Past Events

March 27, 2024 Annual Update from the Heckerling Institute
Martyn S. Babitz - Senior Vice President, Global Tax Advisory - BNY Mellon Wealth Management
February 28, 2024 Annual Tax Update
Stephen Slade, CPA - Wouch Maloney
January 31, 2024 Breakfast Meeting - Planning with AI – A Flash in the Pan or the Calm Before the Storm?
Ross E. Bruch, Senior Wealth Planner, BROWN BROTHERS HARRIMAN & CO.
November 29, 2023 The Orphans’ Court Judges: A View From the Bench
Orphans' Court Judges
October 25, 2023 Long Term Care Planning
Jay Burgman, CFP, AEP - The Burgman Financial Group
September 27, 2023 Fall Kick off Meeting with an update from the Federal Reserve
Ryo Tashiro
June 14, 2023 CANCELLED
May 10, 2023 Everything You Wanted to Know about Social Security…and Never Asked!
Jay Burgman, CFP, AEP - The Burgman Financial Group
April 19, 2023 BCEPC & MCEPC Joint Meeting - Powerful Trust Laws to Combat Future Uncertainties
Al W. King III, JD, LL.M., AEP (Distinguished), TEP - South Dakota Trust Company, LLC
March 15, 2023 2023 Tax Update
Stephen Slade, CPA - Wouch Maloney
February 15, 2023 Foundations and Donor Advised Funds
Jacqueline Motyl, Esq. - Fox Rothschild
January 18, 2023 Conservation Easements - What Attorneys and Advisors should know
Bill Kunze - President of Heritage Conservancy
November 16, 2022 Cyber Security
James Hoelsworth - Senior Director and Security Operations Manager - Comcast
October 19, 2022 Annual Update from the Federal Reserve
Ryo Tashiro
September 21, 2022 Financial & Estate Planning including High Interest Rates
Jonathan Lander - PNC
June 22, 2022 POSTPONED - Foundations and Donor Advised Funds
Jacqueline Motyl, Esq. - Fox Rothschild
May 25, 2022 Integrated Estate Planning within Professional Disciplines
Jay Burgman, CFP, AEP, Rich Newman, Esq, Jocelin Price, Esq. and Steve Slade, CPA
April 20, 2022 IRS Updates to forms 706 and 709 (Estate and Gift Tax Returns) - Annual Joint Meeting with MCEPC
Richard G. Furlong Jr. | Senior Stakeholder Liaison IRS
March 30, 2022 Tax Update
Stephen Slade, CPA
February 23, 2022 SOGT Presentation - A Dozen Things About Employment Law You Have Completely Wrong
Michael Torchia, Esq.
November 17, 2021 Estate Planning for Digital Assets - National Speaker
Lawrence J. Macklin, AEP
October 20, 2021 Update from the Federal Reserve Bank of Philadelphia
Ryo Tashiro
September 30, 2021 ESOPs
Ed Wilusz of Value Management Inc., Kevin McPhillips of PaCEO, Ken Baker of New Age Industries, Kyle Cloman of Waste Gas
May 18, 2021 Annual Update from the Federal Reserve Bank of Philadelphia
Ryo Tashiro
April 27, 2021 Using a CRUT to SECURE the Benefits of a Stretch IRA Trust
Charles Bender - Partner, Fox Rothchild, LLP
March 30, 2021 What to do when Things Go Wrong
Obadiah English, Esq. & Zoey Lee, Esq.
March 8, 2021 October 2020 Meeting Sponsorship
None
February 23, 2021 Family Business: Planning for a Successful Sale or Succession
Andrew M. Wilusz - Director of Mergers & Acquisitions at Value Management Inc.
January 26, 2021 Cyber Security
Jay Burgman, CFP
November 24, 2020 Asset Protection Planning: The Do’s and Don’ts
Richard L. Newman, Esq.
October 27, 2020 The Psychology of Estate and Succession Planning
Michel Zelnick, CPAin, JD, MFT
September 29, 2020 Meet the Bucks County Judges
Judges Fritsch, Gilman and Trauger
August 26, 2020 BCEPC August 26 Webinar - PPP Forgiveness Application – Tips and Tricks for maximizing forgiveness
Stephen Slade and Laura Weber-Carnevale
May 28, 2020 BCEPC Webinar - Smart Estate Planning During an Economic Downturn: What Families Can Do to Protect Wealth
Michael J. Maransky, J.D., LL.M.
April 27, 2020 Cancelled - Joint meeting with the BCEPC hosted by MCEPC
Jay Wagner, Esq., Stevens & Lee
February 25, 2020 Planning for a Basis step-up at Death
Jere Doyle, Esq. - National Speaker
January 28, 2020 Unraveling Medicare
Jay Burgman, CFP, AEP
December 17, 2019 BCEPC Holiday Party - Meet the Past Presidents
November 26, 2019 Networking Happy Hour
October 29, 2019 Business Transition Planning
Brett Danko, CFP
October 10, 2019 BCEPC Woman's Breakfast Roundtable
September 24, 2019 Economic Update from the Federal Reserve
Ryo Tashiro
May 14, 2019 BCEPC May 14, 2019 Elder Law - CANCELLED
Joe Snyder , Kathy Bennett, Alan J. Garabedian
April 16, 2019 BCEPC April 16, 2019 Dinner Meeting - Joint Meeting with MCEPC
Jordon Rosen, CPA, AEP
February 26, 2019 BCEPC February 26, 2019 Dinner Meeting - Ethics
Laura Powers
January 29, 2019 BCEPC January 29, 2019 Dinner Meeting - Social Security
Jay Burgman
December 4, 2018 BCEPC Happy Hour
October 23, 2018 Special Needs Financial Planning
Pat Bergmaier
September 11, 2018 Economic Outlook - Federal Reserve Bank of Philadelphia
Ryo Tashiro
May 15, 2018 BCEPC MAY 2018 - Elder Law Symposium
Elder Law Symposium
April 23, 2018 BCEPC APRIL 2018 - Joint Bucks/MontCo Meeting
Peter D. Hardy
February 27, 2018 BCEPC FEB. 2018 - Current Challenges of Fiduciary Administration
Thomas M. Forrest, President, US Trust
January 16, 2018 BCEPC JAN. 2018 - Tax Law Changes
Stephen Slade, CPA
December 5, 2017 BCEPC DEC. 2017 - Happy Hour
October 17, 2017 BCEPC OCT 2017 - Cyber Security & Identity Theft
Nancy Davoust, Exec. Dir. of Product Security, Comcast Cable
September 26, 2017 BCEPC SEPT. 2017 - Economic Outlook
Paul R. Flora
May 16, 2017 BCPEC May 2017 Half-Day Seminar - Elder Care Symposium
April 25, 2017 BCEPC April 2017 Meeting - Joint BCEPC / MCEPC Meeting - A Night with the Orphan's Court Judiciary
Honorable C. Theodore Fritsch, Jr. of Bucks County Orphan's Court & Honorable Lois E. Murphy of the Montgomery County Orphan's Court
March 21, 2017 BCEPC March 2017 Meeting - Hoarding
Margit Novack of Moving Solutions
February 21, 2017 BCEPC Feb. 2017 Meeting - ESOPS as an Estate Planning Option
James G. Steiker of SES Advisors, Inc. & Ken Baker of New Age Industries
January 17, 2017 BCEPC Jan. 2017 Meeting - Ethics for Estate Planning Professionals
Andrew Wilusz
December 6, 2016 BCEPC Dec. 2016 Meeting - Antique Valuation Guessing Game (NON-CLE Meeting)
Valuation Guessing Game
November 22, 2016 BCEPC Nov. 2016 Meeting - Happy Hour Mixer
October 25, 2016 BCEPC Oct. 2016 Meeting - Planning for Firearms in an Estate
Joshua Prince
September 27, 2016 BCEPC Sept. 2016 Meeting - The Economic Outlook
Gary A. Wagner, Ph.D., Regional Economic Advisor - The Federal Reserve of Philadelphia
May 17, 2016 BCEPC May 2016 Half-Day Seminar - How to Work with the IRS
Michael A. Gregory
April 25, 2016 BCEPC April 2016 Joint Meeting with MontCo EPC - Life Settlements
Vincent DiLorenzo & Andrea Brockman
March 22, 2016 BCEPC March 2016 Meeting - Trusts in Estate Planning
Heather Flanagan, J.D., LL.M.
February 23, 2016 BCEPC February 2016 Meeting - Mediation/Divorce
Robert Connell and William Davis
January 26, 2016 BCEPC January 2016 Meeting - Humor for the Health of It
Joel Weintraub, M.Ed., “Humorous Educator”
December 1, 2015 BCEPC December 2015 Non-CLE Holiday Dinner - Wine Tasting
Michael Conti, Wine Educator
November 10, 2015 BCEPC November 2015 Happy Hour at The Hattery
October 20, 2015 BCEPC Oct. 2015 Meeting - Ethics for Attorneys
Stuart Teicher, Esq.
September 15, 2015 BCEPC Sept. 2015 Meeting - The Economic Outlook
Bill Stone, CFA®, CMT®
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