Document Library
CategoriesCouncil 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 |
|---|---|
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9/21/23 Presentation: The Roadmap to a Transaction
092123 Presentation.pdf (2480K)
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2023-09-19 |
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9/27/18 Presentation: Putting It On and Taking It Off: Managing Tax Basis Today (for Tomorrow)
092718 Presentation.pdf (617K)
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2018-08-22 |
| 7/23/20 Presentation: What Estate Planning Professionals Need to Know About Cybersecurity in the Era | 2020-07-21 |
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1/22/15 The Evolving Role of Attorneys in Addressing the Needs of the Affluent Family
012215 Presentation.pdf (6802K)
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2015-01-06 |
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3/16/23 Presentation: A Practical Guide to Planning with Art and Valuable Tangibles
031623 DEPC Presentation.pdf (1569K)
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2023-03-21 |
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1/25/18 Handout: Protecting Yourself When Planning in Unsettled Waters: A Case Study
012518 Handout.pdf (4277K)
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2018-01-25 |
| 11/21/19 Handout: Business Development Checklist | 2019-11-24 |
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9/25/14 Handout - The Intersection of Estate & Income Tax
092514 Handout.pdf (1422K)
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2014-09-03 |
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3/16/17 Presentation: Good Intentions Can Lead to Unintended Consequences
031617 Presentation.pdf (235K)
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2017-02-28 |
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11/21/19 Presentation: Building a Business Development Strategy
112119 Presentation2.pdf (2296K)
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2019-11-07 |
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3/20/14 Presentation - Give Now
Presentation 032014 Give Now.PDF (2549K)
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2014-07-01 |
| 1/20/22 Presentation: 2022 Tax Update | 2022-01-19 |
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11/17/16 Presentation: Talking Points of New ยง2704 Regulations
111716 Presentation.pdf (1148K)
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2016-11-03 |
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9/19/19 Presentation: Solutions for Tax Efficiency and Asset Location
091919 Presentation.pdf (527K)
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2019-08-19 |
| 11/21/13 Presentation - What's In My Bag of Tricks | 2014-07-01 |
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3/18/21 Presentation: The Colorado Uniform Trust Code (CUTC)
031821 Presentation.pdf (447K)
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2021-02-20 |
| 9/29/16 Presentation: Common GST Problems | 2016-09-21 |
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3/28/19 Presentation: How to Avoid and What to do if Audited by the IRS
032819 Presentation.pdf (8167K)
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2019-02-16 |
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10/3/13 Presentation - Estate Planning Issues with Intra Family Loans and Notes
100313 Presentation.docx (286K)
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2014-07-01 |
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11/12/20 Presentation: When Opportunity is Knocking
111220 Presentation.pdf (395K)
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2020-10-16 |
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9/29/16 Gift Tax Return Form
092916 Blank Form 709.pdf (259K)
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2016-09-21 |
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1/24/19 Handout: Working with the Grieving
012419 Handout.pdf (328K)
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2018-12-20 |
| 9/24/20 Handout: The Big Payday - Additional Character Backgrounds | 2020-09-22 |
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1/21/16 Presentation: Thriving Legacy Families
012116 Presentation.pdf (7337K)
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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 |
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9/17/15 Presentation: Putting It All Together
091715 Presentation pdf.pdf (1327K)
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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 |
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3/26/15 11 Lessons from 35 Years of Charitable Planning
032615 Presentation.pdf (109K)
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2015-02-18 |
| 6/13/23 Presentation: John Ekeberg, DCPA | 2023-06-16 |
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3/22/18 Presentation: Basics of International Estate, Gifts and Trusts
032218 Presentation.pdf (889K)
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2018-02-16 |
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1/23/20 Presentation: Tax Update and Estate Planning Trends
012320 Presentation.pdf (9774K)
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2020-01-22 |
| 11/13/14 Presentation Rethinking the Role of Life Insurance | 2014-10-15 |
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11/17/22 Presentation Slide Deck
111722 Presentation.pdf (1715K)
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2022-10-31 |
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9/28/18 Presentation: Trends in Qualified Conservation Easements
092817 Presentation.pdf (139K)
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2017-09-20 |
| 11/21/19 Handout: Sample Client Tracking | 2019-11-24 |
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9/25/14 Presentation - The Intersection of Estate & Income Tax
092514 Presentation.pdf (1036K)
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2014-09-03 |
| 3/17/22 Handout: The Top Ten Tips for Avoiding Estate and Trust Litigation | 2022-03-16 |
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2/23/17 Presentation: Marital Agreements and Estate Planning
022317 Presentation.pdf (200K)
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2017-02-23 |
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9/19/19 Handout: Case Studies
091919 Case Studies.pdf (451K)
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2019-08-19 |
| 1/23/14 Presentation - Mastering Portability | 2014-07-01 |
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11/18/21 Presentation: Administering Closely-Held Assets in Trust
111821 Presentation.pdf (468K)
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2021-10-20 |
| 9/29/16 Article: Allocating GST Tax Exemption | 2016-09-21 |
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5/14/19 Presentation: Creating an Inclusive Economy in Denver
051419 Presentation.pdf (1954K)
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2019-05-21 |
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11/21/13 Handout - What's In My Bag of Tricks
112113 Handout pdf.pdf (536K)
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2014-07-01 |
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1/21/21 Presentation: Tax Update and Family Wealth Planning Trends
012121 Presentation.pdf (1125K)
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2021-01-12 |
| 9/29/16 Gift Tax Return Instructions | 2016-09-21 |
| 3/19/13 Presentation - Gift/Estate Tax Planning | 2014-07-01 |
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1/24/19 PowerPoint: Working with the Grieving
012419 Presentation.pdf (515K)
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2018-12-20 |
| 9/24/20 Handout: The Big Payday - Playbill | 2020-09-22 |
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3/24/16 Presentation: Charity Begins at Home
032416 Presentation.pdf (1079K)
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2016-08-29 |
| 11/15/18 PowerPoint: South Dakota Trust Law: Pulling Back the Curtain | 2018-11-10 |
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9/24/20 Handout: McAllister Family Tree
McAllister Family Tree.pdf (183K)
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2020-09-22 |
| 11/12/15 Presentation: ESOP Overview | 2016-08-30 |
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11/15/18 Handout: Distinctively South Dakota
111518 Handout.pdf (932K)
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2018-10-25 |
| 8/27/20 Certificate of Completion | 2020-08-25 |
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9/17/15 Paper and Schedules
091715 Paper and Schedules.pdf (5831K)
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2016-08-29 |
