Document Library

Categories

General Information

Document Name Date Added
CVEPC Bylaws (Third Amended and Restated)
THIRD AMENDED AND RESTATED BYLAWS_v1.pdf (199K)
2021-10-07
Meal Delivery Instructions
CVEPC_GrubhubInstructions.pdf (376K)
2020-10-03

Meeting Handouts

Document Name Date Added
Art Auctions & Appraisals 101 Presentation
Fair Warning 2020 for Conejo Valley Estate Planning Council.pdf (2479K)
2020-09-15
A Primer on Tax and Other Issues Relevant to Art Collectors and Their Advisors
A Primer on Tax and Other Issues Relevant to Art Collectors and Their Advisors.pdf (174K)
2023-05-16
August 2020 Program - Wells Fargo Handouts
WPU_Wealth_Planning_in_the_2020_Election_Year_ADA.pdf (516K)
2020-08-25
Planning Thoughts in Light of the SECURE Act Presentation
CVEPC Presentation.pdf (561K)
2020-07-28
Wells Fargo Research Report - Continue to Favor Cyclical Stocks
Continue to favor cyclical stocks.pdf (442K)
2021-05-18
Hotel California -- California Income Tax Issues (Brian Shetler)
Hotel California -- California Income Tax Issues To Consider for Cross-Border Trusts & Estates Planni.pdf (389K)
2021-05-18
May 2019_Cafferata_Anatomy of a Gift Agreement (Handout)
Anatomy of a Gift Agreement (00088893-2xB6168) (002).pdf (635K)
2019-05-21
Trustee Compensation
CPE Packet - Trustee Compensation.pptx (436K)
2020-11-17
July 2019_Tripani_AVOIDING PITFALLS IN THE PROCESS OF RECOVERY
2019 July John Tripani AVOIDING PITFALLS IN THE PROCESS OF RECOVERY .pdf (1143K)
2019-05-21
Top Ten Estate Planning Lessons from Recently Deceased Celebrities Presentation
Top Ten Estate Planning Lessons from Recently Deceased Celebrities Presentation.pdf (271K)
2020-10-20
Wells Fargo's Guide to the Presidential Election
Guide to the 2020 Presidential Election _ Wells Farg.pdf (1892K)
2020-09-15
August 2020 Program - Wells Fargo Handouts
wpu_wealth_transfer_trifecta_ADA.pdf (600K)
2020-08-25
The Kids Are Not Alright - Michael Brophy and Craig Weinstein (3/19/19)
Brophy-Weinstein_The Kids Are Not Alright.pdf (820K)
2019-03-19
2019-11 How to Take Risk_Cavanaugh-Lin
November 2019 How to Take Risk Cavanaugh and Lin.pdf (351K)
2019-11-19
Charitable Planning When the Stars Align: Why 2020 is the Year for Charitable Gifts Presentation
Conejo Valley Charitable Giving.pptx (3279K)
2020-08-25
Nov 2021_Tax Planning & Update Before Year-End (Votto)
Tax Planning CVEPC.pdf (398K)
2021-11-16
Susan Rounds Transition by Design
Susan Rounds Transition by Design Successful Succession of the Privately Held Business and wealth.pdf (1000K)
2019-03-18
Hotel California -- Cross Border Tax Planning (Brian Rowbotham)
HotelCaliforniaCrossBorderTaxPlanning_CVEPC (1).pdf (557K)
2021-05-18
May 2019_Cafferata_Anatomy of a Gift Agreement (Presentation)
May 2019_Cafferata_Anatomy of a Gift Agreement.pdf (1425K)
2019-05-21
Status of Independent Contractors Presentation
CVEPC-Independent Contractors for Estate Planning Council_MarchPresentation.pdf (1433K)
2021-03-16
May 2019_Cafferata_Letter of Intent
Letter of Intent for Anatomy of Gift Agreement (00089587xB6168) (002).pdf (76K)
2019-05-21

Sponsorship

Document Name Date Added
Wells Fargo - Scott Chapa Bio
Bio - Scott Chapa 09.2017.pdf (97K)
2021-05-18

Through the Looking Glass

Document Name Date Added
Through the Looking Glass XVIII Flyer
TTLGAgendaFlyerREV_2022_a.pdf (132K)
2021-12-03
2020 TTLG Event Brochure
LookingGlasS2020webpdf.pdf (1173K)
2019-11-19
Through the Looking Glass XVIII Brochure
TTLG Brochure 2022_v.102921_a.pdf (8916K)
2021-12-03
2020 TTLG Symposium Agenda
2020TTLGAgenda_Revised.pdf (123K)
2019-11-19
Through the Looking Glass 2021 Brochure
TTLG Brochure 2021_Final_11132020.pdf (3075K)
2020-11-17