December dinner meeting: Please join us for the Dec



September dinner meeting: Please join us for the Sept. 18, 2019, dinner meeting featuring Susan P. Rounds, JC, CPA, LL.M (taxation), AEP?, TEP Los Angeles, who will speak on the topic of Business Succession Planning.Susan has more than 25 years’ experience serving clients of big eight accounting, private law practice and global financial institutions in the areas of tax and estate planning, business succession, risk management, philanthropy, family dynamics and family governance. A frequent speaker, she has made numerous presentations on the topics of estate planning, philanthropy, business succession, family dynamics and governance, and collaboration. She’s taught law school and college courses on estate and gift tax, income tax, financial accounting, business law, and auditing and all parts of the Becker Professional CPA Review Course. Susan also served as a faculty member for the NYU Summer Institute on Taxation and the Hawaii Tax Institute. Her articles have been featured in leading publications such as Trusts and Estates Magazine, The Journal of Practical Estate Planning, and The Journal of Private Wealth Management. She is a member of the Board of Directors for the National Association of Estate Planners and Councils and serves as Editor for the Journal of Estate and Tax Planning.To register online please go to is no charge for dues-paid members, but you must pre-register for each dinner meeting. Mark your calendars for these additional upcoming events:Sept. 5, 2019 11 a.m. to Noon - NAEPC Webinar “A Case Study in Teaming and Philanthropy, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner ? designation. Panel of experts moderated by Philip B. Cubeta, CLU?, ChFC?, MSFS, AEP?, CAP?. Register for Webinars by emailing Jenna Olson at info@.Sept. 11, 2019 Noon to 1 p.m. – NAEPC Webinar “Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart” featuring Steven J. Oshins, Esq., AEP? (Distinguished). Register for Webinars by emailing Jenna Olson at info@.Sept. 18, 2019 – EPC Dinner Meeting, Rainier ClubOct. 16, 2019 Noon to 1 p.m. - NAEPC Webinar: Elder Law and Special Needs Planning featuring Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP? (Distinguished). Register for Webinars by emailing Jenna Olson at info@.Nov. 18-19 - 64th Annual Estate Planning Seminar, Washington State Convention CenterEPC seeks new members:If you know anyone interested in joining EPC, please direct membership questions to membership committee - Ryan Bray at rbray@ or Margaret Liu at Margaret.liu@. ................
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