emily Kuo, Harrison & Held LLP;

David Lutrey, Lesser, Lutrey  McGlynn, LLP;

Tina Milligan, CTC MYCFO;

Audrey Young, McGladrey, LLC

February 3, 2016

Basics Course: Putting It All Together: Case Studies on Integrating the planning and the Reporting

Jeffrey Bergman, Schiff Hardin LLP

Michael Calahan, Plante Moran

Janet Montgomery, Daluga, Boland & Montgomery, LLC

February 18, 2016

2015 Recent Developments: Selected Federal and Illinois Statutes, rulings and Cases

Robert E. Hamilton

Hamilton Thies & Lorch LLP

March 23, 2016

Dealing with Basis Issues

Paul Lee, The Northern Trust Company

April 21, 2016

Ethics:                                       Ethical Considerations in Acting as An Executor or Trustee or Representing an Executor or Trustee:  Do you Really Want To Do This?

Charles D. (Skip) Fox, IV,                               McGuireWoods

 

May 18, 2016

A Panel Discussion:               Reviewing Financial Documents

Moderator:  Tina Milligan CTC MyCFO                  Lanny Levin, Lanny D. Levin Agency, Inc.                  Aaron Stumpf, Stout Risius Ross, Inc.                

Brian Whitlock, Plante Moran

June 9, 2016

Retirement Account ABCs

Robert Keebler, Keebler & Associates

June 23, 2016

Individual Retirement Accounts: Rules of the Road & Bumps Along the Way

Svetlana Bekman, The Northern Trust Company

 

2014-2015 CEPC LUNCHEON PROGRAMS

DATE

TOPIC

SPEAKER

September 11

Unlocking the Mysteries of the Illinois Estate Tax

Eileen B. Trost, Freeborn & Peters, LLP

2014 Austin Fleming Award Recipient

October 16

 

Panel Discussion

Modern Philanthropy:  Planning, Giving and Governance

 

Moderator:  Jason Baxendale, The Chicago Community Trust

Denise Chan, University of Chicago

Norah Jones, Quarles & Brady

Jim Raaf, WTAS

October 29

Webinar: FATCA

 

Scott A. Bowman, Associate, Proskauer

 

November 12

Putting It All Together – Some of the Best Planning Strategies We See in the New Frontier that Reduce Both Income Taxes and Estate Taxes ©

Stacy Eastland, Goldman Sachs

November 18

Young Members Program:

Insurance 101

Lanny D. Levin, Lanny D. Levin Agency, Inc.

December 10

What Fiduciaries and Their Advisors Need to Know about the New 3.8% Net Investment Tax under IRC §1411

Richard L. Dees, McDermott Will & Emery, LLP

January 21

Basics Course: Basics of Drafting Estate Planning Instruments

Kim Kamin, Gresham Partners;

Erica Lord, The Northern Trust Company

Christine Quigley, Holland & Knight

Eileen Trost, Freeborn & Peters, LLP

January 22

A Panel Discussion:

Philanthropy and Social Impact Investing – Fiduciary, Legal and Practical Considerations of Aligning Investments with Social Impact

Moderator:  Marguerite Griffin, The Northern Trust Company;

Jason Baron, U.S. Trust

Laura-Min Proctor, J.P. Morgan Private Bank

Jeffrey Zaluda, Horwood Marcus & Berk Chtd.

January 28

Basics Course: Basics of Preparing and Understanding Tax Returns

Michelle Huhnke, Sugar Felsenthal Grais & Hammer LLP;

Emily Kuo, Harrison & Held LLP;

David Lutrey, Lesser, Lutrey  McGlynn, LLP;

Tina Milligan, CTC MYCFO;

Audrey Young, McGladrey, LLC

February 4

Basics Course: Putting It All Together: Case Studies on Integrating the planning and the Reporting

Jeffrey Bergman, Schiff Hardin LLP

Michael Calahan, Plante Moran

Janet Montgomery, Daluga, Boland & Montgomery, LLC

February 19

2014 Recent Developments

Robert E. Hamilton

Hamilton Thies & Lorch LLP

March 18

What Every Planner Needs to Know About Bankruptcy

Lauren Detzel, Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A

April 23

Social Security Benefits and All Its Permutations

Deborah J. Tedford

Tedford Law Firm, P.C.

 

May 21

Choosing and Educating Trustees

Stacy Singer, The Northern Trust Company

June 11

 

Ethics: Representing Clients with Diminishing Capacity: What to Know and How to Bridge the Gap

Robert Fleming, Fleming & Curti, P.L.C.

2013-2014 CEPC LUNCHEON PROGRAMS

DATE

TOPIC

SPEAKER

July 16

Webinar: After DOMA: How Recent SCOTUS Decisions Affect Estate Planning for Same-Sex Couples

Ray Prather, PratherEbner LLP

August 15

Webinar: Income and Estate Tax Considerations Under the Affordable Care Act

Robert S. Keebler and Stephen J. Bigge,

Keebler and Associates, LLP

Green Bay, Wisconsin

September