COFFEE MEET AND GREET: The PEPC 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!
AGENDA11:30 a.m. - 12:00 p.m. Coffee Meet & Greet 11:45 - 12:00 p.m. Registration 12:00 - 1:45 p.m. Luncheon & Program
PROGRAM OVERVIEW
"From Garage to Greatness: The Lifecycle of a Qualified Small Business Under Section 1202" follows a founder’s journey from start up through growth and financing rounds ultimately culminating in an exit. It highlights the Section 1202 principles that drive QSBS eligibility, the key decision points that influence whether the exclusion is preserved, and the practical guidance advisors can provide to help founders and early investors maximize long-term, after-tax results.
Attendees will gain insights on One Big Beautiful Bill Act’s 2025 enhancements to Section 1202 that expanded QSBS opportunities for newly issued stock by introducing more flexible, tiered holding-period benefits and higher thresholds which amplify planning potential. The result is a timely, action-oriented roadmap for advisors to entrepreneurial clients on how to capitalize on one of the most powerful tax incentives available.
SPEAKER:
Jeffrey T. Getty, JD, MS (Tax), CFP®, CM&AA® is Chief Tax Strategist at Callan Family Office, leading firm-wide research and strategy on complex income, transfer, and international tax matters for ultra-high-net-worth families, closely held businesses, and private investment firms. With nearly three decades as a tax attorney, M&A adviser, and business-transition consultant, he designs forward-looking structures that protect and enhance after-tax value from early-stage growth through liquidity events and beyond.
Jeff is a Fellow of the American College of Trust and Estate Counsel (ACTEC), a frequent national speaker, and the bestselling author of The Descent Is the Real Climb, co-author of Foreign and Domestic Asset Protection Strategies, and a contributor to leading professional journals. He holds a B.A. in Political Science from the College of Charleston, a J.D. from the University of Pittsburgh School of Law, and an M.S. in Taxation from Duquesne University.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
This Program is Being Sponsored by
No-shows will be billed. No refunds after January 19, 2026.
MANNA uses nutrition to improve health for people with serious illnesses who need nourishment to heal. By providing medically tailored meals and nutrition education, we empower people to improve their health and quality of life. MANNA prepares and delivers nutritious, medically appropriate meals to neighbors who are battling serious illnesses such as cancer, renal disease and HIV/AIDS. From hands on cooking classes and nutrition counseling to the delivery of 3 meals a day, 7 days a week, MANNA provides nourishment, hope and healing to the Greater Philadelphia Area, Southern New Jersey and beyond.
The PEPC will participate in an afternoon volunteer shift on Wednesday February 4th from 1:30 - 4:30 p.m. Volunteers help to chop, dice, cook and package meals. A volunteer shift often includes working on a line to package items for a breakfast or lunch meal, or help to prepare and package sandwiches or entrée items.
After our volunteer shift, we will also have a short session with MANNA team members to learn more about the organization, and then have a happy hour at the MANNA facilities.
Please click HERE to register through MANNA's website.
This event is limited to current PEPC members only. Space is limited to 15 volunteers, so register early!
The November program will be offered as a virtual meeting only. We will not be offering an in-person option.
AGENDA
3:30 – 4:00 p.m. Registration 4:00 – 5:00 p.m. Program 5:00 – 7:00 p.m. Cocktail Reception
The Philadelphia Estate Planning Council is a highly recognized interdisciplinary organization for professionals involved in estate planning, providing its members with opportunities to enhance their skills and expand their network through programs and interaction. PEPC annual golf, tennis and yoga outing attracts over 120 estate planning professionals in the Philadelphia region.
Available Sponsorships & Benefits
Event Sponsor - $1,250
Event Sponsor with Foursome - $2,500
Hole Sponsor with Foursome - $1,700
Hole Sponsor - $350
Drink Station Sponsor - $350
Tennis Sponsor - $350
Yoga Sponsor - $350
Outing Agenda
Join the Philadelphia Estate Planning Council on Monday, July 13th for our 29th Annual Golf, Tennis & Yoga Outing. The outing is one of the council's most popular events and often sells out completely.
This year, the golf, tennis and yoga outings will all take place at the same location - Manufacturer's Golf & Country Club in Fort Washington, PA.
OUTING AGENDAGolf Registration: 10:30 a.m. - 12:00 p.m. Lunch Buffet: 11:15 a.m. - 12:30 p.m. Golf Tee Time: 12:00 p.m. Tennis Round Robin: 1:30 p.m. - 4:00 p.m. Yoga Class: 3:00 p.m. - 4:15 p.m. Cocktail Reception with Food Stations : 5:00 p.m. - 7:30 p.m.
GOLF INFORMATION: Single Registrations for golf are welcome! Foursomes will be created. For foursomes, at least one golfer must be a PEPC Member. The outing will be a shamble format.
Single Golfer: $350 Includes golf, gift, lunch buffet, cocktail reception and dinner buffet Foursome: $1,400 One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet Hole Sponsor with Corporate Foursome: $1,700One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet.
Single Golfer: $350 Includes golf, gift, lunch buffet, cocktail reception and dinner buffet
Foursome: $1,400 One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet
Hole Sponsor with Corporate Foursome: $1,700One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet.
TENNIS INFORMATION: This year's outing will be held at Manufacturers' Golf & Country Club Registration includes a tennis clinic and round robin tournament. Lunch is not included in the tennis registration fee. Appropriate racquets apparel and footwear are acceptable in the racquets area and facilities.
Tennis Registration Fee: $100 Includes tennis, snacks and drinks on courts, gift plus cocktail reception and dinner buffet at Manufacturers' Golf & Country Club. Does not include lunch.
YOGA INFORMATION: Join us for a 75 minute outdoor yoga class. This class is designed to accommodate all levels and abilities. You will experience a variety of postures, expand on alignment principles and learn modifications as needed, no experience with yoga necessary. Please bring your own yoga mat. Following the class, participants will have time to use the locker rooms at the golf club prior to the cocktail reception.
Yoga Registration Fee: $75 Includes yoga, gift plus cocktail reception and dinner buffet at Manufacturers' Golf & Country Club. Does not include lunch.
RECEPTION ONLY INFORMATION: The reception only registration includes the cocktail reception with heavy hors d'oeuvres and food stations at Manufacturers' Golf & Country Club. Participants can expect to enjoy ample food and an open bar! This is not a sit-down dinner.
Reception Only Fee: $75 Includes cocktail reception only.
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
