ESTATE PLANNING COUNCIL OF LONG ISLAND

September 26, 2023

STUDY GROUP- Webinar: "What’s Trending in Charitable Planning – Tips for Advisors on Need to Know Strategies"

Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®, Thomas M. Griffith, ChFC®, CAP®, AEP®, and Ginger F. Mlakar, JD, CPA, AEP®

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October 19, 2023

Breakfast Meeting- IRS Report

TBD

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October 24, 2023

STUDY GROUP- Webinar: "Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith"

Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)

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November 9, 2023

Dinner Meeting- "Life Insurance Update"

Scott Laffie, CFP®, RICP®, CEPA®, CLU®, CLTC® and Scott Kohn- The Laffie Financial Group

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November 21, 2023

STUDY GROUP- TBD

TBA

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December 19, 2023

STUDY GROUP- Webinar: "International Tax Concerns for High Net Worth Individuals"

Chaya Siegfried, CPA, MS

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December 21, 2023

Breakfast Meeting- Cyber Security

Kenneth N. Rashbaum, Esq. -Barton, LLP

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January 18, 2024

Dinner Meeting- TBA

William P. LaPiana, Esq.- New York Law School

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February 15, 2024

Breakfast Meeting- Fiduciary Accounting Panel

Richard G. Chalifoux, J.D. AEP®. Joseph T. La Ferlita, Esq.- Rivkin Radler, LLP and Lisa Rispoli, CPA, AEP®- Grassi

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March 21, 2024

Dinner Meeting- "Diversity" Presentation

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD

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April 18, 2024

Breakfast Meeting- "Surrogates' Update"

Nassau and Suffolk County Surrogates

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May 21, 2024

Annual Officers' Conferment Dinner

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