Past Events

July 9, 2024 BCEPC Meeting: Cryptocurrency: Tax and Estate Planning
Chris Levkulich, Fennemore Craig PC
June 4, 2024 BCEPC Member Appreciation Happy Hour
May 7, 2024 BCEPC Meeting: Lifecycle of a Revocable Trust
Jennifer M. Spitz, Lyons Gaddis
April 11, 2024 BCEPC Meeting: Creative Charitable Planning with Non-Cash Assets: A Case Study Approach
Bryan Clontz, Charitable Solutions, LLC
February 15, 2024 BCEPC Virtual Presentation: Corporate Transparency Act: A Practical Approach
Kurt Forrest Brewer, Brewer Law LLC
January 9, 2024 BCEPC Meeting: Tax and Estate Planning Issues for Non-Citizen Clients and Clients Owning Foreign Properties
Shelly D. Merritt, JD, CPA
November 2, 2023 BCEPC Annual Members' Dinner
October 24, 2023 BCEPC Webinar: Fundraising Techniques in a Changing World
Avery T. Fontaine, PNC Private Bank
September 12, 2023 BCEPC Meeting: Life Insurance in the 2023 Estate Plan
Russell Porter, CLU, ChFC, AEP and Kurt Hofgard, JD, CLU, ChFC, AEP
June 13, 2023 BCEPC Meeting: SECURE Act 2.0
Bruce M. Nelson
May 23, 2023 BCEPC Member Appreciation Happy Hour
March 14, 2023 Over-Rated? How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning
Thomas J. Pauloski, Wealth Strategies
January 11, 2023 The Economy in 2023: Looking Forward and Reflecting on the Past
Dr. Richard L. Wobbekind
November 30, 2022 Top 10 charitable planning strategies for financial advisors: Helping your clients and your business with charitable planning​
Dr. Russell James
October 27, 2022 Members Annual Dinner
September 27, 2022 The Team Approach to Estate Planning: Perspectives from Team Members
Kurt Hofgard, Jorin Bale, Eric Hozempa, & Dayna Roane
August 23, 2022 Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA, and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
June 21, 2022 Keeping Your Estate Plan Grounded - IN PERSON
Kate Keiser & Gina Weinberger
June 21, 2022 Keeping Your Estate Plan Grounded - ONLINE
Kate Keiser & Gina Weinberger
June 9, 2022 Members Networking Happy Hour
May 10, 2022 Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) and Kim Kamin, JD, AEP®
March 8, 2022 The Economy in 2022 - ONLINE Session
Dr. Richard Wobbekind
March 8, 2022 The Economy in 2022: Looking Forward and Reflecting on the Past
Dr. Richard Wobbekind
January 25, 2022 Current State Tax Developments
Bruce Nelson, CPA
December 7, 2021 Working Together: Local Community Foundation services and tools
Eric Hozempa & Lynda Ricketson
November 2, 2021 BCEPC Annual Business Meeting
September 30, 2021 BCEPC Member Appreciation Happy Hour
September 14, 2021 New CUTC Part Five - Spendthrift and Discretionary Trusts
Carl Stevens, JD, AEP, AV Preeminent
June 8, 2021 Put Cash Balance & Defined Benefit Plans to Work - For Professional Practices, Partnerships and Profitable Small Businesses
Robert Pyle, CFP, CFA
March 9, 2021 How to Navigate Changing Capacity in Dementia Clients
Megan Carnarius, RN, NHA, LMT
January 19, 2021 Colorado Income Tax – Decoupling from the Internal Revenue Code
Bruce Nelson, M.A., C.P.A
December 31, 2020 2021 Yearly Membership Renewal
December 1, 2020 Navigating the Current Charitable Planning Landscape: A View from the Inside
Ginger Mlakar, JD, CPA, AEP
October 22, 2020 What’s at Stake? The US Government’s Financial Statements and the Country's Fiscal Health.
Gregory Anton, CPA, CGMA
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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