Document Library
CategoriesCouncil Documents
Document Name | Date Added |
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Jeff Raley Obituary
Jeff Raley Obituary.pdf (338K)
|
2016-12-07 |
Meeting Handout
Document Name | Date Added |
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A Fiduciary Income Tax Potpourri | 2023-11-06 |
SNC & Raul Navarro - Crossing The Border 4/21/2022 | 2022-04-21 |
2-15 Caldwell-Thomas Presentation | 2018-02-13 |
Will Frazier Bio
Frazier Bio 2021.pdf (706K)
|
2021-08-06 |
The New Texas Directed Trust Statute | 2015-11-18 |
Current Developments in Estate and Gift Tax Audits and Litigation Powerpoint | 2024-09-19 |
Speaker Outline - Estate Planning Meets Family Law | 2022-11-02 |
Jeff Winter - Bio
Winter_Jeff_Bio.pdf (195K)
|
2023-10-25 |
Raul Navarro Bio
Raul Navarro Bio.pdf (146K)
|
2022-03-28 |
Speaker Bio | 2020-10-28 |
11-16 Outline Top 20 | 2017-11-15 |
4-18-19 US Trust Art Services Fact Sheet
ArtServices-fact sheet.pdf (345K)
|
2019-04-15 |
Amy Allen BIO
Amy Allen Bio.pdf (170K)
|
2022-11-02 |
Tackling Cross Border Probate - Outline | 2023-09-29 |
Brown - HBEPC March 10, 2022 | 2022-02-14 |
10-19-2017 Meeting Handout | 2017-10-17 |
2-13-19 Presentation | 2019-02-21 |
Tama Brooks Klosek Bio | 2022-10-18 |
Outline | 2021-04-20 |
Meeting Outline - Cecil v. Commissioner | 2023-08-14 |
Keri Brown Bio
Keri D Bio.pdf (606K)
|
2022-02-03 |
Handouts | 2020-10-13 |
Triangulation presentation (FINAL APPROVED with buy-sell case 05.31.16) | 2017-04-07 |
Life Insurance A Strategic Tool in the Toolbox Powerpoint | 2024-04-19 |
Life Settlements - The Hidden Tool to Unlock, Preserve and Rescue Value in the Estate Plan PPT | 2022-10-18 |
Recent Developments in Valuations | 2021-03-25 |
Inside the Mind of a Trustee - 11/17/2021 Handout | 2021-11-17 |
John Porter additional notes | 2020-09-26 |
Introduction to PPVA and PPVUL Investment Accounts | 2016-11-15 |
Preston Sartelle BIO | 2024-03-28 |
Molly Abshire Bio 2022 | 2022-09-07 |
Akinc Bio | 2021-02-11 |
Paul Comstock Slides - Charitable Lead Trusts | 2021-10-26 |
Meeting notes | 2020-09-18 |
Outline - Liquidating Family Partnerships | 2016-10-18 |
Federal Tax Update | 2024-01-30 |
MJB Bio | 2021-02-11 |
10-18-18 - Power Point Presentation | 2018-10-18 |
Will Frazier - The NICE Method Presentation
NICE Method HBEPC 9-16.pptx (3243K)
|
2021-09-23 |
Operating in the Gray Zone of Diminished Capacity (Feb 2020) | 2020-02-20 |
History of Valuation Planning (Paper) | 2016-03-21 |
Joshua Weaver - BIO
Joshua Weaver BIO.pdf (122K)
|
2024-10-31 |
Stephanie Loomis-Price Bio | 2023-03-27 |
The Family Game of Thrones: 2-14-2024 (DRAFT) | 2024-01-17 |
Bio for Ken Kies | 2021-01-07 |
Chadwick Presentation 4-19-18 | 2018-04-18 |
Will Frazier PowerPoint Presentation
NICE Method HBEPC 9-16.pptx (3243K)
|
2021-09-16 |
Meeting materials: November 21, 2019 | 2019-10-18 |
If I Obergfell in Love...
If I Obergefell in Love.pdf (733K)
|
2016-02-12 |
Corporate Transparency PowerPoint | 2024-09-25 |
Brett Berly PowerPoint Presentation | 2023-01-25 |
Crossing the Border | 2022-04-21 |
3-22 Miriam Henry Presentation | 2018-03-20 |
Outline of Current Developments in Estate and Gift Tax Audits and Litigation | 2024-09-19 |
Chairman Kevin Brady Bio | 2022-12-19 |
Kevin Barry - Bio
Barry_Kevin_Powerpoint.pdf (112K)
|
2023-10-25 |
Sebastien Chain Bio
Sebastien N. Chain.pdf (58K)
|
2022-04-06 |
Speaker Slides | 2020-10-28 |
11-16 PPT Top 20 | 2017-11-15 |
Meeting materials October 2019 | 2019-09-14 |
Powerpoint - Estate Planning Meets Family Law | 2022-11-02 |
Stephen Baxley - Bio
Baxley_Stephen_Bio.pdf (189K)
|
2023-10-25 |
Bio - Richard Ramirez | 2022-02-18 |
Speaker Evaluation Form fillable | 2020-10-16 |
4-18-19 Presentation | 2019-04-15 |
Keri Brown - Bio
Keri Brown - Bio.pdf (177K)
|
2024-08-09 |
Glen Eichelberger BIO
Glen Eichelberger Bio.pdf (167K)
|
2022-11-02 |
Steven J. Hare - Bio
Steven J. Hare - Bio.pdf (77K)
|
2023-09-29 |
Sarah Pacheco Bio | 2022-02-04 |
Slides | 2020-10-13 |
10-19-2017 Tax Audit Survival Guide | 2017-10-17 |
1-16-19 Presentation | 2019-01-18 |
The Family Game of Thrones Powerpoint | 2024-04-19 |
Life Settlements - The Hidden Tool to Unlock, Preserve and Rescue Value in the Estate Plan (Handout) | 2022-10-18 |
Meeting Slides | 2021-04-20 |
Will Frazier Bio | 2023-08-14 |
CV for Jimmy Walker
Jimmy Walker CV 01-2022.pdf (136K)
|
2022-01-19 |
John Porter - Short Bio | 2020-09-29 |
Edmund Perry BIO
Edmund Perry_PUBLIC_Bio.pdf (509K)
|
2024-03-28 |
Top Ten Things to Know Re Elder Law Outline 2022 | 2022-09-07 |
Mum's the Word - Confidentiality | 2021-03-04 |
Matt Badders Bio
MJB Bio.docx (12K)
|
2021-11-01 |
John Porter Presentation Notes | 2020-09-26 |
Powerpoint - Liquidating Family Partnerships | 2016-10-18 |
11-15-18 - Fiduciary Pitfalls | 2018-11-13 |
What the Cool Kids Are Doing in Estate Planning_Sam Donaldson 1-26-24 | 2024-02-01 |
Presentation material | 2021-02-11 |
Stephanie Loomis-Price PowerPoint 4/20/2023 | 2023-04-24 |
Katherine C. Akinc Bio | 2021-11-01 |
Speaker Bio
Weylandt Bio-2020.pdf (38K)
|
2020-09-18 |
Meeting Handout 4-28-16 | 2016-05-02 |
Power Point: Ethical Implications of AI and Practical Tips
Beautiful.ai - 2024 HBEPC.pdf (4099K)
|
2024-10-31 |
2023 Federal Tax Update | 2024-01-30 |
Presentation January 21, 2021 | 2021-01-22 |
9-28 Stanley Johanson Presentation | 2018-10-01 |
Speaker Bio | 2021-09-17 |
History of Valuation Planning (PowerPoint) | 2016-03-21 |
John Strohmeyer - Bio
John Strohmeyer Bio.pdf (210K)
|
2024-09-25 |
What the Cool Kids are Doing in Estate Planning 1.27.23 | 2023-01-27 |
Habeeb (Hobbs) Gnaim - Bio | 2024-01-17 |
Planning for Privacy in a Public World | 2018-03-27 |
Meeting Powerpoint from October 17, 2019 | 2019-10-18 |
Corporate Transparency Article | 2024-09-25 |
Brett Berly Bio
Brett Berly_Bio.pdf (107K)
|
2023-01-25 |
Membership
Document Name | Date Added |
---|---|
2021 HBEPC Membership Guidelines | 2021-07-02 |
2020 HBEPC Membership Application | 2020-11-13 |
2021-2022 HBEPC Membership Application | 2021-07-02 |
2025 Membership Guidelines | 2024-08-27 |
CPA and CFP CLE 10-15-20 | 2020-10-15 |
2024-2025 Membership Renewal & Dues Notice | 2024-08-09 |
2018-2019 Membership Guidelines | 2019-10-03 |
2023-2024 Annual Dues Renewal Form (for Mailing Payment) | 2023-08-07 |
2018-2019 Membership Renewal | 2019-10-03 |
2023-2024 Membership Guidelines | 2023-06-30 |
2022-2023 Membership Guidelines | 2022-08-08 |
2022-2023 Dues Notice | 2022-08-08 |
2024-2025 Membership Application | 2023-12-28 |
2021 HBEPC Membership Application | 2021-07-02 |
2021-2022 Membership Renewal Form | 2021-08-11 |
2020 HBEPC Membership Guidelines | 2020-11-13 |
2021-2022 HBEPC Membership Guidelines | 2021-07-02 |
2025 Membership Application | 2024-08-27 |
2017-2018 Membership Guidelines | 2019-01-09 |
2018-2019 Membership Application | 2019-10-03 |
2023-2024 President's Letter | 2023-08-07 |
2022-2023 HBEPC Membership Renewal Form | 2022-08-08 |
Due Letter | 2020-12-14 |
2021-2022 President's Letter | 2021-08-11 |
Organizational
Document Name | Date Added |
---|---|
2015 Membership Guidelines | 2015-01-16 |
Adopted & Revised Bylaws - Nov. 2010 | 2011-01-07 |
HBEPC 2016 Application | 2016-01-29 |
2015 Application | 2015-01-16 |
2014-2015 Membership Renewal Packet | 2015-08-17 |
HBEPC Amended & Restated Bylaws | 2021-06-29 |
Adopted & Revised Bylaws - Feb. 2009
HBEPC Bylaws - revised.DOC (112K)
|
2009-02-11 |
2022-2023 President's Letter | 2022-08-11 |
2019 Amended and Restated Bylaws | 2019-11-13 |
HBEPC 2016 Membership Guidelines | 2016-01-29 |