Philadelphia Estate Planning Council

Events

    • Tuesday, October 18, 2022
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "Private Placement Life Insurance (PPLI) - What Every Estate Planner Should Know"

    BRING A GUEST FOR FREE TO THE OCTOBER MEETING: To celebrate National Estate Planning Awareness Week and introduce more estate planning professionals to our council and allow them to experience one of our high-quality luncheon programs, current PEPC members are invited to bring a NON-MEMBER guest to the October luncheon program at NO CHARGE. We encourage all members to bring a colleague who would be a potential new member of the PEPC. Please take advantage of this opportunity to add to the pool of estate planning professionals that make up PEPC's membership. When registering for the meeting through the PEPC website, you will have the option to add a guest to your registration at no charge.

    COFFEE MEET AND GREET: The PEPC has organized a meet and greet coffee station prior to our  luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join!

    VIRTUAL MEETING OPTION: Attendees who are unable to join us in person for the meeting at the Union League, may choose virtual registration instead.   Attendees will be able to watch the live stream broadcast of the program and receive continuing education credits.  

    PROGRAM OVERVIEW

    In recent years, the market for Private Placement Life Insurance (PPLI) Investment Accounts has grown rapidly. PPLI Investment Accounts offer the ability to invest in a tax-exempt environment, and the value proposition is a simple one: the cost of a PPLI Investment Account is lower than the cost of taxes that would otherwise be payable on realized investment gains. There are now over 400 registered funds (traditional asset class) and over 225 non-registered funds (alternative asset class) that can accept allocations from PPLI Investment Accounts. In addition, for a large account, the client can have a Registered Investment Advisor firm of their choice manage the PPLI Investment Account assets. This session will provide an overview of PPLI Investment Accounts, and will cover the tax and structural attributes, the economics, and the key applications for high-net-worth families.

    Michael B. Liebeskind is a founder of four independent operating businesses, all of which have a deep infrastructure: Golconda Partners / Mandorlo International (founded in 2019), SALI Fund Services (founded in 2002), Covala Group (founded in 1993) and Winged Keel Group (founded in 1989).   Michael graduated from Princeton University in 1981. He began his professional career with the accounting firm of Coopers & Lybrand, where he became a Certified Public Accountant (CPA) in 1984. He earned his Master of Business Administration (MBA) degree from New York University in 1986 and is a member of the New York State Society of CPAs, the Estate Planning Council of New York City, The Society of Trust and Estate Practitioners (STEP), and the Yale Insurance Study Group.

    One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

    Thank You to Our Meeting Sponsor

    • Tuesday, November 08, 2022
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    "How to Avoid and What to do if Audited by the IRS"

    COFFEE MEET AND GREET: The DEI Committee has organized a meet and greet coffee station prior to our  luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join!

    VIRTUAL MEETING OPTION: Attendees who are unable to join us in person for the meeting at the Union League, may choose virtual registration instead.   Attendees will be able to watch the live stream broadcast of the program and receive continuing education credits.  

    PROGRAM OVERVIEW

    A brief background on the IRS organization as it relates to the IRS Estate and Gift Tax Program and issues are presented to provide the participant with insight into the various silos and different cultures associated with business appraisal issues at the IRS. The processes of both the national and local classification process in Estate and Gift tax is presented and issues related to an examination are explored to provide insight of what to do to avoid an audit and what to do with any conflict using neuroscience. The insights from neuroscience may be applicable to resolving any conflict and negotiating winning solutions by taking advantage of The Collaboration Effect.

    Participants will be able to:

    • Address pertinent changes at the IRS
    • Describe how the IRS works and how to work with this IRS
    • Communicate how classification works at the IRS on estate and gift tax audits, and how to avoid an audit
    • Identify how to work with IRS personnel if audited
    • Apply The Collaboration Effect and three bonus items

    Michael Gregory, ASA, CVA focuses on helping resolve conflict with the IRS, negotiating winning solutions, and helping organizations be more productive and grow faster by taking advantage of The Collaboration Effect®. Prior to founding his consulting firm, Mike had 28 years of experience with the IRS in a variety of capacities from specialist to executive level. During his last 11 years with the IRS, Mike was an IRS territory manager with responsibilities for up to twenty-three states with an emphasis in business valuation and specialist issues nationally. Mike has been working with neuroscientists for over nine years and he has written 12 books focusing on IRS issues business valuation, conflict resolution, servant leadership, and his most recent book The Collaboration Effect. Mike has a BS from Valparaiso University, a MS from the University of Wisconsin – Madison and an MBA from DePaul University.

    One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

    This meeting is being sponsored by


    Click here to download a printable registration form.

    • Tuesday, December 06, 2022
    • 5:30 PM - 7:30 PM
    • Estia, 1405-07 Locust Street, Philadelphia, PA 19102
    Register

    Celebrate the holiday season with the Philadelphia Estate Planning Council over cocktails and heavy hors d'oeuvres at Estia.  Attendees will enjoy authentic Greek Mediterranean cuisine at one of Philadelphia's favorite restaurants!



    • Tuesday, January 17, 2023
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    Watch for more information soon!

    COFFEE MEET AND GREET: The DEI Committee has organized a meet and greet coffee station prior to our  luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join!

    VIRTUAL MEETING OPTION: Attendees who are unable to join us in person for the meeting at the Union League, may choose virtual registration instead.   Attendees will be able to watch the live stream broadcast of the program and receive continuing education credits.  

    One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.



    • Tuesday, February 21, 2023
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    Watch for more information soon!

    COFFEE MEET AND GREET: The DEI Committee has organized a meet and greet coffee station prior to our  luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join!

    VIRTUAL MEETING OPTION: Attendees who are unable to join us in person for the meeting at the Union League, may choose virtual registration instead.   Attendees will be able to watch the live stream broadcast of the program and receive continuing education credits.  

    One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.



    • Tuesday, March 21, 2023
    • 11:45 AM - 1:45 PM
    • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102
    Register

    Watch for more information soon!

    COFFEE MEET AND GREET: The DEI Committee has organized a meet and greet coffee station prior to our  luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join!

    VIRTUAL MEETING OPTION: Attendees who are unable to join us in person for the meeting at the Union League, may choose virtual registration instead.   Attendees will be able to watch the live stream broadcast of the program and receive continuing education credits.  

    One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.



Past events

Tuesday, September 20, 2022 September 2022 HYBRID Luncheon Program
Tuesday, September 13, 2022 Welcome Back Party
Monday, August 08, 2022 25th Annual Golf, Tennis & Yoga Outing
Monday, August 08, 2022 SPONSORSHIPS: 25th Annual Golf, Tennis & Yoga Outing
Wednesday, May 18, 2022 Drop-In Networking Event with the MCEPC
Tuesday, May 10, 2022 2022 Annual Meeting, Seminar & Reception
Tuesday, April 26, 2022 VIRTUAL ETHICS FORUM: Ethical Considerations When Your Client Might Have Diminishing Capacity
Saturday, April 23, 2022 Outreach Committee: Earth Day of Service
Tuesday, March 15, 2022 March 2022 HYBRID Luncheon Program
Wednesday, February 23, 2022 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, February 15, 2022 February 2022 VIRTUAL Program
Tuesday, January 18, 2022 January 2022 HYBRID Luncheon Program
Tuesday, January 11, 2022 The Accredited Estate Planner® Designation Explained
Thursday, December 09, 2021 Professional Women's Network Workshop - Relax, Relate, Release
Thursday, December 02, 2021 Holiday Celebration
Tuesday, November 16, 2021 November 2021 Virtual Program
Wednesday, October 20, 2021 Welcome Back Party - CANCELLED
Tuesday, October 19, 2021 October 2021 Virtual Program
Tuesday, October 05, 2021 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, September 29, 2021 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, September 21, 2021 September 2021 Virtual Program
Monday, August 16, 2021 24th Annual Golf, Tennis & Yoga Outing
Monday, August 16, 2021 SPONSORSHIPS: 24th Annual Golf, Tennis & Yoga Outing
Tuesday, June 15, 2021 VIRTUAL ETHICS FORUM: Ethics of Working from Home
Wednesday, June 02, 2021 The Accredited Estate Planner® Designation Explained
Tuesday, May 11, 2021 2021 Virtual Annual Meeting & Seminar
Wednesday, March 24, 2021 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, March 16, 2021 March 2021 Virtual Program
Tuesday, February 16, 2021 February 2021 Virtual Program
Thursday, February 04, 2021 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, February 02, 2021 The Accredited Estate Planner® Designation Explained
Tuesday, January 19, 2021 January 2021 Virtual Program
Thursday, December 10, 2020 Winter Fashion Event with Kin Boutique & Nuance Jewelry
Tuesday, November 17, 2020 November 2020 Virtual Luncheon Program
Wednesday, October 28, 2020 Virtual Trivia Game Halloween Happy Hour
Tuesday, October 20, 2020 October 2020 Virtual Luncheon Program
Tuesday, October 06, 2020 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, September 22, 2020 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, September 16, 2020 Virtual Welcome Back Happy Hour
Tuesday, September 15, 2020 September 2020 Virtual Luncheon Program
Wednesday, June 24, 2020 PEPC MEMBERS ONLY: Roundtable Program
Monday, June 22, 2020 24th Annual Golf & Tennis Outing
Wednesday, June 17, 2020 Ethics Forum WEBINAR: "Ethics of Trust Modification Revisited, a case study"
Tuesday, March 17, 2020 March 2020 Luncheon Program - CANCELLED
Thursday, March 05, 2020 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, February 19, 2020 Drop-In Networking Event
Tuesday, February 11, 2020 February 2020 Luncheon Program
Thursday, February 06, 2020 Power Speed Networking Event
Monday, January 27, 2020 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, January 07, 2020 January 2020 Luncheon Program
Wednesday, December 04, 2019 Holiday Celebration
Tuesday, November 19, 2019 November 2019 Luncheon Program
Tuesday, October 22, 2019 October 2019 Luncheon Program
Tuesday, October 15, 2019 PEPC MEMBERS ONLY: Roundtable Program
Thursday, October 10, 2019 Past Presidents Luncheon
Tuesday, September 17, 2019 September 2019 Luncheon Program
Thursday, September 12, 2019 Welcome Back Party
Monday, June 24, 2019 23rd Annual Golf & Tennis Outing
Monday, June 24, 2019 SPONSORSHIPS: 23rd Annual Golf & Tennis Outing
Thursday, May 16, 2019 2019 Annual Meeting, Seminar & Reception
Tuesday, April 30, 2019 Ethics Forum: "Ethics of Trust Modification"
Saturday, April 27, 2019 Outreach Committee Meeting with Habitat for Humanity
Thursday, April 25, 2019 Women's Initiative Committee - Special Event
Monday, April 22, 2019 Outreach Committee Meeting
Monday, April 15, 2019 Outreach Committee Meeting
Wednesday, April 10, 2019 Outreach Committee Meeting
Friday, April 05, 2019 Outreach Committee Meeting
Tuesday, March 19, 2019 March 2019 Luncheon Program
Wednesday, March 13, 2019 Ethics Committee Meeting
Tuesday, February 19, 2019 February 2019 Luncheon Program
Thursday, February 14, 2019 Social Media Committee Meeting
Wednesday, February 13, 2019 Ethics Committee Meeting
Wednesday, February 06, 2019 PEPC MEMBERS ONLY: Roundtable Program
Friday, January 25, 2019 Outreach Committee Meeting
Wednesday, January 16, 2019 Women's Initiative Committee Meeting
Wednesday, January 09, 2019 Ethics Committee Meeting
Tuesday, January 08, 2019 January 2019 Luncheon Program
Monday, January 07, 2019 Social Media Committee Call
Thursday, December 20, 2018 Programs Committee Meeting
Thursday, December 13, 2018 PEPC MEMBERS ONLY: Roundtable Program
Wednesday, December 12, 2018 Ethics Committee Meeting
Tuesday, December 04, 2018 Holiday Celebration
Wednesday, November 28, 2018 Women's Initiative Committee Meeting
Wednesday, November 14, 2018 Ethics Committee Meeting
Tuesday, November 13, 2018 November 2018 Luncheon Program
Tuesday, November 13, 2018 Newsletter Committee Meeting
Thursday, November 08, 2018 Membership Committee Meeting
Tuesday, November 06, 2018 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, October 30, 2018 Power Speed Networking Event
Wednesday, October 24, 2018 Drop-In Networking Event
Wednesday, October 24, 2018 Women's Initiative Committee Meeting
Tuesday, October 16, 2018 October 2018 Luncheon Program
Wednesday, October 10, 2018 Ethics Committee Meeting
Wednesday, September 26, 2018 Women's Initiative Committee Meeting
Tuesday, September 25, 2018 PEPC MEMBERS ONLY: Roundtable Program
Tuesday, September 18, 2018 September 2018 Luncheon Program
Wednesday, September 12, 2018 Welcome Back Party

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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