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Tuesday, March 12, 2024
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Washington Update
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Tuesday, February 13, 2024
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Estate Planning Strategies in a Rising Rate Environment
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Tuesday, January 16, 2024
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Joint Councils Meeting: Business Succession Planning
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Tuesday, November 14, 2023
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Fiduciary Representation
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Tuesday, October 17, 2023
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Charity Night with Forty Carrots Family Center
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Tuesday, September 12, 2023
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Top 10 Charitable Planning Strategies for Advisors
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Thursday, June 22, 2023
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Philanthropy in Challenging Times: What’s Keeping Us Up At Night & Our Role in Facilitating Good
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Tuesday, May 02, 2023
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Annual Meeting & "Golf" Outing
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Tuesday, March 07, 2023
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Top Ten Estate Planning and Estate Tax Developments of 2022
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Tuesday, February 21, 2023
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Business Valuation in Today’s Challenging Economic Environment
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Tuesday, January 17, 2023
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Elder Issues and Special Needs Trusts
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Tuesday, December 13, 2022
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Holiday Social
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Tuesday, November 08, 2022
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My Time in Trial – The Good, The Bad and The Ugly
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Tuesday, October 18, 2022
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Charity Night: Sarasota County Sheriff’s Office Charitable Foundation and Community Mental Health Crisis
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Tuesday, September 13, 2022
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Federal Tax Update with Sam Donaldson
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Tuesday, May 17, 2022
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Annual Meeting & Wine Dinner
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Tuesday, March 08, 2022
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March Meeting of the Southwest Florida Estate Planning Council
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Tuesday, February 08, 2022
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February Meeting of the Southwest Florida Estate Planning Council
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Tuesday, January 18, 2022
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Joint Councils' Meeting: Family and Wealth Sustainability
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Tuesday, November 09, 2021
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Distinguished Speaker Series Presents The Secure Act: Trust Income Tax Planning Strategies
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Tuesday, October 12, 2021
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Food for Thought with Local Charities Featuring Meals on Wheels PLUS of Manatee & All Faiths Food Bank
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Tuesday, September 14, 2021
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Distinguished Speaker Series Presents "Business Trusts"
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Tuesday, May 18, 2021
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Annual Meeting
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Tuesday, March 16, 2021
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How to Defend Against New Techniques to Steal Your Identity and Money - Carrie Kerkie
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Tuesday, February 16, 2021
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Elephants in the Room - Carolann Grieve
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Tuesday, January 19, 2021
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Estate and Charitable Planning in light of the recent 2020 Election, the Secure Act and the CARES Act - Jere Doyle
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Tuesday, November 17, 2020
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Top Ten Reasons Trustees May be Sued...and How to Fulfill Ethical Responsibilities and Reduce Litigation Exposure - Sharon Klein
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Tuesday, October 13, 2020
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CHARITY NIGHT -Neuro Challenge Foundation
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Friday, September 25, 2020
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Practical Estate Planning in Uncertain Times - Florida Bar Tax Section
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Tuesday, September 15, 2020
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You Mean I Can't Bribe the Coach? Modern Ethics Issues You Didn't See Coming AND Avoiding the Trustee Risks You Didn't Know Existed - Lauren Wolven
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Tuesday, May 12, 2020
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Annual Outing 2020
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Tuesday, March 17, 2020
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CANCELLED - How to Defend Against New Techniques to Steal Your Identity and Money - Carrie Kerskie
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Tuesday, February 11, 2020
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Topic: “The Top Ten Estate Planning and Estate Tax Developments of 2019 -Ronald D. Aucutt
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Tuesday, January 21, 2020
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Creditor and Trust Planning Strategies You May Not Know About - Alan Gassman
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Tuesday, November 12, 2019
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Dr. Gerry Beyer - Avoid Being A Defendant - Estate Planing to Avoid Malpractice
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Tuesday, October 08, 2019
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CHARITY NIGHT - Community Foundation of Sarasota County - 40th Anniversary
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Tuesday, September 10, 2019
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Top 5 Innovative Estate PlanningTechniques with Life Insurance
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Tuesday, May 14, 2019
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Annual Outing 2019
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Tuesday, March 12, 2019
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Breaking the Internet: How auction houses find buyers, track trends and value tangible personal property online for their sellers
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Tuesday, February 12, 2019
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Access to Digital Assets - S. Dresden Brunner, Esq, S. Dresdent, P.A.
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Tuesday, January 22, 2019
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Tax Basis Planning -- less on basis rules and more on planning ideas
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Tuesday, November 13, 2018
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Where the Rubber Meets the Road:Implementation of Trust Provisions
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Tuesday, October 09, 2018
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Charity Night: Sarasota Orchestra
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Tuesday, September 11, 2018
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Contemporary Estate Planning Paradigms for Married Couples
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Tuesday, May 08, 2018
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Annual Outing 2018
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Tuesday, March 13, 2018
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Everything You Need to Know about Business Valuations - Richard Goeldner, ASA, CPA, CVA
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Tuesday, February 13, 2018
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Long Term Care Insurance: Everything Planners Need to Know about LTC Insurance
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Tuesday, January 16, 2018
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Protect Vulnerable Seniors from Financial Exploitation
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Thursday, November 16, 2017
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Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives
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Thursday, November 02, 2017
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Construction Issues for the Modern Family in the Estate Planning Documents -- Lee-Ford Tritt
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Tuesday, October 10, 2017
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Charity Night: Sarasota Opera Youth Progrm
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Tuesday, May 09, 2017
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Annual Outing 2017
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Tuesday, March 14, 2017
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U.S. Estate and Gift Tax Planning for International Clients
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Tuesday, February 21, 2017
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Game-Changing social security strategies -- David Kennon, CWS©
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Tuesday, October 18, 2016
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Charity Night - Books for Kids
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Tuesday, September 13, 2016
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Estate Planning and the Trustee Selection Process -- Minefields to be Aware of
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Tuesday, May 10, 2016
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Annual Outing 2016
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Tuesday, March 08, 2016
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March Monthly Meeting
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