Past Events

November 16, 2022 WS Estate Planning Council - Holiday Social/Member Appreciation Dinner
September 22, 2022 Winston-Salem Estate Planning Council Networking Social
June 22, 2022 Elder Abuse and Exploitation: Lessons From a Prosecutor
Jessica Spencer
January 25, 2022 2022 Economic & Market Update
Kathryn Nusbaum, CFA, CFP®, CPA
November 16, 2021 Navigating Senior Health and Housing Options
Bob Cain
September 21, 2021 Winston-Salem Estate Planning Council Networking Social
June 8, 2021 Electronic Wills
Linda F. Johnson, Attorney at Law
January 26, 2021 Annual Economic Update 2021
Dr. Arthur B. Laffer
November 17, 2020 Looking Back and Looking Ahead: Recent Federal Tax Developments and What We Can Expect in 2021
Professor Samuel A. Donaldson
September 29, 2020 Potential Tax Changes – What to Be Doing Now
Lisa Featherngill, Managing Director of Legacy and Wealth Planning with Abbot Downing
June 30, 2020 Planning in the Time of the SECURE and CARES Acts
Keith Hiatt, CPA, AEP
January 14, 2020 Annual Economic Update 2020
Jim Reichard CFP®, CIMA®, CAIA
November 12, 2019 Planning for Funerals and Disposition in North Carolina
Tanya Marsh
September 12, 2019 Winston-Salem Estate Planning Council Networking Social
May 14, 2019 Recognizing Undue Influence and Lack of Capacity in Clients
W. Kirk Sanders
January 15, 2019 2019 Market Update
Jim Reichard, Managing Director, Market Investment Director, U.S. Trust
November 13, 2018 Planned Giving: Considerations in Advising Philanthropic Clients
Edward Griggs and Chris Hewitt
September 25, 2018 Winston-Salem Estate Planning Council Networking Social
June 5, 2018 2018 Tax Law Update
Keith Hiatt, CPA
January 16, 2018 Annual Economic Update 2018
Will Merchad, Dimensional Fund Advisors
November 14, 2017 Understanding the new IRS Partnership Audit Regime
Katherine A. Waibler
September 19, 2017 Protecting Clients from Evolving Cyber and Identity-Theft Threats
Hugh H. Harris
May 18, 2017 39th Estate Planners Day
May 16, 2017 “Where There’s A Will There’s A Way” The Value of Choices
Melissa Phipps, JD
March 14, 2017 Board of Directors meeting
January 24, 2017 Economic Update for 2017
Gerald Laurain, CFA®, Chief Investment Officer, FTB Advisors
December 13, 2016 Board of Directors meeting
November 15, 2016 “Defending Family Partnerships and LLC’s From IRS Attack”
Curtis Elliott
October 25, 2016 Board of Directors meeting
September 20, 2016 Power of Appointment Support Trust (POAST)
Patrick Beaudry
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