February 3, 2021 |
Federal Tax Update
Doug Flake, Partner at Squire and Company |
January 6, 2021 |
Cash Balance Plans - A Powerful Tool for Small Business Owners
Jeff Zobell - principal and former CEO of ABG Rocky Mountain |
December 2, 2020 |
Playing in The Utah Legal Sandbox - Big Changes
Carson Pearson - Partner at Pearson Butler |
November 4, 2020 |
The Value of a Philanthropic Conversation
Jacob Dowse and Jim Welsh |
October 7, 2020 |
Maximizing ABLE Accounts for Disabled Clients
Chris Morgan |
September 2, 2020 |
Donor Advised Funds and Impact Investing
Daniel Blake and Kimball Crockett of University Impact |
March 4, 2020 |
Estate Planning and Divorce
Kristy L. Hanson, Attorney - MacArthur Heder Metler |
February 5, 2020 |
Federal Tax Update - What We've Learned
Doug Flake, Tax Partner - Squire & Company |
January 8, 2020 |
The Secure Act - Big Changes to Retirement Accounts
Mel Schwarz - Director of Legislative Affairs - Eide Bailly Washington DC |
December 4, 2019 |
Hidden Costs of Investing - How Wall Street is Screwing You
Kurt Brown |
November 6, 2019 |
3 Vital Steps to Help Clients Prepare for Their Personal Recessions
Robert Shelton |
October 2, 2019 |
Probate: When to Avoid It and When to Embrace It
Bill O. Heder, JD |
September 4, 2019 |
Opportunity Zones: What We Know, What We Don’t, and What We Are Seeing
Jeffrey McClean and Steve Morrill |
May 1, 2019 |
Succession Planning: Legal Pitfalls in Buying or Selling a Business.
Steve R. Sumsion, JD |
April 3, 2019 |
Modifying or Terminating Charitable Entities
Paul MacArthur, JD |
March 6, 2019 |
Veteran Friendly Estate Planning - 2019 Updates
J. RobRoy Platt, JD, EPLS, AEP® |
February 6, 2019 |
Utah Transfer On Death Deed Laws
Jeff Skoubye, JD |
January 2, 2019 |
Business Ethics for the Estate Planning Professional
Aaron Miller, JD, MPA - Brigham Young University |
December 5, 2018 |
Protecting Inherited Retirement Assets (in a Tax-Advantaged Way)
Marianne Ludlow, JD |
November 7, 2018 |
2017 Tax Reform Act - What Estate Planning Professionals Must Know
Ramona K. Johnson, CPA / Partner at EideBailly |
October 10, 2018 |
Estate Planning and Firearms: The Essentials
James P. Alder, JD |
September 12, 2018 |
Modifying Irrevocable Trusts in Utah
Geoff N. Germane, JD, EPLS, AEP® |
April 11, 2018 |
Lead Trusts: Improve Your Family Gifting
Cristina Pianezzola, JD - UVU Gift Planning |
March 7, 2018 |
Donating Closely Held Assets to Donor Advised Funds: What Every Advisor Needs to Know
Nathan Daley JD, Fidelity Charitable |
February 7, 2018 |
Key Provisions of the Tax Cuts and Jobs Act
Angie Morris, CPA and Josh Van Cott, CPA |
January 3, 2018 |
Counseling Families In Wealth Preservation Planning
Joanne Stern, PhD |
December 6, 2017 |
Estate Planning for Blended Families
K. Paul MacArthur |
November 1, 2017 |
Tax Law Update: What You and Your Clients Need to Know
Doug Flake, JD, CPA |
October 4, 2017 |
Purposeful Investing
John L. Unice, CFP® |
September 6, 2017 |
Special Needs Trusts: Blessing the Lives of Those in Greatest Need
Ronda Gardner, CPA |
May 18, 2017 |
UVU Business & Economic Forum
Keynote: Hyrum W. Smith |
April 5, 2017 |
Planned Giving Mythbusters
Utah Planned Giving Roundtable Board Members |
March 1, 2017 |
The Many Uses of Life Insurance
Scott Phillips, JD |
February 1, 2017 |
"Working with Clients with Diminished Capacity"
William M. Jeffs |
January 4, 2017 |
Effective Asset Protection Strategies in Utah
Rust Tippett, JD |
December 7, 2016 |
End of Year Gifting - Legal Essentials You Need to Know
Randy Lish, JD |
November 2, 2016 |
Perspectives of a Professional Trustee
Mark Mitchell, JD |
October 5, 2016 |
Your Closely Held Business Interest is Worth More Than it's Worth (and other IRS truths from the 2704 Regulations)
Geoff Germane, JD, AEP®, EPLS |
September 7, 2016 |
The Dark Side of Portability: When to Avoid Portability and a Few Options to Move Toward Getting the Best of Both Worlds.
Curtis Harris, J.D., LL.M. |
May 19, 2016 |
2016 UVU Business & Economic Forum
Featuring Al Switzler, NY Times Best-selling Author |
April 6, 2016 |
Solving the Social Security Puzzle: What You Need to Know Before You Claim
Mark T. Sumsion, Scott H. Garbutt, & Flint J. Stephens |
March 2, 2016 |
Advance Funeral Planning - What Estate Planning Professionals Need to Know
Layton Cottrell |
February 3, 2016 |
How a Trusteed IRA Can Improve Your Retirement Plan
Lee S. McCullough III |
January 6, 2016 |
The Power of Networking for Estate Planning Professionals
Jeff Rust, Corporate Alliance CEO |
December 2, 2015 |
Year End Tax Planning Strategies
Shaun D. Olsen CPA |
November 4, 2015 |
"Make Every Word Count: How to Become An Effective Speaker"
Elain Witt |
October 7, 2015 |
"Out-of-date" Estate Planning Pitfalls
McKay Johnson, JD, LLM |
September 2, 2015 |
Panel Discussion - Estate Planning Strategies
Panel of Estate Planning Professionals |
August 5, 2015 |
Having Your Cake and Eating it Too. Helping Our Clients to Use Charitable Giving to Not Only Give But to Get.
Philip D. Barker, J.D. CSPG, CFRE |
June 3, 2015 |
Brown Bag Networking Luncheon
Pure Networking Event |
May 14, 2015 |
2015 Business & Economic Forum
Keynote Speakers: Roger Connors, Matthew S. Holland, and Larry Gelwix |
April 1, 2015 |
Utah Legislative Update
Senator Curt Bramble |
March 4, 2015 |
Utah State Income Tax Update
Comm. John L. Valentine |
February 4, 2015 |
Chartiable Gift Annunity Planning
John M. Barger |
January 7, 2015 |
Social Security 101
W. Craig Judd, CLTC |
October 1, 2014 |
Estate planning monthly luncheon
Brand Barney- Security analyst at Security Metrics |
September 3, 2014 |
Estate planning monthly luncheon
Lee McCullough |
May 27, 2014 |
UVU Business/Economic Forumm
|
April 2, 2014 |
Utah Valley estate planning monthly lunch
Senator John Valentine |
March 5, 2014 |
Current state of estate planning
Mckay Johnson |
February 5, 2014 |
Obamacare Update
Greg Mattis |
January 15, 2014 |
The Community Foundation of Utah
Fraser Nelson |
December 4, 2013 |
White Collar Crime
Michael Pickett of the FBI |
November 6, 2013 |
Emerging Issues in ESOP Planning
Mr. Roy A. Farmer II |
October 9, 2013 |
Charitable Remainder Trusts and their Uses
Henry Whiffen |
September 4, 2013 |
Current Pension Planning Updates
Leonard "Bo" Graham |
May 21, 2013 |
Utah Valley University Business & Economic Forum
|
April 3, 2013 |
Legislative Update
John Valentine |
March 6, 2013 |
Business Valuation
Peter H. Agrapides, MBA, AVA |
February 6, 2013 |
Personal Financial Planning
Jacob P. Sybrowsky, Ph.D. CRC® RFC |
January 16, 2013 |
Lending Issues in Estate Planning Since TARP
Brad Adamson, Zions Bank |
December 5, 2012 |
Tax Planning under Obamacare
Ron Hawkins, Hawkins Cloward and Simister |
November 7, 2012 |
Utah Division of Securities Update--Estate Planning Issues to Know
Keith Woodwell, Director of Utah Division of Securities |
October 10, 2012 |
Planning to Preserve a Legacy; Lessons Learned from Mediating Estate Planning Disputes
Anthony Schofield |
September 5, 2012 |
Life Insurance as a Hedge and Other Needed Changes in our Perceived Rules of Thumb
Jim Gulbrandsen of Kingsbury Wealth Strategies |
May 2, 2012 |
May Half-Day Event
Various |
April 4, 2012 |
Utah Legislative Update
Senator John Valentine |
March 7, 2012 |
Divorce Issues in Estate Planning
Lorie D. Fowlke, JD |
February 1, 2012 |
Use of Annuities in Estate Planning
Ron Olson |
January 9, 2012 |
Tax Planning after Obamacare
Ron Hawkins, Hawkins Cloward and Simister |
January 4, 2012 |
Utah's Captive Insurance Industry
Ross Elliot, Captive Insurance Director, Utah Insurance Department |
December 7, 2011 |
Ethics Issues in Estate Planning
Reese Hansen of the BYU Law School |
November 10, 2011 |
Asset Protection and Integrated Estate Planning
|
November 2, 2011 |
November 2nd UVEPC Luncheon: Best Practices and Avoiding Common Mistakes and Pitfalls in Estate Plan
Judge M. James Brady, Utah Fourth District |
October 5, 2011 |
Roth IRAs in Estate Planning
Erik Hendrickson, Bernstein Global Wealth Management |
September 7, 2011 |
Planning for Senior Benefits--Medicare, Long-term care, and Short-term care
Matt Gibson |
June 1, 2011 |
June UVEPC Event: Business Valuations in Estate Planning
Eddie Norris |
May 4, 2011 |
National Speaker from the National Association of Estate Planning Councils
Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM |
April 7, 2011 |
Pay UVEPC Member Dues
|
April 6, 2011 |
Legislative Update with State Senator John Valentine
John Valentine |
March 2, 2011 |
Estate Planning Case Studies
Tyler Vongsawad |
February 2, 2011 |
Tax and Financial Planning with Charitable Trusts
Geoff N. Germane, JD |
January 5, 2011 |
Tax Update Luncheon
Ron Hawkins |
December 1, 2010 |
Charitable Giving as an Estate Planning Tool in 2011
Philip D. Barker, J.D., CSPG |
November 3, 2010 |
Strategies and Pitfalls Learned from Recent Court Cases
Scott Soelberg, Attny and Shaun Olsen, CPA |
October 6, 2010 |
Squeeze, Freeze and Burn: Running the Numbers on a Sale to an Intentionally Defective Grantor Trust
Lee S. McCullough, III, JD |
September 1, 2010 |
Estate Planning Strategies Until Congress Acts
William L. Prater, Attny |
June 2, 2010 |
Influencer Training & Golf (golf optional)
People Smart Solutions, Inc. |
May 6, 2010 |
May Event - National Speaker
Robert G. Alexander, J.D. |
April 7, 2010 |
Utah Legislative Update
Senator John L. Valentine |
March 3, 2010 |
Values Based Estate Planning
Henry Whiffen |
February 3, 2010 |
Banking & Lending - Economic update
Matt C. Packard |
|
View Current Events
|