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Estate Planning Council of Southwest Washington

Author Archives: epcwa2013

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Tax Return Preparation and Filing for Estates That Owe Estate Tax (5/19/2026)

Outline

This entry was posted in Meeting on May 21, 2026 by epcwa2013.

Major relationship changes: Disruption to planning & wealth (4/21/2026)

Presentation

This entry was posted in Meeting on April 29, 2026 by epcwa2013.

2025 Market Review and 2026 Outlook (2/2026)

Presentation

This entry was posted in Meeting on February 25, 2026 by epcwa2013.

Business Succession (1/20/2026)

Presentation

This entry was posted in Meeting on January 25, 2026 by epcwa2013.

Two Systems, One Estate: What Washington’s Tax Changes Mean for Your Clients (11/18/25)

Presentation

This entry was posted in Meeting on November 25, 2025 by epcwa2013.

Economic and Market State of the Union (1/21/2025)

Presentation

This entry was posted in Meeting on January 23, 2025 by epcwa2013.

Diminished Capacity & Trusts (9/17/2024)

Presentation

This entry was posted in Meeting on November 20, 2024 by epcwa2013.

Investment Strategy and Wealth Management Topics (11/19/2024)

Presentation

This entry was posted in Meeting on November 20, 2024 by epcwa2013.

10 Income, Gift and Estate Planning Considerations (5/16/2024)

Presentation

This entry was posted in Meeting on May 22, 2024 by epcwa2013.

Navigating the Value of Intangible Assets (4/16/2024)

Presentation

This entry was posted in Meeting on April 11, 2024 by epcwa2013.

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