September 25, 2024 |
Fall Kick Off Meeting - National and Regional Economic Outlook from the Federal Reserve
Ryo Tashiro |
June 4, 2024 |
Joint EPC Happy Hour
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May 29, 2024 |
Wine Tasting Event with the Orphan's Court Section of the Bucks County Bar Association
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May 22, 2024 |
Family Business Exemptions
Charles Bender, Esq. - Fox Rothschild |
April 17, 2024 |
"Health Care Decision-Making: Addressing Life and Death from Legal and Practical Perspectives" - Joint Dinner Meeting with MCEPC
Karen L. Wolfe, Esq, Bode Hennegan, Jordan Stone, MD |
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
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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
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November 26, 2019 |
Networking Happy Hour
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October 29, 2019 |
Business Transition Planning
Brett Danko, CFP |
October 10, 2019 |
BCEPC Woman's Breakfast Roundtable
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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
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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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