Document Library

Categories

Council Documents

Document Name Date Added
DEPC Dues Notice 2023-2024 2024-01-25

Organization Documents

Document Name Date Added
Bylaws 2022-06-08

Presentations

Document Name Date Added
9/24/20 Handout: The Big Payday - Additional Character Backgrounds 2020-09-22
1/21/16 Presentation: Thriving Legacy Families 2016-08-30
3/21/24 Presentation: Premarital Agreements and Marital Agreements 2024-03-01
11/15/18 Presentation Outline: South Dakota Trust Law: Pulling Back the Curtain 2018-11-10
8/27/20 PowerPoint: Creative Ways to Fund Business Owner Retirement 2020-08-25
9/17/15 Presentation: Putting It All Together 2016-08-30
1/18/24 Presentation: Learn Lead Legacy: Creating a Healthy Dynamic Around Family Wealth 2024-01-04
9/27/18 Handout: Putting It On and Taking It Off: Managing Tax Basis Today (for Tomorrow) 2018-08-22
7/23/20 Certificate of Completion 2020-07-21
3/26/15 11 Lessons from 35 Years of Charitable Planning 2015-02-18
6/13/23 Presentation: John Ekeberg, DCPA 2023-06-16
3/22/18 Presentation: Basics of International Estate, Gifts and Trusts 2018-02-16
1/23/20 Presentation: Tax Update and Estate Planning Trends 2020-01-22
11/13/14 Presentation Rethinking the Role of Life Insurance 2014-10-15
11/17/22 Presentation Slide Deck 2022-10-31
9/28/18 Presentation: Trends in Qualified Conservation Easements 2017-09-20
9/25/14 Presentation - The Intersection of Estate & Income Tax 2014-09-03
11/21/19 Handout: Sample Client Tracking 2019-11-24
3/17/22 Handout: The Top Ten Tips for Avoiding Estate and Trust Litigation 2022-03-16
2/23/17 Presentation: Marital Agreements and Estate Planning 2017-02-23
1/23/14 Presentation - Mastering Portability 2014-07-01
9/19/19 Handout: Case Studies 2019-08-19
11/18/21 Presentation: Administering Closely-Held Assets in Trust 2021-10-20
9/29/16 Article: Allocating GST Tax Exemption 2016-09-21
11/21/13 Handout - What's In My Bag of Tricks 2014-07-01
5/14/19 Presentation: Creating an Inclusive Economy in Denver 2019-05-21
1/21/21 Presentation: Tax Update and Family Wealth Planning Trends 2021-01-12
9/29/16 Gift Tax Return Instructions 2016-09-21
1/24/19 PowerPoint: Working with the Grieving 2018-12-20
3/19/13 Presentation - Gift/Estate Tax Planning 2014-07-01
9/24/20 Handout: The Big Payday - Playbill 2020-09-22
3/24/16 Presentation: Charity Begins at Home 2016-08-29
11/15/18 PowerPoint: South Dakota Trust Law: Pulling Back the Curtain 2018-11-10
9/24/20 Handout: McAllister Family Tree 2020-09-22
11/12/15 Presentation: ESOP Overview 2016-08-30
11/15/18 Handout: Distinctively South Dakota 2018-10-25
8/27/20 Certificate of Completion 2020-08-25
9/17/15 Paper and Schedules 2016-08-29
9/21/23 Presentation: The Roadmap to a Transaction 2023-09-19
9/27/18 Presentation: Putting It On and Taking It Off: Managing Tax Basis Today (for Tomorrow) 2018-08-22
7/23/20 Presentation: What Estate Planning Professionals Need to Know About Cybersecurity in the Era 2020-07-21
1/22/15 The Evolving Role of Attorneys in Addressing the Needs of the Affluent Family 2015-01-06
3/16/23 Presentation: A Practical Guide to Planning with Art and Valuable Tangibles 2023-03-21
1/25/18 Handout: Protecting Yourself When Planning in Unsettled Waters: A Case Study 2018-01-25
9/25/14 Handout - The Intersection of Estate & Income Tax 2014-09-03
11/21/19 Handout: Business Development Checklist 2019-11-24
3/16/17 Presentation: Good Intentions Can Lead to Unintended Consequences 2017-02-28
3/20/14 Presentation - Give Now 2014-07-01
11/21/19 Presentation: Building a Business Development Strategy 2019-11-07
1/20/22 Presentation: 2022 Tax Update 2022-01-19
11/17/16 Presentation: Talking Points of New ยง2704 Regulations 2016-11-03
11/21/13 Presentation - What's In My Bag of Tricks 2014-07-01
9/19/19 Presentation: Solutions for Tax Efficiency and Asset Location 2019-08-19
3/18/21 Presentation: The Colorado Uniform Trust Code (CUTC) 2021-02-20
9/29/16 Presentation: Common GST Problems 2016-09-21
10/3/13 Presentation - Estate Planning Issues with Intra Family Loans and Notes 2014-07-01
3/28/19 Presentation: How to Avoid and What to do if Audited by the IRS 2019-02-16
11/12/20 Presentation: When Opportunity is Knocking 2020-10-16
9/29/16 Gift Tax Return Form 2016-09-21
1/24/19 Handout: Working with the Grieving 2018-12-20