Past Events

September 8, 2020 SECURE Act: Leaving Retirement Assets to Trusts
Jennifer Spitz, JD
July 28, 2020 Lifetime Impact of the SECURE and CARES Acts on Retirement Distribution Planning
Rick Randall, Attorney & Counsellor at Law
June 9, 2020 Purposeful Trusts & Legacies: How Do We Purposefully Move Away From the “Tax Tail Wags the Rest of the Estate Plan”
John Warnick, JD
May 14, 2020 Webinar: Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP
March 10, 2020 Estate Planning with Directed Trusts under the Colorado Uniform Directed Trust Act
Jeff Kadavy, JD, CTFA and Peter Loritz JD, CTFA
January 14, 2020 Identifying your client’s foreign reporting requirements: How to recognize and advise your client regarding foreign asset reporting compliance
Dayna Roane, CPA
December 31, 2019 2020 Yearly Membership Renewal
October 30, 2019 BCEPC Annual Dinner
October 22, 2019 Webinar - Growing Your Firm's Revenue using the Non-Grantor Trust State income Tax Chart
Steve Oshins
September 10, 2019 Immediate Pre-mortem Planning
Ted Atlass
July 17, 2019 2019 August membership fee
July 9, 2019 Minimum Distribution Rules for IRAs
Justin Dituri, JD
July 3, 2019 2019 Gold Sponsorship
2019 Gold Sponsorship
June 4, 2019 Qualified Opportunity Zones - Webinar
Marc L. Schultz, Esq
May 14, 2019 Special Co-Trustees - Trust Protector
Jessica Showers, JD
January 31, 2019 2019 Platinum Sponsorship
January 8, 2019 UTC Act
Connie Eyster
December 31, 2018 Presentations from past luncheons
November 14, 2018 Annual Dinner Sponsorship
November 14, 2018 2018 BCEPC Annual Dinner
September 25, 2018 Overview of the ABLE Act
Megan Brand, CFPD
July 25, 2018 Planning for Clients Living with Chronic Illness/Tax Cut Jobs Act 2017
Martin Shenkman
June 27, 2018 Webinar sponsorship
June 19, 2018 After Hours Event / Social
June 6, 2018 Webinar: Non-Tax Developments of Interest to Estate Planners – an overview
Professor Jeffrey Pennell
May 8, 2018 Potential Solutions to Consider for Tax Efficiency
Ann Marie Reyher, CPA
March 13, 2018 Practical Solutions to Elder Financial Abuse and Fiduciary Theft
Tom Rodriguez and Brooke Brestel, Vincent, Romeo & Rodriguez
January 9, 2018 Income Tax Update as of 1/2018
Victoria J. Marschner, CPA
November 8, 2017 Annual Dinner (5:30 cash bar / dinner 6pm)
Social Event
October 17, 2017 After Hours Event / Social
Social/Networking Event
September 12, 2017 The Colorado Uniform Trust Decanting Act: A Tool in Trust Administration
Jessica Broderick, Esq
July 11, 2017 How to Help Business Owners Avoid the 3 Most Common Traps to Selling their Companies (& Funding their Retirement)(4-6pm Event)
Pamela Dennis, Ph.D.
May 9, 2017 Long Term Care Planning in the Estate Plan(4-6pm event)
Aaron Eisenach, CLTC
March 14, 2017 Valuation, Family Enterprise & Working With Appraisers(Lunch)
Chris J. Anderson, CPA
February 21, 2017 After Hours Event / Social
Social Event | no speaker
January 10, 2017 Down and Dirty - A Non-Comprehensive List of (oh-so-easy) Ways to Sabotage an Estate Plan (Lunch)
Tom Stover, JD
November 9, 2016 Annual Dinner
Social Event
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