EPC Webinar Replay:
Top Ten Estate Planning and Estate Tax Developments of 2016

Date: Thursday, January 26, 2017
Time: 2:00pm - 4:00pm
Location: New York Life Training Center, 6000 Lombardo Ctr., Seven Hills, OH 44131
Speaker: Webinar Presenter: Ronald D. Aucutt

Attendees who wish to do so are encouraged to gather together for a casual happy hour following the program to continue the discussion!  A nearby location will be announced the day of the program.

Complimentary for Members!
Each member is permitted to bring one guest to this event.

About the Program
This intermediate program will cover what the speaker views as the ten most significant developments of 2016 that affect estate planning and related federal tax issues.  It will include discussion of both the context that makes the developments significant and the potential effects on estate planning and our professions.

The program originally aired on December 14, 2016 as a part of the National Association of Estate Planners & Councils Robert G. Alexander Webinar Series.  EPC Cleveland will be offering a replay of the webinar and will follow the program with a one-hour roundtable session led by local subject matter experts:

Elaine B. Eisner, Atty · Eisner Gohn Group
Howard Kass, CPA, CGMA, AEP® · Zinner & Co., LLP
Jennifer A. Savage, AEP® · Schneider Smeltz Spieth Bell LLP

EPC Cleveland is grateful to New York Life for providing the use of their
training facility for this event.

About the Webinar Presenter
Ronald D. Aucutt is a partner in the Tysons, Virginia office of McGuireWoods LLP and is co-chair of the firm’s Private Wealth Services Group.  Ron is a Fellow and former President (2003-04) of The American College of Trust and Estate Counsel (ACTEC), an academician of The International Academy of Estate and Trust Law and former member of its Council (2000-04), a former Vice Chair (Committee Operations) of the American Bar Association’s Section of Taxation (1998-2000), a Fellow of the American College of Tax Counsel and the American Bar Foundation, and a member of the Christian Legal Society.  Ron received a BA degree in 1967 and a JD degree in 1975, both from the University of Minnesota, and has been a lecturer in law at the University of Virginia School of Law.

Reservation Policy – All attendees are encouraged to register in advance.  There is no fee to attend the program.  Each member is permitted to bring one non-member guest.

Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders.  To obtain credit, the attendee must stay through both the webinar and roundtable discussion, partial credit is not available.  A certificate of completion will also be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.   The council strongly recommends that those who are self-reporting check with their governing body to determine the eligibility of continuing education credit for an on-demand distance-learning program.

To Reserve, click "Register Now" below.

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