Document Library
CategoriesCouncil Documents
Document Name | Date Added |
---|---|
Jeff Raley Obituary
Jeff Raley Obituary.pdf (338K)
|
2016-12-07 |
Meeting Handout
Document Name | Date Added |
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Powerpoint - Liquidating Family Partnerships | 2016-10-18 |
10-18-18 - Power Point Presentation | 2018-10-18 |
Speaker Bio
Weylandt Bio-2020.pdf (38K)
|
2020-09-18 |
Outline - Liquidating Family Partnerships | 2016-10-18 |
Presentation January 21, 2021 | 2021-01-21 |
9-28 Stanley Johanson Presentation | 2018-10-01 |
Operating in the Gray Zone of Diminished Capacity (Feb 2020) | 2020-02-19 |
Bio for Ken Kies | 2021-01-07 |
Chadwick Presentation 4-19-18 | 2018-04-18 |
Planning for Privacy in a Public World | 2018-03-27 |
Meeting materials: November 21, 2019 | 2019-10-18 |
Meeting Handout 4-28-16 | 2016-05-02 |
3-22 Miriam Henry Presentation | 2018-03-20 |
Meeting Powerpoint from October 17, 2019 | 2019-10-18 |
History of Valuation Planning (Paper) | 2016-03-21 |
2-15 Caldwell-Thomas Presentation | 2018-02-13 |
History of Valuation Planning (PowerPoint) | 2016-03-21 |
Speaker Slides | 2020-10-28 |
11-16 PPT Top 20 | 2017-11-15 |
If I Obergfell in Love...
If I Obergefell in Love.pdf (733K)
|
2016-02-12 |
Speaker Bio | 2020-10-28 |
11-16 Outline Top 20 | 2017-11-15 |
Meeting materials October 2019 | 2019-09-13 |
Speaker Evaluation Form fillable | 2020-10-16 |
4-18-19 US Trust Art Services Fact Sheet
ArtServices-fact sheet.pdf (345K)
|
2019-04-15 |
4-18-19 Presentation | 2019-04-15 |
Slides | 2020-10-13 |
10-19-2017 Meeting Handout | 2017-10-17 |
2-13-19 Presentation | 2019-02-21 |
The New Texas Directed Trust Statute | 2015-11-18 |
Handouts | 2020-10-13 |
10-19-2017 Tax Audit Survival Guide | 2017-10-17 |
1-16-19 Presentation | 2019-01-17 |
John Porter - Short Bio | 2020-09-28 |
Triangulation presentation (FINAL APPROVED with buy-sell case 05.31.16) | 2017-04-07 |
John Porter additional notes | 2020-09-25 |
John Porter Presentation Notes | 2020-09-25 |
Introduction to PPVA and PPVUL Investment Accounts | 2016-11-15 |
11-15-18 - Fiduciary Pitfalls | 2018-11-13 |
Meeting notes | 2020-09-18 |
Membership
Document Name | Date Added |
---|---|
2016-2017 Membership Guidelines | 2017-11-06 |
2016-2017 Membership Application | 2017-11-06 |
Due Letter | 2020-12-14 |
2021 HBEPC Membership Application | 2020-11-13 |
2021 HBEPC Membership Guidelines | 2020-11-13 |
2020 HBEPC Membership Guidelines | 2020-11-13 |
2020 HBEPC Membership Application | 2020-11-13 |
2017-2018 Membership Application | 2019-01-09 |
CPA and CFP CLE 10-15-20 | 2020-10-15 |
2017-2018 Membership Guidelines | 2019-01-09 |
2015-2016 Membership Renewal Packet | 2016-09-09 |
2017-2018 Membership Renewal | 2019-01-09 |
2018-2019 Membership Guidelines | 2019-10-03 |
2018-2019 Membership Application | 2019-10-03 |
2018-2019 Membership Renewal | 2019-10-03 |
Organizational
Document Name | Date Added |
---|---|
Adopted & Revised Bylaws - Feb. 2009
HBEPC Bylaws - revised.DOC (112K)
|
2009-02-11 |
2019 Amended and Restated Bylaws | 2019-11-13 |
HBEPC 2016 Membership Guidelines | 2016-01-29 |
HBEPC 2016 Application | 2016-01-29 |
2015 Application | 2015-01-16 |
2015 Membership Guidelines | 2015-01-16 |
2014-2015 Membership Renewal Packet | 2015-08-17 |
Adopted & Revised Bylaws - Nov. 2010 | 2011-01-07 |