Past Events

December 6, 2018 Annual Tax update and Year End strategies
November 1, 2018 Now What? Best Practices for Estate Settlement
October 4, 2018 IRA Planning and Strategies
September 6, 2018 “Keeping up with the Legislature: Estate Planning Implications of Recent Utah Legislation”
June 7, 2018 Summer Social
May 3, 2018 Valuation Concepts, Issues & Trends
April 5, 2018 Trends from the courtroom
March 8, 2018 Economic and Market Update
February 1, 2018 Tax Changes and Updates- Panel Discussion
January 4, 2018 Charitable Planned Giving - Case Studies Discussion
December 7, 2017 Tax update and recent rules changes
November 2, 2017 The New Age of Estate Planning: Innovative Strategies for Tax Basis Maximization
October 12, 2017 Update from Director of Utah Division of Securities **Note date change**
September 7, 2017 Elder Abuse and working with Seniors
June 8, 2017 SUEPC Summer Social
May 4, 2017 Trust Protectors, a Tool for Flexible Inflexibility
April 6, 2017 How to Plan Now to Sell your Business in 3-5 Years
March 2, 2017 Estate Law Update
February 2, 2017 Economic and Markets update
January 5, 2017 Case Study and Collaboration
December 8, 2016 Year-end Strategies and Tax Planning updates **Notice date change**
November 3, 2016 Financial crimes update and local scams
October 6, 2016 Asset Protection
September 1, 2016 Charitable strategies and proper gift tax disclosures.
May 5, 2016 Ethics, shared meeting with BYU Managements Society and the UACPA
April 7, 2016 Current issues in Estate Litigation
March 3, 2016 Business Valuation
February 4, 2016 Let's Work Together!
January 7, 2016 2016 Economic and Markets Outlook
December 10, 2015 2015 Individual and Estate Tax Update: Analyzing the recent changes to social security, retirement plans, and charitable contributions
November 12, 2015 Special Needs Trusts
November 12, 2015 Annual Officer Voting
October 1, 2015 Planned Giving Primer
September 3, 2015 Planning strategies designed to protect assets and transfer wealth
May 7, 2015 Utah 2015 Legislative Update
April 2, 2015 The New Normal
March 5, 2015 Long-Term Care
February 5, 2015 Retire Like You Mean It
January 22, 2015 Focus 2015: Market Transformations and Risks
November 6, 2014 Washington County Business Recruiting
October 2, 2014 Asset Protection: What Strategies Really Work
September 4, 2014 Trust Administration from a Fiduciary's Perspective
May 1, 2014 A Generational Shift in Investing
April 3, 2014 2014 Legislative Update
March 6, 2014 Common Errors in Trust Planning and Administration
February 6, 2014 Navigating The Health Insurance Market Place
December 5, 2013 The New Utah LLC Act for 2014
November 7, 2013 “Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income.”
October 10, 2013 Utah’s New Asset Protection Trust Law
September 5, 2013 Elder Financial Exploitation Prevention Program
May 2, 2013 Financial Markets, what you should know, what questions to ask
April 4, 2013 "Retirement Plan and Trusts: Friend or Foe?"
March 7, 2013 “TRUSTS: A Litigator’s Perspective”
February 7, 2013 The Impact of Alzheimer's Disease in Estate Planning
January 3, 2013 Understanding Home Care and Hospice Care
December 6, 2012 Issues with Real Estate Transfers
November 1, 2012 Remarriage and Second Marriage: Considerations in Estate Planning
October 4, 2012 IRS Estate and Gift Tax Update
September 6, 2012 White Collar/Economic Crimes in Utah
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