Past Events

May 20, 2024 Charitable Tools Panel Presentation
Panel of Speakers
April 29, 2024 Outstanding Speaker Series! Hosted By Community Foundation Tampa Bay
April 22, 2024 Conversations with a Probate Judge
Judge Coleman
March 25, 2024 Uncertain Times: Ideas to Navigate through 2026
Luke Britt
February 26, 2024 Heckerling Roundtable
Panel of Speakers
January 22, 2024 Annual Tax Update
David Reyes, CPA, Shareholder
December 11, 2023 Identifying Elder Abuse and Preventing Scams
Discussion Panel
November 13, 2023 Retired IRS Agent
Mike Sinclair
October 23, 2023 Fall Social- Big Storm Brewing Tap Room
Social Networking Event
September 12, 2023 Keeping up with the Cool Kids
Samuel A Donaldson, JD, LLM
May 22, 2023 Estate Planning Perils: View from a Corporate Trustee
Colleen Carson Beinhauer, J.D., LL.M.
April 24, 2023 Digital Assets
Lee Poskanzer
March 23, 2023 Multi-Disciplinary Teaming- A Best Practices Approach
Jordon Rosen, CPA, MST, AEP® (Distinguished)
February 27, 2023 Essential Legal Planning for Special Needs Families
Travis Finchum Special Needs Lawyers, PA
January 30, 2023 January Meeting - Tax Update - What's New for 2023
January 26, 2023 PCEPC Social
December 12, 2022 Great Planning Strategies that are Underused or Not Understood - December PCEPC Meeting
Alan Gassman
November 14, 2022 Are Irrevocable Trusts Really Irrevocable - November PCEPC Meeting - LUNCH with Suncoast Estate Planning Council
Al W. King, III, JD, LL.M., AEP, TEP
October 17, 2022 Where are we going? October PCEPC Meeting
September 29, 2022 POSTPONED - PCEPC Fall Social
September 19, 2022 September PCEPC Meeting - Mental Health First Aid: A Training for Everyone that Could Save Anyone - Joint with Suncoast Estate Planning Council
April Lott, LCSW - President & CEO, Directions for Living
May 26, 2022 Spring Social - Joint SEPC/PCEPC
May 23, 2022 Planning Considerations for Non-Citizens - May PCEPC Program
Fabrice Marmousez
April 25, 2022 April - Update on New IRA Proposed Regulations
Linda Griffin
March 28, 2022 Estate Planning for the LGBTQ+ Community
Timothy C. Martin, Esq.
February 28, 2022 Socially Responsible Investing
Kit MacNee
January 24, 2022 Tax Update with PDR
December 13, 2021 The Digital Afterlife -- A Look at Digital Property and the Impact on Client Portfolios
Lee Poskanzer, Directives Communication Systems
November 15, 2021 The Income Dilemma – Finding Income and Growth in a Historically Low Interest Rate Environment - PCEPC November HYBRID Meeting
William J. Smith and Marcus R. Hopkins
October 21, 2021 Transition by Design: Successful Succession of the Privately Held Business and Wealth
Susan P. Rounds
September 20, 2021 Medicare, Medicaid and Long Term Care Updates - September Meeting
Linda R. Chamberlain
September 9, 2021 POSTPONED - Welcome Back Social
May 17, 2021 IRAs...How Has Planning Changed in the Past Year and How Do You "FIX" Beneficiary Designations After the Death of the Owner? Linda Griffin
Linda Griffin
May 14, 2021 PCEPC in Action - Feeding Tampa Bay Mobile Food Pantries
April 26, 2021 Direction Memo: The Importance of a Letter of Instructions in Modern Estate Planning
Paul Casperson
March 22, 2021 Trust Panel Discussion
Gentry Byrnes, Erica Smith, Darby Jones
March 20, 2021 PCEPC in Action - Keep Pinellas Beautiful
February 10, 2021 Catch The Legacy Wealth Wave: Helping Boomer Clients Hit Their Legacy Home Run
Phil Cubeta
January 28, 2021 Tech Tips Swap Op - Kickoff 2021
PCEPC Social Committee
January 25, 2021 2020 Tax Update and Beyond
Cathy Haug and Ryan Hayden - Carr Riggs & Ingram
December 17, 2020 Biz Buzz Bingo - The 2020 Edition
PCEPC Social Committee
December 3, 2020 Purposeful Planning -- Moving Beyond Traditional Planning to Enhance the Client's Estate Planning Experience - VIRTUAL
John A. Warnick
November 12, 2020 The Central Role of Family Governance in Today’s Estate Planning - Virtual Meeting
Tom Rogerson
October 29, 2020 Virtual Scavenger Hunt - The 2020 Edition
Hosted by the PCEPC Social Committee
October 8, 2020 Virtual Meeting - Year-End Planning in 2020 – Including Planning for a Biden Administration
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
September 24, 2020 Coffee, Conversation & Covid - VIRTUAL
Marissa Levine, MD, MPH, FAAFP & Jennifer Katzenstein, PhD
September 21, 2020 September 21st Virtual Meeting - PPP – Forgive BUT Never Forget ~ Applications & Implications
Alan Jowers, CPA
May 18, 2020 Free Virtual Meeting-Comprehensive Planning for Aging Adults - A Panel Discussion
Leann Moore, Jennifer Shulman, Teresa Jackson
April 23, 2020 Guns and Roses: What Elder Law Attorneys Need to Know About Dementia and Gun Ownership
Professor Bobbi Flowers, Esq.
March 23, 2020 CANCELLED - Estate Planning Roundtable Discussion
February 24, 2020 Behind the Numbers:The Story within Nonprofit 990's & Audited Financial Statements
Nancy Ridenour, Executive Vice President & Chief Strategy Officer at Habitat for Humanity of Pinellas and West Pasco Counties
January 27, 2020 Tax Update
Paul Dunham, CBIZ
December 16, 2019 IRA Legislation/Planning & Trust Panel Discussion
Rick Buschart, Linda Griffin & Suzanne Patrick
December 12, 2019 Interpretation vs. Intent Panel Discussion
Darby Jones, Esq., Erica Smith, Esq. Gentry Byrnes, Esq.
November 18, 2019 Fundamentals of Cybersecurity Law for Estate Planning Professionals
Adam Brouillet
October 30, 2019 8th Annual Pinellas County Estate Planning Council Seminar
October 19, 2019 International Coastal Cleanup - Sand Key Park
September 23, 2019 Ready or Not, Like It or Not, E-Wills/Trusts/and Other Estate Planning Documents are Coming
Angela M. Adams, Law Office of Wm. Fletcher Belcher
September 11, 2019 2019 Fall Social
May 20, 2019 Working with People with Dementia and Assessing Capacity
Linda Chamberlain & Dr. Diana Pollock
April 25, 2019 April Luncheon~ Creating Exceptional Estate Plans: Drafting Tools & Tips
Rachel Drude-Tomori, Esq., LL.M.
March 25, 2019 Trust Protector
Hamden Baskin
February 25, 2019 A Panel Discussion ~ Trends in Charitable Giving
Community Foundation of Tampa Bay & Pinellas Community Foundation
January 28, 2019 Tax Update
Crown & Company CPA’s
December 3, 2018 Ethical and Practical Considerations in Using Social Media
Joseph A. Corsmeier, Esquire
November 5, 2018 Self-Directed IRA and 401(k) for Wealth Building in Estates
Jon A. Galane & Megan Galane with Mountain West IRA
October 24, 2018 7th Annual Pinellas County Estate Planning Council Seminar~ New Tax Laws
September 24, 2018 2018 Fall Social
May 14, 2018 Affluent Issues Related to Property & Casualty Insurance
Bob Childress
April 26, 2018 A Potpourri of Potential Estate Planning Abuses
Jay Fleece, Esq.
March 26, 2018 Role of Trusts in the Divorce Process
Ky Koch, Esq.
February 26, 2018 Getting to the Heart of the Matter!
Keith Todd, Ernestine Morgan CFRE, George Ann Bissett, Mike Sutton, CFRE
February 7, 2018 2018 Winter Social
January 29, 2018 Tax Update
Jay Wadsworth, Javier Zuniga
December 11, 2017 Estate Planning for Your Intellectual Property
Brittany Maxey, Esq.
November 13, 2017 New DOL Fiduciary Role
Tom Ginnetti, Eduardo Suarez-Solar
October 18, 2017 6th Annual Pinellas County Estate Planning Council Seminar
Ky Koch, Eileen Poiley, Sandra Diamond, Ginger Snyder, Jim Carlstedt, Andrea de Cortes, David Barnhill
September 25, 2017 The Continued Importance of Diversification in the Management of Investment Portfolios
Adam Abelson
September 13, 2017 2017 Fall Social
May 15, 2017 Tax Efficient Plan Design for 2017
Janet Panebianco, CPA, MBA
April 20, 2017 Florida Senate Bill 206 & What Electronic Wills Means for Estate Planners
Linda Griffin
March 20, 2017 Renowned Negotiations: And What We Can Learn From Them
Mark Purtee, CPRES, MCNE
February 27, 2017 Successful Incorporation of Charity into the Business Exit Plan
William McQueen, CPA, JD, LLM, CExP
January 23, 2017 2016 Income Tax Update
Debi Alberdi
December 5, 2016 Social Media Strategy
Bryn Warner
November 7, 2016 Wills of Famous Women and the Lessons They Teach Us
Michael E. McCarthy
October 19, 2016 5th Annual Estate Planning Seminar
September 19, 2016 The Dynamic and Ever Fascinating Markets!
September 14, 2016 Fall Social
May 16, 2016 Cash for Your Warhol: Art & Tangible Property Valuation for Estate Tax Purposes
Joe Niewierski
April 21, 2016 Practice Challenges in Probate and Guardianship
Judge Linda Allan
March 21, 2016 Pinellas County Veterans Services - An Introduction to Veterans Benefits
Zeffery Mims, Veterans Service Officer
February 22, 2016 Protecting Americans From Tax Hikes Act of 2015 (PATH) ~ Summary of Charitable Aspects to Implement into your Practice
Michael Faehner, Esq.
January 25, 2016 Tax Update
Mike Bollenback, CPA
December 14, 2015 Collaborative Process - The new (and improved) dispute resolution alternative for divorce, probate, labor, et al
Nancy Harris, Esq.
November 16, 2015 Elder Law Basics
Linda Chamberlain, Esq.
October 21, 2015 4th Annual Estate Planning Seminar
October 5, 2015 Planning with IRA's & Qualified Plans
Chris Denicolo, Esq.
September 17, 2015 Fall Social
May 18, 2015 "Chronic Health Care and Funding Strategies."
Marcy Hawk Doran, CLTC Financial Representative
May 13, 2015 Spring Social
April 16, 2015 Getting a Grip on Fiduciary Accounting Under the Florida Uniform Principal and Income Act, Chapter 738, Florida Statutes
Linda Suzzanne Griffin
March 16, 2015 "ABC’s of Charitable Giving"
Michael J. Faehner | LL.M. (Tax), Esquire
February 23, 2015 "Directed Trusts"
Joan K. Crain, Senior Director, Wealth Strategist, BNY Mellon Wealth Management
January 26, 2015 “2015 Tax Outlooks and Changes”.
Jay Wadsworth and Javier Zuniga from PDR CPA’s
December 15, 2014 "Legacy: How You Live Today and How You Are Remembered Tomorrow."
Karen Stoller Fletcher of PNC
November 17, 2014 “Managing Risks and Navigating Uncertainty”
Scott L. Pieper, CFA, who is the Chief Investment Officer for Sabal Trust Company
October 6, 2014 To Be Announced
September 17, 2014 Fall Social
May 19, 2014 Global Economy and the Impact on the Tampa Bay Economy
Dean of the College of Business at University of Tampa
May 14, 2014 Spring Soical
April 17, 2014 Joint meeting with Clearwater Bar
Louis T. M. Conti, Esq
March 17, 2014 To Be Announced
Hamden Baskin, III and Jay Fleece, III
February 24, 2014 Thwarted Charitable Intent- Opportunities and Pitfalls in Gifts to Charities
Joan Crain Senior Director for BNY Mellow Wealth Management
January 27, 2014 “What every professional advisor should know about the Affordable Care Act”
Ed Suarez, Esquire
Michael W.Porter
November 18, 2013 Joint Accounts and Litigation
Brandon Bellew, Esq
October 23, 2013 2nd Annual PCEPC Seminar
More Information to come
October 7, 2013 "Technical Analysis-Charting Stock"
September 18, 2013 Fall-Kick off social
May 20, 2013 Portability, Panacea? Pariah? Placebo?
Lester Law
April 18, 2013 Digital assets with the subject titled: Planners on the Ground, Assets in the Cloud: Estate Planning
Travis Hayes
March 18, 2013 Fixing Trusts That Don't Work Judicial, Non-Judicial Modification and Decanting
Janet Bandera
February 25, 2013 David Frye, Esquire (Regional Fiduciary Executive)
David Frye
January 28, 2013 Federal Tax Updates for 2013
Mike Bollenback Sponsored by Bollenback & Forret, PA, CPAs
December 10, 2012 "Special Needs Trusts: Defining the Basics and Discussing the lesser-known Uses of SNTs."
November 26, 2012 “Who gives? Philanthropy’s role in estate planning”
Bill Roth
October 22, 2012 "What Happens After "I Do" The Impact of Marriage, Divorce and Cohabitation on Estate Plannin
Melissa Register
October 17, 2012 Estate Planning Seminar
September 18, 2012 Fall Kick Off
May 21, 2012 Crystal Ball View on the Estate Tax for 2013 and Some Can’t Miss Planning Opportunities’
Michael Faehner
April 19, 2012 Joint meeting with Clearwater Bar
Andy Sasso
March 19, 2012 Charitable Planning during an Economic Downturn
Dan Mann
February 27, 2012 Same Sex Planning Tips
Jacquelyn S. Brennan
January 23, 2012 Tax Updates
Brian Gunderson
December 12, 2011 Marital and Nonmarital Assets/Professional Liability
Ben Older & Gary Weisman
November 14, 2011 Powers of Attorney: The Good, The New and The Ugly."
Katie Everlove-Stone
October 17, 2011 Asset Protection
Alan Gassman
September 21, 2011 Fall Kick-Off
Fall Kick-Off
June 1, 2011 No Meetings in June, July or August
May 16, 2011 Special needs Trust Planning
The Centers for Special Need Trusts
April 21, 2011 “Planning Opportunities and Structures under the New Estate Tax Law"
Alan Gassman
March 21, 2011 "The economic outlook with special attention to the Bond Market"
Dan Richardson, Ted Pohl and Michael Scott
February 28, 2011 "Emerging Life Insurance Product and the Changing Marketplace"
January 24, 2011 Repeal of the Estate Tax/New rules for 2011
Melissa Register
December 13, 2010 Year End Tax Planning
Mike Bollenback & Suzanne Patrick of Bollenback & Forret, PA
November 15, 2010 Revocation of Wills: An idea whose time has come?
Tae Kelly Bronner
October 18, 2010 “(Almost) Everything You May Want to Know About The Use of Trust Protectors”
September 22, 2010 Fall Kick-Off at the Dunedin Fine Arts Center
May 17, 2010 "Deferred Charitable Giving: CRATs; CRUTs; and NIMCRUTS."
Kenneth J. Crotty, J.D., LL.M.
April 15, 2010 Joint Meeting with Clearwater Bar
March 15, 2010 “2010-The Year that wasn’t supposed to Happen but has? How to Deal with Estate and Tax Issues in a
Michael Faehner
February 22, 2010 Quantifying the Most Compelling Transfer Tax Strategies
Steve Emma
January 25, 2010 Electronically Filing of Court Documents & Probate Matters
Ken Burke & Diane Elliott
January 24, 2010 Repeal of the Estate Tax/New rules for 2011
Melissa Shumaker
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