Clarkston Capital

Document Library

Categories

Council Documents

Document Name Date Added
Sponsor Opportunities 2023-2024
CAEPC 2023-2024 Sponsorship Commitment 07.27.23.pdf (318K)
2023-08-22
Summary of Committees 2024-2025
Summary of Committees 2024-2025 Updated.docx (57K)
2024-06-21
CAEPC 2024-2025 Sponsorship Commitment 2024-2025
CAEPC 2024-2025 Sponsorship Commitment 11.10.24.doc (98K)
2024-11-10

Applications & Forms

Document Name Date Added
AEP Designation Council Nomination Program
AEP Designation Council Nomination Program - Central Arizona EPC - 2021.pdf (626K)
2021-06-09
2020-2021 EPG Scholarship Application
2020-2021 EPG Scholarship Application.doc (235K)
2020-11-03
Event Policy & Waiver for 2022-2023
CAEPC 2021-2022 Event Policy.doc (45K)
2021-08-13
AEP® Council Nomination Program 2021
AEP Designation Council Nomination Program - Central Arizona EPC - 2021.pdf (626K)
2021-10-31

CAEPC Previous Event Materials

Document Name Date Added
October 2021 Program Handout
FINAL 2020 Fitzsimons Fiduciary Case Outline Bessemer.pdf (856K)
2021-10-05
November 2022 Program Handout
CRT Slides.pdf (4583K)
2023-01-10
CE Form 10.04.21
CAEPC CE Form 10.04.21.pdf (183K)
2021-10-05
January 2023 Program Handout
Speaker Handouts January 2023.pdf (8285K)
2023-01-12
Out of the Estate but Not Out of Reach October 2022
Out of the Estate but Not Out of Reach Handout.pdf (2398K)
2022-11-23

CAEPC Program Materials

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CAEPC Upcoming Presentation Handout

Document Name Date Added
Fundamentally Fun Solutions To Perilous Income Tax Pitfalls In Estate Planning
TPB - Fundamentally Fun Solutions To Perilous Income Tax Pitfalls In Estate Planning(100679750.1) (1).docx (763K)
2022-02-04
Recent Developments
TPB - Recent Developments - Central Arizona EPC - Feb. 2022(100691730.1).docx (817K)
2022-02-04

News Articles

Document Name Date Added
Obtaining The AEP Designation
Interested in obtaining an Accredited Estate Planner.pdf (67K)
2014-11-11
Valuable Lessona from Lauren Bacall's Will
Valuable Lessons_Bacall.pdf (74K)
2014-11-07
Is your client's life insuracne policy headed for disaster?
Life Ins Liability1.pdf (76K)
2014-11-07
Gift Tax Audist Expected To Increase In The Future?
Gift Tax Audits LC.pdf (57K)
2014-11-07
Leimberg-FBAR
LEIMBERG_FBAR.pdf (72K)
2014-08-21
The New Estate Planning DilemmaLCv2.pdf (51K)
2014-08-21
Lessons from Robin Williams' Will
Lessons From Robin Williams Insurance Trust.pdf (77K)
2014-11-07
Gregory E Sellers Article
Gregory E.pdf (42K)
2014-11-07
Suprene Court Clairifies: Inherited IRAs are not "Retirement Funds"
Supreme Court Clarifies.pdf (54K)
2014-11-07
Protecting Your Client's Estate From Beneficiary Bankruptcy
IRA Article_CAEPC Submissions.pdf (15K)
2014-11-07
Leimberg_Bruce Steiner
LEIMBERG_Bruce Steiner.pdf (71K)
2014-08-21