Tuesday, November 15, 2016

Join us for special guest speaker, 

John Barton

Brandywine Valuation Consultants, LLC

Presentd

"The Effect of IRC 2704 on Gift Tax Valuations"

  • Explanation of IRC 2704: How it will change the estate planning process,
  • A history of the IRS’s position on discounts for lack of control and lack of marketability,
  • Jurisdiction – Who controls the outcome?  The IRS?  The U.S. Tax Court?  Congress?
  • How IRC 2704 conflicts with the Fair Market Value Standard,
  • Where the proposal now stands.

Register now! http://www.epccp.org/events/event/13269

Bring a guest and be entered to win our free meeting drawing.

GUESTS will be entered in a drawing for a FREE EPC MEMBERSHIP for 2016-17 & guests attend at the member rate! 

Tuesday, November 15, 2016

Luncheon:  11:30 AM

West Shore Country Club, 100 Brentwater Rd., Camp Hill, PA

Luncheon Schedule:

11:30 AM – 12:00 PM    Networking

12:00-12:45 PM            Lunch

12:45 – 1:30 PM           Program

All Meetings are held at the West Shore Country Club, 100 Brentwater Rd., Camp Hill, PA

Cost per meeting:  $45.00 EPC Members & First-Time Guests

$65.00 Non-members & Repeat Guests

 

2016-17 Membership Meeting Calendar:

Tuesday, November 15, 2016 Luncheon

Thursday, February 23, 2017 Cocktail Hour Social

Tuesday, April 25, 2017 Luncheon


MEMBERSHIP:  Our Council consists of over 140 members from various disciplines including accountants, attorneys, insurance and financial advisors, trust officers and other related professionals.  Our members meet four times per year for networking and an educational seminar on current estate planning topics. All meetings are held at the West Shore Country Club, Camp Hill, PA.  To join our Council, please complete our membership form or contact Melissa Simpson, Association Manager, for more information at 717-317-9117 or  EPCCentralPA@gmail.com.