The Central Florida Estate Planning Council, Inc. is a local chapter of the National Association of Estate Planning Councils. The purpose of the organization is to foster intelligent cooperation and cordial understanding among members as to the proper relationship between the functions of the attorney, certified public accountant, life underwriter, trust representative, and financial planner in the field of estate planning, to assist its member in keeping abreast of laws and conditions affecting business and personal taxation and the problems of estate accumulation and conservation so as to improve the knowledge of each member and to encourage its members to have as their ultimate goal the rendering of the best professional services to the public.
Join CFEPC or renew your membership now! Visit the Membership page to access current CFEPC membership forms and to read the latest information from the NAEPC.
Members: Your membership gives you access to Leimberg Services. Do you have your Leimberg log in information? If not, please follow these instructions to gain access: Leimberg Instructions for Council Members
Save the Dates for our 2017-2018 Meetings!
October 10, 2017
New Offering! First Lunch & Learn!
September 7, 2017
Mark Brewer, CAP
Charitable Wealth Transfer Planning
November 9, 2017
Barry H. Horowitz, CPA, MST
Tax Consequences of a Change in Residency
January 25, 2018
Bernard A. Krooks, JD, CPA, LLM, CELA, AEP (Distinguished)
Problems of Elderly Clients and Elder Law Solutions
March 15, 2018
Lina R. Storm, CLU, ChFC, MBA
Fundamentals of Distribution Planning for Retirement Plans
The Five-Minute Update
To further our purpose of assisting our members in keeping abreast of laws and conditions affecting business and personal taxation, we will present the latest developments at each meeting via the Five-Minute Update. Kyle C. Griffin, of Dead, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A., will acquaint us with these matters at each meeting.
Meeting Location – The Citrus Club255 S. Orange Ave. Suite 1800 Orlando, FL 32801 Map It
Cocktail/Social Hour begins at 5:45 p.m. with Dinner/Presentation beginning at 6:15 p.m. Guests are welcome. The guest fee is $65 each. Reservations can be emailed to Mia Drury at: MiaatMK@aol.com
Continuing Education credits are available for attendees.