Document Library

Categories

Organization Documents

Document Name Date Added
Dues Notice 2019-2020 2019-09-17
Bylaws 2018-03-19
Dues Notice 2018-2019 2018-09-07
DEPC 2017-2018 Dues Notice 2018-03-19
DEPC Proposed Bylaws 2018-03-14

Presentations

Document Name Date Added
1/25/18 Handout: Protecting Yourself When Planning in Unsettled Waters: A Case Study 2018-01-25
11/13/14 Presentation Rethinking the Role of Life Insurance 2014-10-15
9/28/18 Presentation: Trends in Qualified Conservation Easements 2017-09-20
9/19/19 Handout: Case Studies 2019-08-19
9/25/14 Handout - The Intersection of Estate & Income Tax 2014-09-03
3/16/17 Presentation: Good Intentions Can Lead to Unintended Consequences 2017-02-28
9/19/19 Presentation: Solutions for Tax Efficiency and Asset Location 2019-08-19
9/25/14 Presentation - The Intersection of Estate & Income Tax 2014-09-03
2/23/17 Presentation: Marital Agreements and Estate Planning 2017-02-23
5/14/19 Presentation: Creating an Inclusive Economy in Denver 2019-05-21
3/20/14 Presentation - Give Now 2014-07-01
11/17/16 Presentation: Talking Points of New ยง2704 Regulations 2016-11-03
3/28/19 Presentation: How to Avoid and What to do if Audited by the IRS 2019-02-16
1/23/14 Presentation - Mastering Portability 2014-07-01
9/29/16 Article: Allocating GST Tax Exemption 2016-09-21
1/24/19 PowerPoint: Working with the Grieving 2018-12-20
11/21/13 Presentation - What's In My Bag of Tricks 2014-07-01
9/29/16 Presentation: Common GST Problems 2016-09-21
1/24/19 Handout: Working with the Grieving 2018-12-20
11/21/13 Handout - What's In My Bag of Tricks 2014-07-01
9/29/16 Gift Tax Return Instructions 2016-09-21
11/15/18 PowerPoint: South Dakota Trust Law: Pulling Back the Curtain 2018-11-09
10/3/13 Presentation - Estate Planning Issues with Intra Family Loans and Notes 2014-07-01
9/29/16 Gift Tax Return Form 2016-09-21
11/15/18 Presentation Outline: South Dakota Trust Law: Pulling Back the Curtain 2018-11-09
3/19/13 Presentation - Gift/Estate Tax Planning 2014-07-01
3/24/16 Presentation: Charity Begins at Home 2016-08-29
11/15/18 Handout: Distinctively South Dakota 2018-10-25
1/21/16 Presentation: Thriving Legacy Families 2016-08-29
11/12/15 Presentation: ESOP Overview 2016-08-29
9/27/18 Handout: Putting It On and Taking It Off: Managing Tax Basis Today (for Tomorrow) 2018-08-22
9/17/15 Presentation: Putting It All Together 2016-08-29
9/27/18 Presentation: Putting It On and Taking It Off: Managing Tax Basis Today (for Tomorrow) 2018-08-22
9/17/15 Paper and Schedules 2016-08-29
3/26/15 11 Lessons from 35 Years of Charitable Planning 2015-02-18
3/22/18 Presentation: Basics of International Estate, Gifts and Trusts 2018-02-15
1/22/15 The Evolving Role of Attorneys in Addressing the Needs of the Affluent Family 2015-01-06