Past Events
January 12, 2021 |
HOW TO INCLUDE PHILANTHROPY IN YOUR CLIENTS' ESTATE PLAN: Tales From The Field
ALBERT RUSSO, SUZANNE BARTON, DAVID J. TOLL, ESQ. |
December 9, 2020 |
2020 HOLIDAY DONATION EVENT
Benefiting CYS and Media Food Bank |
November 10, 2020 |
VA BENEFITS-Veterans/Dependants/Survivors
MICHAEL J. LYNCH, CFP |
October 23, 2020 |
ZOOM Committee Meeting
Panel |
October 13, 2020 |
PHEW, PHEW, PHEW..... Paycheck Protection Program Panel Discussion
Stella Economidis, Tom Killion, Ken R. Kramer, Gianluca Santinelli & Moderator-Hollie McDonald |
September 8, 2020 |
CAN WE TALK? Tackling Tough Topics with Clients, Co-workers and More.
Dena Lefkowitz, Esq., PCC |
June 15, 2020 |
Projecting Confidence, Credibility and Leadership on Camera: What Every Professional Needs to Know in the Era of COVID-19
LAURA SICOLA, PhD |
March 10, 2020 |
“I have owned my business for many years, and I want out." A Panel Discussion on Business Transition and Succession Planning
Robert Simpson, CPA, MT; Daniel Gomez; William A Doyle, Esq.; & Brett David Sovine |
February 11, 2020 |
TAX CUTS AND JOBS ACT: SECTION 199A - QUALIFIED BUSINESS INCOME DEDUCTION
Speaker: James J. Ruggiero, Jr., Esq. AEP |
January 14, 2020 |
Planning for Legacy Must Touch Both Head & Heart-Can This Be Saved After Tax Reform?
Speaker: Philip Cubeta, Wallace Chair in Philanthropy, American College of FInancial Services |
December 10, 2019 | Annual DCEPC Holiday Party |
November 12, 2019 |
Elder Law and New Guardianship Rules
Speaker: Linda Anderson, Esq. of Anderson Elder Law |
October 15, 2019 |
Art Fakes and Forgeries - Trick or Treat
Speaker: Matthew Wilcox, Director Material Culture Auctions |
September 10, 2019 |
Qualified Opportunity Zones: What They Are, Maximizing Tax Benefits, and Investment Considerations.
Speakers: Christine A. Reuther, Esq. and J. Patrick Killian, Director Delaware County Commerce Center |
March 12, 2019 |
The Brave New World for Fiduciaries: Compliance and Cautionary Tales
Laura Solomon, Esq. & Juliana VanDuyne-King, Esq. of Laura Solomon & Associates |
February 12, 2019 |
White Collar Fraud: Red Flags For Professionals and their Clients
Linda Dale Hoffa, Esquire |
January 8, 2019 |
Charitable Giving and Ethics for Estate Planners and Financial Advisors: You be the Judge
Suzanne Friday, VP Legal Affairs the Council on Foundations |
December 11, 2018 | Holiday Party - Spasso's Restaurant Media, PA |
November 13, 2018 |
MEDICARE 101
Ed Malloy, Malloy Advisers |
October 9, 2018 |
Delaware County Orphans' Court Playbook: What You Need To Know-Covering New Rules, Regulations, and Day-to-Day Court Practice
Kristi M. Dick and Cynthia A. McNicholas, Esq.,,William G. Halligan, Esq. and Tim Lutes, Esq.Clerks of the Orphans' Court |
September 11, 2018 |
Estate and Gift Tax Changes in the New Tax Act
Daniel B. Evans, Esquire, The Evans Law Firm |
March 13, 2018 |
Employment Law-Hiring in the Commonwealth? Three Legal Considerations on the Forefront
Michael P. Avila, Esq. - Fisher & Phillips,LLP in Radnor, PA |
February 13, 2018 |
Planning for Business Valuations
David C. Gates, President – Gates & Company |
January 9, 2018 |
The Tax Cuts and Jobs Act of 2017: Winners, Losers, Skeptics and Soothsayers
Professor Christopher Woehrle of The American College of Financial Services, Bryn Mawr, PA |
December 12, 2017 | Holiday Party |
November 14, 2017 |
Non Judicial Settlement Agreements in PA and DE, Trust Decantings and Mergers
W. Donald Sparks, II, Esq., Richards Layton & Finger |
October 10, 2017 |
Estate Planning with Retirement Assets
Phil Zimmerman, CFP Merrill Lynch |
September 12, 2017 |
Dept. of Labor Fiduciary Rules: Were Are We and What Should We Do Now?
John P. Quinn, Esq., & Samuel E. Cohen, Esq. of Marshall, Dennehey, Warner, Coleman & Goggin, PC |
March 7, 2017 |
Divorce and Pension Election Planning
Lyn Schoenfeld, Esquire & Matt Morley, Esq. |
February 7, 2017 |
Recent Developments in Asset Protection
John A. Terrill, Esquire |
January 3, 2017 |
Ok. You've Prepared the Money for the Family, But Have You Prepared the Family for the Money?
Tom Rogerson, Senior Managing Director, Family Wealth Strategist, Wilmington Trust |
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