Past Events

December 4, 2018 Charitable Giving and Private Foundations
November 6, 2018 Federal Tax Update and Section 199
October 2, 2018 Family Law and Estate Planning
September 4, 2018 Kentucky Income and Sales Tax Update
May 1, 2018 Update on KY Tax Issues/Client Security
March 6, 2018 International Estate Planning
February 6, 2018 Asset Protection Planning
January 2, 2018 Estate Issues Related to Settlements and Judgments
December 5, 2017 Philanthropic Planning and the Good Giving Challenge
November 7, 2017 Advanced Markets
October 3, 2017 Special Needs Trusts
September 5, 2017 Decisions and Questions Advisors Face with Regards to Disposition of Assets
March 7, 2017 The Current Status and Potential Impact of the Proposed Regulations under IRC Sec.2704 After the Public Hearing on December 1, 2016
February 7, 2017 MEETING POSTPONED
January 3, 2017 Market Update and Discussion
December 6, 2016 Year-End Charitable Planning
November 1, 2016 Special Needs Trusts and Medicaid Planning
October 4, 2016 Interesting Issues in Estate Planning and Probate
September 6, 2016 The Court System Where it Pertains to Estate Planning
May 3, 2016 Conversions and Tax Consequences of IRA's and Roths
March 8, 2016 Current Updates to The (Kentucky) Uniform Trust Code
February 2, 2016 Topics in Medicare
January 5, 2016 How People Make Decisions
December 1, 2015 Holiday Gathering - Charitable Giving and Year-End Tax Planning
October 6, 2015 Capital Markets Outlook - Navigating Investment Returns in a World of Floating Money
September 1, 2015 Current Topics in Estate Planning
May 5, 2015 ESOP's
March 3, 2015 "The (Kentucky) Uniform Trust Code"
February 3, 2015 "Planning to Minimize the Tax Consequences of--and Avoiding Unpleasant Tax Surprises For--Distributions & Transfers of Interests Involving IRAs and Roth Conversions"
January 6, 2015 "Captive Insurance Companies"
December 9, 2014 Holiday Mixer and Meeting - "Charitable Giving"
October 7, 2014 "Maximizing Social Security Benefits"
September 9, 2014 "Estate Planning Challenges for Same Sex Couples in Light of DOMA"
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